SMBS

Schwab Mbs Etf

Latest period2026 - Q1Total superinvestors77

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 77 superinvestors own shares of Schwab Mbs Etf (SMBS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Schwab Mbs Etf (SMBS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Schwab Mbs Etf (SMBS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Schwab Mbs Etf (SMBS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Omar Aguilar@Charles Schwab Investment Management Inc
Recent Activity
Increased 5.45%
0.92%
$5.998B
234.773M shares@ 25.56 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Increased 76047.41%
0.01%
$15.728M
616,794 shares@ 25.51 avg price
Connor Murphy@Cachetech Inc.
Recent Activity
Decreased -0.91%
1.91%
$9.879M
386,649 shares@ 25.55 avg price
Connor Murphy@Adams Wealth Management
Recent Activity
Decreased -1.44%
1.97%
$8.935M
349,688 shares@ 25.55 avg price
Abhilasha Bareja@Goldman Sachs Group Inc
Recent Activity
New Position
0.01%
$8.345M
326,624 shares@ 25.55 avg price
Brian Sopinsky@Susquehanna International Group, Llp
Recent Activity
Increased 197.73%
0.01%
$7.017M
274,632 shares@ 25.56 avg price
Adam Schwallier@Schwallier Wealth Management Llc
Recent Activity
New Position
3.29%
$4.502M
176,192 shares@ 25.55 avg price
Anthony McElynn@Summit Financial, Llc
Recent Activity
Increased 16.54%
0.05%
$3.183M
124,597 shares@ 25.55 avg price
Seth Levy@Citadel Advisors Llc
Recent Activity
Increased 18.71%
0.01%
$1.794M
70,217 shares@ 25.55 avg price
Jeremy Kahn@Jane Street Group, Llc
Recent Activity
Increased 38.8%
0.01%
$1.729M
67,653 shares@ 25.55 avg price

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