SCHWAB MBS ETF (SMBS) Institutional Ownership and Insiders Activity

SCHWAB MBS ETF (SMBS) is widely held by institutional investors, with 81 firms reporting positions valued at approximately $6.27B based on SEC Form 13F filings for the quarter ended June 30, 2026.

Charles Schwab Investment Management Inc is the largest disclosed holder, reporting approximately $6.22B in SMBS holdings in its latest filing.

Institutional ownership remains highly concentrated, with Charles Schwab Investment Management Inc representing the majority of disclosed value.