Allworth Financial LP
Position in SMBS — Schwab Mortgage-Backed Securities ETF
CIK 1555170
FOLSOM, CA
All Filings in SMBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMBS | $34,160 | 1,337 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SMBS | $58,230 | 2,268 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 SMBS | $1,388 | 54 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||