Who Owns SCHWAB MBS ETF (SMBS)? -- Institutional Holders (2026-06-30)

100 institutions reported holding $12.49B of SCHWAB MBS ETF (SMBS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($6.22B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($6.22B), CacheTech Inc. ($11.5M), Adams Wealth Management ($9.8M), Schwallier Wealth Management LLC ($5.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Sixth Street Partners Management Company, L.P.	$6.22B	244.5M	New
2	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$6.22B	244.5M	Added
3	CacheTech Inc.	$11.5M	450,536	Added
4	Adams Wealth Management	$9.8M	384,412	Added
5	Schwallier Wealth Management LLC	$5.0M	198,387	Added
6	CITADEL ADVISORS LLC	$4.1M	161,415	Added
7	Summit Financial, LLC	$3.3M	131,599	Added
8	JPMORGAN CHASE & CO	$2.3M	90,825	Trimmed
9	GOLDMAN SACHS GROUP INC	$2.2M	84,737	Trimmed
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.9M	73,768	Trimmed
11	JANE STREET GROUP, LLC	$1.4M	55,592	Trimmed
12	Aspetuck Financial Management LLC	$1.1M	42,000	Added
13	LPL Financial LLC	$1.0M	40,892	Trimmed
14	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	$978,670	38,500	Added
15	MERCER GLOBAL ADVISORS INC /ADV	$959,656	37,752	Trimmed
16	HRT FINANCIAL LP	$677,000	26,655	Added
17	BANK OF AMERICA CORP /DE/	$667,097	26,243	Added
18	CHAPMAN FINANCIAL GROUP, LLC	$665,522	26,181	Added
19	Creative Planning	$647,752	25,482	Trimmed
20	Atlantic Union Bankshares Corp	$546,815	21,511	Hold
21	Focus Partners Wealth	$453,882	17,855	Added
22	Cetera Investment Advisers	$393,063	15,463	Added
23	BRIGHTON JONES LLC	$384,490	15,125	New
24	Mariner, LLC	$368,112	14,481	New
25	Farther Finance Advisors, LLC	$359,998	14,162	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30