Mercer Global Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.08M	Sell	124,597 -15,131	-11%	-$376K	﹤0.01%	993
2025 Q4	$3.48M	Sell	139,728 -1,098	-0.8%	-$27.4K	0.01%	855
2025 Q3	$3.51M	Sell	140,826 -5,285	-4%	-$131K	0.01%	795
2025 Q2	$3.63M	Sell	146,111 -48,940	-25%	-$1.2M	0.01%	677
2025 Q1	$4.81M	Buy	195,051 +2,897	+2%	+$71K	0.01%	550
2024 Q4	$4.68M	Buy	+192,154	New	+$4.71M	0.01%	552
2022 Q4	–	Sell	-26,924	Closed	-$623K	–	1987
2022 Q3	$623K	Sell	26,924 -79,786	-75%	-$1.89M	﹤0.01%	1038
2022 Q2	$2.53M	Buy	106,710 +1,750	+2%	+$41.8K	0.02%	550
2022 Q1	$2.55M	Sell	104,960 -3,506	-3%	-$86.7K	0.02%	580
2021 Q4	$2.74M	Sell	108,466 -64,476	-37%	-$1.63M	0.02%	530
2021 Q3	$4.42M	Sell	172,942 -42,624	-20%	-$1.09M	0.03%	375
2021 Q2	$5.52M	Buy	215,566 +15,376	+8%	+$393K	0.04%	313
2021 Q1	$5.1M	Buy	+200,190	New	+$5.12M	0.05%	293

Other funds holding SCHJ

HIC

Hamrick Investment Counsel Seattle, Washington $180M AUM

HIC

Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 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

SWA

Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

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

Mercer Global Advisors reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 11% in Q1 2026, selling an estimated $376K and leaving 124,597 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Mercer Global Advisors first reported a position in SCHJ in Q1 2021 and has held it in 13 quarters since. The position peaked at $5.52M in Q2 2021. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

Mercer Global Advisors held 124,597 shares of Schwab 1-5 Year Corporate Bond ETF worth $3.08M as of Q1 2026.
Mercer Global Advisors sold 15,131 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $376K.
Schwab 1-5 Year Corporate Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #993 holding.
Mercer Global Advisors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and has held it in 13 quarters since.
Mercer Global Advisors's Schwab 1-5 Year Corporate Bond ETF position peaked at $5.52M in Q2 2021.
125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

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