Mercer Global Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.26M	Buy	99,782 +32,065	+47%	+$735K	﹤0.01%	1135
2025 Q4	$1.56M	Sell	67,717 -4,017	-6%	-$92.6K	﹤0.01%	1237
2025 Q3	$1.66M	Buy	71,734 +46,522	+185%	+$1.06M	﹤0.01%	1119
2025 Q2	$574K	Sell	25,212 -13,947	-36%	-$311K	﹤0.01%	1497
2025 Q1	$880K	Buy	39,159 +8,566	+28%	+$190K	﹤0.01%	1200
2024 Q4	$675K	Sell	30,593 -24,945	-45%	-$560K	﹤0.01%	1286
2024 Q3	$642K	Buy	55,538 +19,234	+53%	+$436K	﹤0.01%	1210
2024 Q2	$801K	Buy	36,304 +23,780	+190%	+$521K	﹤0.01%	1075
2024 Q1	$279K	Sell	12,524 -11,474	-48%	-$255K	﹤0.01%	1606
2023 Q4	$539K	Buy	+23,998	New	+$514K	﹤0.01%	1278
2023 Q3	–	Sell	-12,280	Closed	-$270K	–	2046
2023 Q2	$270K	Buy	+12,280	New	+$272K	﹤0.01%	1569
2021 Q2	–	Sell	-105,506	Closed	-$2.71M	–	1733
2021 Q1	$2.71M	Buy	+105,506	New	+$2.77M	0.02%	442

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Mercer Global Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 47% in Q1 2026, buying an estimated $735K and bringing the position to 99,782 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Mercer Global Advisors first reported a position in SCHI in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.71M in Q1 2021. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Mercer Global Advisors held 99,782 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.26M as of Q1 2026.
Mercer Global Advisors bought 32,065 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $735K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1135 holding.
Mercer Global Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 12 quarters since.
Mercer Global Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.71M in Q1 2021.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

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