Who Owns SCHWAB MORTGAGE (SMBS)?Hedge Fund & Institutional Holders
$25.57-0.01 (-0.04%)NYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$5.716000100189109e+96T
% of Float Held
—
QoQ Change in Holders
+15 / -10
Price History
SMBS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Hidden Cove Wealth Management, LLC | New Position | +15K | +$372K |
| CWM, LLC | New Position | +7K | +$168K |
| Piscataqua Savings Bank | New Position | +5K | +$134K |
| Private Wealth Asset Management, LLC | New Position | +4K | +$90K |
| WealthCollab, LLC | New Position | +3K | +$83K |
| PFS Partners, LLC | New Position | +3K | +$69K |
| FIFTH THIRD BANCORP | New Position | +2K | +$52K |
| CoreCap Advisors, LLC | New Position | +2K | +$40K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | New Position | +871 | +$22K |
| Root Financial Partners, LLC | New Position | +858 | +$22K |
| MCF Advisors LLC | New Position | +845 | +$21K |
| CDKV HOLDINGS LLC | New Position | +521 | +$13K |
| Creative Capital Management Investments LLC | New Position | +487 | +$12K |
| GODSEY & GIBB, INC | New Position | +486 | +$12K |
| OPTIMA CAPITAL LLC | New Position | +294 | +$7K |
SMBS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Decreased | -16K | -$1.9B |
| GOLDMAN SACHS GROUP INC | Closed Position | -34K | -$885.8M |
| MERCER GLOBAL ADVISORS INC /ADV | Decreased | -2K | -$606.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Closed Position | -10K | -$260.7M |
| BANK OF AMERICA CORP /DE/ | Decreased | -2K | -$43.9M |
| Larson Financial Group LLC | Closed Position | -1K | -$36.0M |
| Aptus Capital Advisors, LLC | Closed Position | -1K | -$26.7M |
| Farther Finance Advisors, LLC | Decreased | -330 | -$14.6M |
| Binnacle Investments Inc | Closed Position | -546 | -$14.0M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | Closed Position | -334 | -$8.6M |
| CIBC Private Wealth Group LLC | Closed Position | -260 | -$6.7M |
| UBS Group AG | Closed Position | -219 | -$5.6M |
| Wealthspire Advisors, LLC | Closed Position | -217 | -$5.6M |
| HIGHLINE WEALTH PARTNERS LLC | Closed Position | -86 | -$2.2M |
| ASSETMARK, INC | Decreased | -58 | -$2.1M |
Top Institutional Holders(Q4 2025)
SMBS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 70 | $5.7B | +29 |
| Q3 2025 | 41 | $5.5T | +3 |
| Q2 2025 | 38 | $5.2T | +33 |
| Q1 2025 | 5 | $28.4B | +3 |
| Q4 2024 | 2 | $8.3B | — |
As of Q4 2025, 50 institutional investors hold SMBS (SCHWAB MORTGAGE). The largest holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $5.7B in shares. This quarter, 15 institutions opened new positions and 10 closed their positions.
Frequently Asked Questions
How many hedge funds own SMBS?
As of Q4 2025, 50 institutional investors report holding SMBS (SCHWAB MORTGAGE) in their 13F filings.
Who is the largest institutional holder of SMBS?
The largest institutional holder of SMBS is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $5.7B in shares.
Is institutional ownership of SMBS increasing or decreasing?
This quarter, 15 institutions opened new positions in SMBS and 10 closed their positions.