Clearstead Advisors, LLC
Position in SMBS — Schwab Mortgage-Backed Securities ETF
CIK 842775
CLEVELAND, OH
All Filings in SMBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMBS | $306 | 12 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 SMBS | $308 | 12 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 SMBS | $822 | 32 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||