One Way Holdings LLC bought a new stake in shares of Schwab Mortgage-Backed Securities ETF (NYSEARCA:SMBS – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 50,593 shares of the company’s stock, valued at approximately $1,214,000.
Other institutional investors have also recently modified their holdings of the company. Cetera Investment Advisers increased its stake in shares of Schwab Mortgage-Backed Securities ETF by 7.2% in the 1st quarter. Cetera Investment Advisers now owns 13,600 shares of the company’s stock valued at $347,000 after purchasing an additional 913 shares in the last quarter. Integrated Wealth Concepts LLC purchased a new position in Schwab Mortgage-Backed Securities ETF during the second quarter worth approximately $26,000. Rockefeller Capital Management L.P. grew its holdings in Schwab Mortgage-Backed Securities ETF by 727.2% in the fourth quarter. Rockefeller Capital Management L.P. now owns 2,796 shares of the company’s stock valued at $72,000 after purchasing an additional 2,458 shares during the period. Lodestar Private Asset Management LLC acquired a new stake in Schwab Mortgage-Backed Securities ETF in the first quarter valued at approximately $204,000. Finally, Simplicity Wealth LLC acquired a new stake in Schwab Mortgage-Backed Securities ETF in the first quarter valued at approximately $275,000.
Schwab Mortgage-Backed Securities ETF Stock Performance
Schwab Mortgage-Backed Securities ETF stock opened at $24.60 on Monday. Schwab Mortgage-Backed Securities ETF has a 12 month low of $23.80 and a 12 month high of $26.12. The business has a 50 day simple moving average of $24.46 and a 200-day simple moving average of $25.22.
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.
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