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
2024
Q2 		– Sell
-45,993
Closed -$15K – 2037
2024
Q1 		$15K Buy
+45,993
New +$890K ﹤0.01% 1928

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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Mercer Global Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 5.1% in Q1 2026, selling an estimated $3.58M and leaving 2,531,564 shares worth $63.5M. The position accounts for 0.09% of the portfolio, ranked #124.

Mercer Global Advisors first reported a position in SCHB in Q1 2019 and has held it in 29 quarters since. The position peaked at $71.5M in Q4 2021. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Mercer Global Advisors held 2,531,564 shares of Schwab US Broad Market ETF worth $63.5M as of Q1 2026.
  • Mercer Global Advisors sold 136,340 Schwab US Broad Market ETF shares in Q1 2026, an estimated $3.58M.
  • Schwab US Broad Market ETF made up 0.09% of Mercer Global Advisors's portfolio in Q1 2026, its #124 holding.
  • Mercer Global Advisors first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Schwab US Broad Market ETF position peaked at $71.5M in Q4 2021.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

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