Mercer Global Advisors
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Mercer Global Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mercer Global Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.1M Sell
1,304,552
-15,185
-1% -$503K 0.05% 197
2026
Q1 		$38.4M Buy
1,319,737
+184,341
+16% +$5.73M 0.06% 204
2025
Q4 		$37M Buy
1,135,396
+44,347
+4% +$1.44M 0.06% 212
2025
Q3 		$34.8M Sell
1,091,049
-38,912
-3% -$1.19M 0.06% 197
2025
Q2 		$33M Sell
1,129,961
-212,225
-16% -$5.61M 0.07% 165
2025
Q1 		$33.6M Buy
1,342,186
+64,150
+5% +$1.76M 0.08% 152
2024
Q4 		$35.6M Sell
1,278,036
-2,698,128
-68% -$73.8M 0.09% 132
2024
Q3 		$25.7M Buy
3,976,164
+3,042,424
+326% +$76.6M 0.06% 175
2024
Q2 		$23.5M Sell
933,740
-6,196
-0.7% -$146K 0.06% 170
2024
Q1 		$22.8M Sell
939,936
-38,388
-4% -$849K 0.06% 179
2023
Q4 		$20.3M Sell
978,324
-37,360
-4% -$723K 0.06% 194
2023
Q3 		$18.5M Sell
1,015,684
-59,952
-6% -$1.13M 0.07% 173
2023
Q2 		$20.2M Sell
1,075,636
-37,784
-3% -$648K 0.08% 173
2023
Q1 		$18.1M Sell
1,113,420
-149,668
-12% -$2.27M 0.08% 173
2022
Q4 		$17.5M Sell
1,263,088
-67,848
-5% -$975K 0.09% 174
2022
Q3 		$18.6M Sell
1,330,936
-108,768
-8% -$1.7M 0.11% 143
2022
Q2 		$20.9M Sell
1,439,704
-202,516
-12% -$3.24M 0.13% 127
2022
Q1 		$30.7M Sell
1,642,220
-103,444
-6% -$1.89M 0.18% 82
2021
Q4 		$35.7M Sell
1,745,664
-330,344
-16% -$6.6M 0.22% 73
2021
Q3 		$38.4M Sell
2,076,008
-1,101,000
-35% -$21M 0.27% 62
2021
Q2 		$58M Sell
3,177,008
-92,328
-3% -$1.6M 0.45% 47
2021
Q1 		$53M Sell
3,269,336
-142,000
-4% -$2.31M 0.48% 40
2020
Q4 		$54.8M Buy
3,411,336
+1,325,592
+64% +$20.1M 0.68% 29
2020
Q3 		$30M Sell
2,085,744
-118,712
-5% -$1.65M 0.45% 38
2020
Q2 		$28M Sell
2,204,456
-256,336
-10% -$2.99M 0.51% 36
2020
Q1 		$24.5M Sell
2,460,792
-239,144
-9% -$2.73M 0.54% 36
2019
Q4 		$31.4M Sell
2,699,936
-90,568
-3% -$998K 0.63% 32
2019
Q3 		$29.3M Buy
2,790,504
+1,096,280
+65% +$11.6M 0.69% 30
2019
Q2 		$17.6M Buy
1,694,224
+9,208
+0.5% +$93.6K 0.47% 49
2019
Q1 		$16.7M Buy
+1,685,016
New +$15.9M 0.6% 35

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Mercer Global Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q2 2026, selling an estimated $503K and leaving 1,304,552 shares worth $44.1M. The position accounts for 0.05% of the portfolio, ranked #197.

Mercer Global Advisors first reported a position in SCHG in Q1 2019 and has held it in 30 quarters since. The position peaked at $58M in Q2 2021. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Mercer Global Advisors held 1,304,552 shares of Schwab US Large-Cap Growth ETF worth $44.1M as of Q2 2026.
  • Mercer Global Advisors sold 15,185 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $503K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Mercer Global Advisors's portfolio in Q2 2026, its #197 holding.
  • Mercer Global Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Schwab US Large-Cap Growth ETF position peaked at $58M in Q2 2021.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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