SCHWAB STRATEGIC TR - MORTGAGE BACKED (SMBS)

Historical Holders from Q4 2024 to Q3 2025

Type / Class
Equity / MORTGAGE BACKED
Symbol
SMBS
Price per share
$25.72
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
212,226,788
Total reported value
$5,456,349,614
% of total 13F portfolios
0%
Share change
+8,935,805
Value change
+$229,792,483
Number of holders
53
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025, SCHWAB STRATEGIC TR - MORTGAGE BACKED (SMBS) has 53 institutional shareholders filing 13F forms. They hold 212,226,788 shares. .

Institutional Holders of SCHWAB STRATEGIC TR - MORTGAGE BACKED (SMBS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 212,226,788 $5,456,349,614 +$229,792,483 $25.71 53
2025 Q2 203,301,160 $5,178,080,279 +$5,148,690,736 $25.47 42
2025 Q1 1,153,907 $28,353,922 +$19,890,401 $25.45 5
2024 Q4 332,554 $8,288,908 +$8,288,908 $24.92 1