Mercer Global Advisors
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Mercer Global Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mercer Global Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.4M Sell
2,008,641
-114,920
-5% -$3.44M 0.09% 131
2025
Q4 		$61.1M Buy
2,123,561
+62,217
+3% +$1.76M 0.09% 131
2025
Q3 		$57.5M Sell
2,061,344
-141,688
-6% -$3.79M 0.1% 123
2025
Q2 		$55.7M Sell
2,203,032
-110,086
-5% -$2.6M 0.11% 101
2025
Q1 		$54.2M Sell
2,313,118
-85,748
-4% -$2.19M 0.12% 100
2024
Q4 		$62M Sell
2,398,866
-3,585,782
-60% -$95.4M 0.15% 81
2024
Q3 		$76.4M Buy
5,984,648
+3,067,276
+105% +$76.2M 0.18% 79
2024
Q2 		$69.2M Buy
2,917,372
+5,290
+0.2% +$125K 0.19% 75
2024
Q1 		$76.1M Sell
2,912,082
-73,162
-2% -$1.71M 0.22% 71
2023
Q4 		$70.5M Buy
2,985,244
+108,736
+4% +$2.29M 0.21% 75
2023
Q3 		$59.6M Sell
2,876,508
-117,510
-4% -$2.58M 0.23% 65
2023
Q2 		$65.6M Sell
2,994,018
-2,932,104
-49% -$61.1M 0.26% 62
2023
Q1 		$124M Sell
5,926,122
-194,246
-3% -$4.17M 0.56% 39
2022
Q4 		$124M Sell
6,120,368
-213,150
-3% -$4.37M 0.62% 34
2022
Q3 		$120M Buy
6,333,518
+1,243,302
+24% +$26M 0.71% 29
2022
Q2 		$99.2M Buy
5,090,216
+812,488
+19% +$17.4M 0.61% 33
2022
Q1 		$101M Buy
4,277,728
+683,248
+19% +$16.1M 0.6% 33
2021
Q4 		$92M Buy
3,594,480
+796,580
+28% +$20.6M 0.57% 33
2021
Q3 		$70M Sell
2,797,900
-619,168
-18% -$15.7M 0.49% 39
2021
Q2 		$89M Buy
3,417,068
+468,356
+16% +$12M 0.68% 28
2021
Q1 		$73.5M Buy
2,948,712
+396,172
+16% +$9.74M 0.67% 28
2020
Q4 		$56.8M Buy
2,552,540
+471,652
+23% +$9.39M 0.71% 27
2020
Q3 		$35.5M Buy
2,080,888
+518,868
+33% +$8.93M 0.53% 33
2020
Q2 		$25.5M Sell
1,562,020
-167,180
-10% -$2.5M 0.46% 39
2020
Q1 		$22.3M Buy
1,729,200
+34,588
+2% +$588K 0.49% 38
2019
Q4 		$32M Buy
1,694,612
+12,612
+0.7% +$228K 0.64% 31
2019
Q3 		$29.3M Buy
1,682,000
+26,484
+2% +$468K 0.69% 29
2019
Q2 		$29.6M Buy
1,655,516
+472,324
+40% +$8.35M 0.78% 25
2019
Q1 		$20.7M Buy
+1,183,192
New +$20.2M 0.74% 26

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Mercer Global Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.4% in Q1 2026, selling an estimated $3.44M and leaving 2,008,641 shares worth $58.4M. The position accounts for 0.09% of the portfolio, ranked #131.

Mercer Global Advisors first reported a position in SCHA in Q1 2019 and has held it in 29 quarters since. The position peaked at $124M in Q1 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Mercer Global Advisors held 2,008,641 shares of Schwab U.S Small- Cap ETF worth $58.4M as of Q1 2026.
  • Mercer Global Advisors sold 114,920 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $3.44M.
  • Schwab U.S Small- Cap ETF made up 0.09% of Mercer Global Advisors's portfolio in Q1 2026, its #131 holding.
  • Mercer Global Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Schwab U.S Small- Cap ETF position peaked at $124M in Q1 2023.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

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