Mercer Global Advisors
SCHK icon

Mercer Global Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Mercer Global Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$406K Buy
12,970
+559
+5% +$18.3K ﹤0.01% 2157
2025
Q4 		$407K Sell
12,411
-2,497
-17% -$81.3K ﹤0.01% 2009
2025
Q3 		$479K Sell
14,908
-843
-5% -$26.1K ﹤0.01% 1777
2025
Q2 		$470K Buy
+15,751
New +$434K ﹤0.01% 1597
2024
Q4 		– Sell
-21,032
Closed -$288K – 2267
2024
Q3 		$288K Buy
21,032
+10,158
+93% +$270K ﹤0.01% 1629
2024
Q2 		$284K Buy
10,874
+50
+0.5% +$1.26K ﹤0.01% 1603
2024
Q1 		$274K Buy
+10,824
New +$261K ﹤0.01% 1620

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Mercer Global Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 4.5% in Q1 2026, buying an estimated $18.3K and bringing the position to 12,970 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Mercer Global Advisors first reported a position in SCHK in Q1 2024 and has held it in 7 quarters since. The position peaked at $479K in Q3 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Mercer Global Advisors held 12,970 shares of Schwab 1000 Index ETF worth $406K as of Q1 2026.
  • Mercer Global Advisors bought 559 Schwab 1000 Index ETF shares in Q1 2026, an estimated $18.3K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2157 holding.
  • Mercer Global Advisors first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 7 quarters since.
  • Mercer Global Advisors's Schwab 1000 Index ETF position peaked at $479K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

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