SMBS

SCHWAB MORTGAGE
$25.57-0.10 (-0.39%)NYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.2264909339020136e+179B

Total Value

$5.716000100189109e+96T

% of Float

Price History

$24.59$24.97$25.34$25.72$26.09Nov 24Jul 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC222,649,093$5.7B0.89%Share
2CacheTech Inc.390,201$10.0M1.86%Share
3Adams Wealth Management354,800$9.1M1.94%Share
4Summit Financial, LLC106,922$2.0M0.03%Share
5CITADEL ADVISORS LLC59,155$1.0M0.00%Share
6JANE STREET GROUP, LLC48,742$1.0M0.00%Share
7SUSQUEHANNA INTERNATIONAL GROUP, LLP49,538$1.0M0.00%Share
8SUSQUEHANNA INTERNATIONAL GROUP, LLP42,706$1.0M0.00%Share
9CHAPMAN FINANCIAL GROUP, LLC23,281$597K0.41%Share
10Hidden Cove Wealth Management, LLC14,501$372K0.24%Share
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,624$357K0.00%Share
12CHAPIN DAVIS, INC.12,698$326K0.08%Share
13CWM, LLC6,560$168K0.00%Share
14Piscataqua Savings Bank5,234$134K0.09%Share
15Private Wealth Asset Management, LLC3,533$90K0.01%Share
16WealthCollab, LLC3,235$83K0.03%Share
17PFS Partners, LLC2,688$69K0.03%Share
18Allworth Financial LP2,268$58K0.00%Share
19FIFTH THIRD BANCORP2,064$52K0.00%Share
20CHAPMAN FINANCIAL GROUP, LLC2,000$51K0.03%Share
21CoreCap Advisors, LLC1,559$40K0.00%Share
22HOEY INVESTMENTS, INC1,557$39K0.01%Share
23Triumph Capital Management1,218$31K0.01%Share
24PHILLIPS FINANCIAL MANAGEMENT, LLC871$22K0.00%Share
25Root Financial Partners, LLC858$22K0.00%Share
26MCF Advisors LLC845$21K0.00%Share
27HARBOUR INVESTMENTS, INC.825$21K0.00%Share
28CDKV HOLDINGS LLC521$13K0.01%Share
29Creative Capital Management Investments LLC487$12K0.00%Share
30GODSEY & GIBB, INC486$12K0.00%Share
31OPTIMA CAPITAL LLC294$7K0.00%Share
32Farther Finance Advisors, LLC238$6K0.00%Share
33AE Wealth Management LLC246$6K0.00%Share
34Camelot Portfolios, LLC138$3K0.00%Share
35Harbor Asset Planning, Inc.142$3K0.00%Share
36Financial Management Professionals, Inc.115$2K0.00%Share
37SIGNATUREFD, LLC101$2K0.00%Share
38Greenline Wealth Management LLC84$2K0.00%Share
39Quent Capital, LLC63$1K0.00%Share
40VALLEY NATIONAL ADVISERS INC50$1K0.00%Share
41IFP Advisors, Inc8,313$00.00%Share
42Clearstead Advisors, LLC12$00.00%Share
43Rockefeller Capital Management L.P.2,796$00.00%Share
44Creative Planning11,056$00.00%Share
45FMR LLC5,372$00.00%Share
46BANK OF AMERICA CORP /DE/2$00.00%Share
47HOWE & RUSLING INC3,080$00.00%Share
48JONES FINANCIAL COMPANIES LLLP62$00.00%Share
49BLAIR WILLIAM & CO/IL6$00.00%Share
50MAI Capital Management5,943$00.00%Share