Mercer Global Advisors
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Mercer Global Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Mercer Global Advisors’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Buy
38,941
+28,967
+290% +$802K ﹤0.01% 1532
2025
Q4 		$265K Buy
9,974
+458
+5% +$12K ﹤0.01% 2332
2025
Q3 		$245K Buy
9,516
+640
+7% +$15.9K ﹤0.01% 2239
2025
Q2 		$213K Sell
8,876
-602
-6% -$13.7K ﹤0.01% 2051
2025
Q1 		$218K Hold
9,478
– – ﹤0.01% 1915
2024
Q4 		$220K Sell
9,478
-22,727
-71% -$541K ﹤0.01% 1921
2024
Q3 		$250K Buy
32,205
+19,950
+163% +$450K ﹤0.01% 1691
2024
Q2 		$268K Sell
12,255
-3
-0% -$65 ﹤0.01% 1636
2024
Q1 		$271K Buy
12,258
+9
+0.1% +$188 ﹤0.01% 1625
2023
Q4 		$249K Buy
12,249
+3
+0% +$57 ﹤0.01% 1725
2023
Q3 		$225K Hold
12,246
– – ﹤0.01% 1706
2023
Q2 		$232K Sell
12,246
-3,888
-24% -$70.7K ﹤0.01% 1657
2023
Q1 		$262K Buy
+16,134
New +$292K ﹤0.01% 1585

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors's FNDB Position: Q1 2026 in Review

Mercer Global Advisors increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 290% in Q1 2026, buying an estimated $802K and bringing the position to 38,941 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Mercer Global Advisors first reported a position in FNDB in Q1 2023 and has held it in 13 quarters since. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • Mercer Global Advisors held 38,941 shares of Schwab Fundamental US Broad Market Index ETF worth $1.06M as of Q1 2026.
  • Mercer Global Advisors bought 28,967 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $802K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1532 holding.
  • Mercer Global Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2023 and has held it in 13 quarters since.
  • 170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.