Public ownership evidence

Schwab Mortgage-Backed Securities ETF (SMBS) Ownership Disclosures

Read SMBS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Schwab Mortgage-Backed Securities ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
14,049
Value (USD)
$357,125
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SMBS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SMBS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2814,049$357,125None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21676$17,184None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2037,752$959,656None
Corient Private Wealth LP2026-06-302026-08-1814,539$369,581None
Schwallier Wealth Management LLC2026-06-302026-08-15198,387$5,043,003None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15244,513,787$6,215,540,466None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15244,513,787$6,215,540,466None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,147$130,832None
JANE STREET GROUP, LLC2026-06-302026-08-1555,592$1,413,149None
HRT FINANCIAL LP2026-06-302026-08-1526,655$677,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1573,768$1,875,183None
Ancora Advisors LLC2026-06-302026-08-151,667$42,375None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,879$47,971None
Cerity Partners LLC2026-06-302026-08-1510,978$279,060None
ROYAL BANK OF CANADA2026-06-302026-08-1510,827$275,000None
ROYAL BANK OF CANADA2026-06-302026-08-15263$7,000None
CITADEL ADVISORS LLC2026-06-302026-08-15161,415$4,103,169None
Larson Financial Group LLC2026-06-302026-08-15683$17,371None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1584,737$2,154,015None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,790$172,602None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,578$116,373None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,284$83,479None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15539$13,701None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1526,243$667,097None
Burk Holdings LLC2026-06-302026-08-14726$18,455None
Rockefeller Capital Management L.P.2026-06-302026-08-141$26None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,736$44,129None
UBS Group AG2026-06-302026-08-1487$2,212None
Mariner, LLC2026-06-302026-08-1414,481$368,112None
Creative Planning2026-06-302026-08-1425,482$647,752None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-142$51None
Ameritas Investment Partners, Inc.2026-06-302026-08-14198$5,029None
MORGAN STANLEY2026-06-302026-08-149,054$230,153None
FMR LLC2026-06-302026-08-1411,350$288,525None
Corient Private Wealth LP2026-06-302026-08-1314,539$369,581None
Integrated Wealth Concepts LLC2026-06-302026-08-131,040$26,437None
Cetera Investment Advisers2026-06-302026-08-1315,463$393,063None
MCF Advisors LLC2026-06-302026-08-13845$21,480None
Focus Partners Wealth2026-06-302026-08-1317,855$453,882None
Aptus Capital Advisors, LLC2026-06-302026-08-131,094$27,809None
Summit Financial, LLC2026-06-302026-08-13131,599$3,345,245None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-134,497$114,314None
BROWN BROTHERS HARRIMAN & CO2026-06-302026-08-13322$8,185None
BESSEMER GROUP INC2026-06-302026-08-1349$1,000None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13896$22,783None
US BANCORP \DE\2026-06-302026-08-13207$5,262None
US BANCORP \DE\2026-06-302026-08-13468$11,897None
JPMORGAN CHASE & CO2026-06-302026-08-13240$6,127None
JPMORGAN CHASE & CO2026-06-302026-08-1390,585$2,312,635None
Aspetuck Financial Management LLC2026-06-302026-08-1242,000$1,067,640None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗GILL CAPITAL PARTNERS, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Schwallier Wealth Management LLC ↗CHARLES SCHWAB INVESTMENT MANAGEMENT INC ↗Sixth Street Partners Management Company, L.P. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗HRT FINANCIAL LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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