Mercer Global Advisors
SCHH icon

Mercer Global Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Mercer Global Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.23M Buy
136,340
+31,862
+30% +$743K ﹤0.01% 1087
2026
Q1 		$2.25M Sell
104,478
-17,707
-14% -$388K ﹤0.01% 1141
2025
Q4 		$2.55M Buy
122,185
+12,477
+11% +$265K ﹤0.01% 993
2025
Q3 		$2.37M Sell
109,708
-20,986
-16% -$448K ﹤0.01% 965
2025
Q2 		$2.77M Sell
130,694
-22,969
-15% -$481K 0.01% 761
2025
Q1 		$3.31M Sell
153,663
-98,054
-39% -$2.1M 0.01% 670
2024
Q4 		$5.3M Buy
251,717
+125,143
+99% +$2.8M 0.01% 523
2024
Q3 		$2.91M Buy
126,574
+14,959
+13% +$327K 0.01% 654
2024
Q2 		$2.23M Buy
111,615
+28,190
+34% +$550K 0.01% 692
2024
Q1 		$2.09M Sell
83,425
-7,934
-9% -$159K 0.01% 714
2023
Q4 		$1.89M Sell
91,359
-16,596
-15% -$308K 0.01% 758
2023
Q3 		$1.92M Buy
107,955
+14,732
+16% +$283K 0.01% 718
2023
Q2 		$1.82M Buy
93,223
+6,404
+7% +$123K 0.01% 757
2023
Q1 		$1.69M Buy
86,819
+11,294
+15% +$226K 0.01% 727
2022
Q4 		$1.46M Sell
75,525
-19,263
-20% -$371K 0.01% 778
2022
Q3 		$1.77M Sell
94,788
-12,854
-12% -$278K 0.01% 655
2022
Q2 		$2.27M Sell
107,642
-18,266
-15% -$420K 0.01% 582
2022
Q1 		$3.13M Sell
125,908
-6,472
-5% -$156K 0.02% 517
2021
Q4 		$3.49M Buy
132,380
+1,888
+1% +$46.5K 0.02% 464
2021
Q3 		$2.98M Sell
130,492
-17,362
-12% -$414K 0.02% 478
2021
Q2 		$3.38M Buy
147,854
+18,610
+14% +$414K 0.03% 416
2021
Q1 		$2.65M Sell
129,244
-29,646
-19% -$580K 0.02% 448
2020
Q4 		$3.02M Sell
158,890
-23,854
-13% -$441K 0.04% 329
2020
Q3 		$3.23M Sell
182,744
-113,552
-38% -$2.04M 0.05% 278
2020
Q2 		$5.22M Sell
296,296
-335,064
-53% -$5.82M 0.09% 163
2020
Q1 		$10.3M Sell
631,360
-161,940
-20% -$3.46M 0.23% 81
2019
Q4 		$18.2M Sell
793,300
-30,826
-4% -$718K 0.36% 58
2019
Q3 		$19.4M Buy
824,126
+12,062
+1% +$277K 0.46% 48
2019
Q2 		$18M Buy
812,064
+744,886
+1,109% +$16.6M 0.48% 48
2019
Q1 		$1.49M Buy
+67,178
New +$1.43M 0.05% 304

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Mercer Global Advisors increased its Schwab US REIT ETF (SCHH) stake by 30% in Q2 2026, buying an estimated $743K and bringing the position to 136,340 shares worth $3.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Mercer Global Advisors first reported a position in SCHH in Q1 2019 and has held it in 30 quarters since. The position peaked at $19.4M in Q3 2019. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Mercer Global Advisors held 136,340 shares of Schwab US REIT ETF worth $3.23M as of Q2 2026.
  • Mercer Global Advisors bought 31,862 Schwab US REIT ETF shares in Q2 2026, an estimated $743K.
  • Schwab US REIT ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1087 holding.
  • Mercer Global Advisors first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Schwab US REIT ETF position peaked at $19.4M in Q3 2019.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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