Mercer Global Advisors
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Mercer Global Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Mercer Global Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.7M Sell
2,198,557
-333,007
-13% -$9.32M 0.08% 144
2026
Q1 		$63.5M Sell
2,531,564
-136,340
-5% -$3.58M 0.09% 124
2025
Q4 		$70M Sell
2,667,904
-59,320
-2% -$1.54M 0.11% 117
2025
Q3 		$70.1M Sell
2,727,224
-143,185
-5% -$3.54M 0.12% 105
2025
Q2 		$68.4M Buy
2,870,409
+870,534
+44% +$19.2M 0.14% 90
2025
Q1 		$43.1M Sell
1,999,875
-6,196
-0.3% -$141K 0.1% 118
2024
Q4 		$45.5M Sell
2,006,071
-2,211,359
-52% -$50.5M 0.11% 110
2024
Q3 		$30.9M Buy
4,217,430
+2,782,629
+194% +$59.4M 0.07% 152
2024
Q2 		$30.1M Sell
1,434,801
-2,615,817
-65% -$53M 0.08% 147
2024
Q1 		$35.5M Buy
4,050,618
+1,804,887
+80% +$34.9M 0.1% 137
2023
Q4 		$41.7M Sell
2,245,731
-108,357
-5% -$1.87M 0.13% 116
2023
Q3 		$39.1M Sell
2,354,088
-375,237
-14% -$6.49M 0.15% 94
2023
Q2 		$47M Sell
2,729,325
-147,990
-5% -$2.41M 0.19% 85
2023
Q1 		$45.9M Sell
2,877,315
-388,077
-12% -$6.07M 0.21% 76
2022
Q4 		$48.8M Sell
3,265,392
-279,918
-8% -$4.21M 0.24% 70
2022
Q3 		$49.6M Sell
3,545,310
-81,747
-2% -$1.27M 0.29% 57
2022
Q2 		$53.4M Sell
3,627,057
-97,026
-3% -$1.56M 0.33% 51
2022
Q1 		$66.3M Sell
3,724,083
-72,639
-2% -$1.28M 0.39% 49
2021
Q4 		$71.5M Sell
3,796,722
-32,646
-0.9% -$601K 0.44% 42
2021
Q3 		$66.3M Buy
3,829,368
+15,390
+0.4% +$274K 0.46% 41
2021
Q2 		$66.3M Buy
3,813,978
+488,064
+15% +$8.26M 0.51% 43
2021
Q1 		$53.6M Buy
3,325,914
+2,688,006
+421% +$42.4M 0.49% 39
2020
Q4 		$9.67M Buy
637,908
+367,344
+136% +$5.23M 0.12% 128
2020
Q3 		$3.59M Buy
270,564
+82,824
+44% +$1.09M 0.05% 252
2020
Q2 		$2.3M Sell
187,740
-67,320
-26% -$776K 0.04% 296
2020
Q1 		$2.57M Buy
255,060
+60,786
+31% +$736K 0.06% 268
2019
Q4 		$2.49M Sell
194,274
-29,622
-13% -$363K 0.05% 294
2019
Q3 		$2.65M Buy
223,896
+42,222
+23% +$499K 0.06% 244
2019
Q2 		$2.14M Sell
181,674
-3,162
-2% -$36.5K 0.06% 273
2019
Q1 		$2.1M Buy
+184,836
New +$2.02M 0.08% 225

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors's SCHB Position: Q2 2026 in Review

Mercer Global Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, selling an estimated $9.32M and leaving 2,198,557 shares worth $63.7M. The position accounts for 0.08% of the portfolio, ranked #144.

Mercer Global Advisors first reported a position in SCHB in Q1 2019 and has held it in 30 quarters since. The position peaked at $71.5M in Q4 2021. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Mercer Global Advisors held 2,198,557 shares of Schwab US Broad Market ETF worth $63.7M as of Q2 2026.
  • Mercer Global Advisors sold 333,007 Schwab US Broad Market ETF shares in Q2 2026, an estimated $9.32M.
  • Schwab US Broad Market ETF made up 0.08% of Mercer Global Advisors's portfolio in Q2 2026, its #144 holding.
  • Mercer Global Advisors first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Schwab US Broad Market ETF position peaked at $71.5M in Q4 2021.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.