Mercer Global Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.4M | Buy |
2,870,409
+870,534
| +44% | +$20.7M | 0.14% | 76 |
|
|
2025
Q1 | $43.1M | Sell |
1,999,875
-6,196
| -0.3% | -$133K | 0.1% | 118 |
|
|
2024
Q4 | $45.5M | Buy |
2,006,071
+600,261
| +43% | +$13.6M | 0.11% | 110 |
|
|
2024
Q3 | $30.9M | Buy |
1,405,810
+927,543
| +194% | +$20.4M | 0.07% | 152 |
|
|
2024
Q2 | $30.1M | Sell |
478,267
-871,939
| -65% | -$54.8M | 0.08% | 147 |
|
|
2024
Q1 | $35.5M | Buy |
1,350,206
+601,629
| +80% | +$15.8M | 0.1% | 137 |
|
|
2023
Q4 | $41.7M | Sell |
748,577
-36,119
| -5% | -$2.01M | 0.13% | 116 |
|
|
2023
Q3 | $39.1M | Sell |
784,696
-125,079
| -14% | -$6.24M | 0.15% | 94 |
|
|
2023
Q2 | $47M | Sell |
909,775
-49,330
| -5% | -$2.55M | 0.19% | 85 |
|
|
2023
Q1 | $45.9M | Sell |
959,105
-129,359
| -12% | -$6.19M | 0.21% | 76 |
|
|
2022
Q4 | $48.8M | Sell |
1,088,464
-93,306
| -8% | -$4.18M | 0.24% | 70 |
|
|
2022
Q3 | $49.6M | Sell |
1,181,770
-27,249
| -2% | -$1.14M | 0.29% | 57 |
|
|
2022
Q2 | $53.4M | Sell |
1,209,019
-32,342
| -3% | -$1.43M | 0.33% | 51 |
|
|
2022
Q1 | $66.3M | Buy |
1,241,361
+608,574
| +96% | +$32.5M | 0.39% | 49 |
|
|
2021
Q4 | $71.5M | Sell |
632,787
-5,441
| -0.9% | -$615K | 0.44% | 42 |
|
|
2021
Q3 | $66.3M | Buy |
638,228
+2,565
| +0.4% | +$266K | 0.46% | 41 |
|
|
2021
Q2 | $66.3M | Buy |
635,663
+81,344
| +15% | +$8.48M | 0.51% | 43 |
|
|
2021
Q1 | $53.6M | Buy |
554,319
+448,001
| +421% | +$43.3M | 0.49% | 39 |
|
|
2020
Q4 | $9.67M | Buy |
106,318
+61,224
| +136% | +$5.57M | 0.12% | 128 |
|
|
2020
Q3 | $3.59M | Buy |
45,094
+13,804
| +44% | +$1.1M | 0.05% | 252 |
|
|
2020
Q2 | $2.3M | Sell |
31,290
-11,220
| -26% | -$824K | 0.04% | 296 |
|
|
2020
Q1 | $2.57M | Buy |
42,510
+10,131
| +31% | +$612K | 0.06% | 268 |
|
|
2019
Q4 | $2.49M | Sell |
32,379
-4,937
| -13% | -$380K | 0.05% | 294 |
|
|
2019
Q3 | $2.65M | Buy |
37,316
+7,037
| +23% | +$500K | 0.06% | 244 |
|
|
2019
Q2 | $2.14M | Sell |
30,279
-527
| -2% | -$37.2K | 0.06% | 273 |
|
|
2019
Q1 | $2.1M | Buy |
+30,806
| New | +$2.1M | 0.08% | 225 |
|