Citadel Advisors LLC Increases Stock Holdings in Schwab Mortgage-Backed Securities ETF $SMBS

Citadel Advisors LLC increased its stake in shares of Schwab Mortgage-Backed Securities ETF (NYSEARCA:SMBS) by 129.9% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 161,415 shares of the company’s stock after acquiring an additional 91,198 shares during the period. Citadel Advisors LLC owned approximately 0.06% of Schwab Mortgage-Backed Securities ETF worth $4,103,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SMBS. Charles Schwab Investment Management Inc. raised its stake in shares of Schwab Mortgage-Backed Securities ETF by 5.5% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 222,649,093 shares of the company’s stock valued at $5,716,516,000 after purchasing an additional 11,574,326 shares during the period. Schwallier Wealth Management LLC acquired a new stake in Schwab Mortgage-Backed Securities ETF during the 1st quarter valued at $4,502,000. JPMorgan Chase & Co. purchased a new stake in Schwab Mortgage-Backed Securities ETF during the 2nd quarter worth $3,613,000. Jane Street Group LLC lifted its holdings in Schwab Mortgage-Backed Securities ETF by 349.1% in the 2nd quarter. Jane Street Group LLC now owns 73,568 shares of the company’s stock worth $1,874,000 after buying an additional 57,186 shares in the last quarter. Finally, CacheTech Inc. boosted its position in Schwab Mortgage-Backed Securities ETF by 7.6% in the 3rd quarter. CacheTech Inc. now owns 379,625 shares of the company’s stock valued at $9,760,000 after buying an additional 26,827 shares during the last quarter.

Schwab Mortgage-Backed Securities ETF Stock Performance

Shares of Schwab Mortgage-Backed Securities ETF stock opened at $24.84 on Tuesday. Schwab Mortgage-Backed Securities ETF has a 1-year low of $24.75 and a 1-year high of $26.12. The business has a 50-day moving average of $25.08 and a 200-day moving average of $25.37.

Schwab Mortgage-Backed Securities ETF Profile

The Schwab Mortgage-Backed Securities ETF (SMBS) is an exchange-traded fund that is based on the Bloomberg US MBS – Float Adjusted index. The fund tracks a market value-weighted index of investment grade US mortgage-backed securities. SMBS was launched on Nov 19, 2024 and is issued by Charles Schwab.