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 Q2	$89.9M	Buy	2,835,812 +538,642	+23%	+$17.1M	0.11%	113
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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Mercer Global Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 23% in Q2 2026, buying an estimated $17.1M and bringing the position to 2,835,812 shares worth $89.9M. The position accounts for 0.11% of the portfolio, ranked #113.

Mercer Global Advisors first reported a position in SCHD in Q1 2019 and has held it in 30 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Mercer Global Advisors held 2,835,812 shares of Schwab US Dividend Equity ETF worth $89.9M as of Q2 2026.
Mercer Global Advisors bought 538,642 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $17.1M.
Schwab US Dividend Equity ETF made up 0.11% of Mercer Global Advisors's portfolio in Q2 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 30 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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