Mercer Global Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mercer Global Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70.5M	Buy	2,297,170 +508,108	+28%	+$15.4M	0.1%	113
2025 Q4	$50.3M	Buy	1,789,062 +216,713	+14%	+$5.89M	0.08%	158
2025 Q3	$42.9M	Sell	1,572,349 -64,543	-4%	-$1.76M	0.07%	165
2025 Q2	$43.4M	Buy	1,636,892 +150,876	+10%	+$3.94M	0.09%	122
2025 Q1	$41.5M	Buy	1,486,016 +48,963	+3%	+$1.36M	0.1%	122
2024 Q4	$39.3M	Sell	1,437,053 -1,223,452	-46%	-$34.8M	0.1%	122
2024 Q3	$25M	Buy	2,660,505 +1,801,545	+210%	+$49.1M	0.06%	182
2024 Q2	$22.3M	Buy	858,960 +59,628	+7%	+$1.55M	0.06%	178
2024 Q1	$22.1M	Sell	799,332 -23,517	-3%	-$608K	0.06%	186
2023 Q4	$20.9M	Buy	822,849 +8,865	+1%	+$211K	0.06%	189
2023 Q3	$19.2M	Sell	813,984 -56,046	-6%	-$1.38M	0.07%	166
2023 Q2	$21.1M	Sell	870,030 -119,049	-12%	-$2.84M	0.08%	164
2023 Q1	$24.1M	Sell	989,079 -467,868	-32%	-$11.7M	0.11%	142
2022 Q4	$36.7M	Buy	1,456,947 +311,331	+27%	+$7.68M	0.18%	86
2022 Q3	$25.4M	Sell	1,145,616 -57,054	-5%	-$1.39M	0.15%	107
2022 Q2	$28.7M	Sell	1,202,670 -32,874	-3%	-$836K	0.18%	91
2022 Q1	$32.5M	Sell	1,235,544 -19,899	-2%	-$521K	0.19%	78
2021 Q4	$33.8M	Sell	1,255,443 -166,281	-12%	-$4.32M	0.21%	77
2021 Q3	$35.2M	Sell	1,421,724 -1,234,770	-46%	-$31.4M	0.25%	67
2021 Q2	$67M	Buy	2,656,494 +45,249	+2%	+$1.14M	0.52%	42
2021 Q1	$63.5M	Buy	2,611,245 +717,894	+38%	+$16.3M	0.58%	32
2020 Q4	$40.5M	Buy	1,893,351 +449,268	+31%	+$9.11M	0.51%	35
2020 Q3	$26.6M	Buy	1,444,083 +25,437	+2%	+$468K	0.4%	43
2020 Q2	$24.5M	Buy	1,418,646 +5,532	+0.4%	+$93.4K	0.44%	40
2020 Q1	$21.2M	Buy	1,413,114 +134,634	+11%	+$2.42M	0.47%	42
2019 Q4	$24.7M	Sell	1,278,480 -32,379	-2%	-$607K	0.49%	38
2019 Q3	$23.9M	Buy	1,310,859 +78,867	+6%	+$1.41M	0.56%	36
2019 Q2	$21.8M	Buy	1,231,992 +49,917	+4%	+$878K	0.58%	37
2019 Q1	$20.6M	Buy	+1,182,075	New	+$19.9M	0.74%	27

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Mercer Global Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 28% in Q1 2026, buying an estimated $15.4M and bringing the position to 2,297,170 shares worth $70.5M. The position accounts for 0.1% of the portfolio, ranked #113.

Mercer Global Advisors first reported a position in SCHD in Q1 2019 and has held it in 29 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Mercer Global Advisors held 2,297,170 shares of Schwab US Dividend Equity ETF worth $70.5M as of Q1 2026.
Mercer Global Advisors bought 508,108 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $15.4M.
Schwab US Dividend Equity ETF made up 0.1% of Mercer Global Advisors's portfolio in Q1 2026, its #113 holding.
Mercer Global Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 29 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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