Mercer Global Advisors
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Mercer Global Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mercer Global Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.2M Buy
873,101
+7,753
+0.9% +$267K 0.04% 251
2026
Q1 		$26.8M Sell
865,348
-195,964
-18% -$6.24M 0.04% 262
2025
Q4 		$31.9M Sell
1,061,312
-92,432
-8% -$2.76M 0.05% 242
2025
Q3 		$34.2M Sell
1,153,744
-424,636
-27% -$12.4M 0.06% 202
2025
Q2 		$44.3M Sell
1,578,380
-28,771
-2% -$759K 0.09% 119
2025
Q1 		$42.1M Buy
1,607,151
+6,363
+0.4% +$177K 0.1% 121
2024
Q4 		$44.4M Sell
1,600,788
-3,828,795
-71% -$109M 0.11% 112
2024
Q3 		$50.1M Buy
5,429,583
+3,928,551
+262% +$104M 0.12% 102
2024
Q2 		$38.9M Sell
1,501,032
-25,755
-2% -$674K 0.11% 116
2024
Q1 		$51.3M Sell
1,526,787
-32,970
-2% -$841K 0.15% 98
2023
Q4 		$39.2M Sell
1,559,757
-12,378
-0.8% -$284K 0.12% 121
2023
Q3 		$35.5M Sell
1,572,135
-44,124
-3% -$1.05M 0.13% 105
2023
Q2 		$38.3M Sell
1,616,259
-307,308
-16% -$6.93M 0.15% 101
2023
Q1 		$43.5M Sell
1,923,567
-135,177
-7% -$3.11M 0.2% 81
2022
Q4 		$45M Sell
2,058,744
-258,267
-11% -$5.66M 0.23% 73
2022
Q3 		$46.8M Buy
2,317,011
+155,094
+7% +$3.46M 0.28% 59
2022
Q2 		$45.2M Sell
2,161,917
-56,724
-3% -$1.31M 0.28% 62
2022
Q1 		$56.1M Sell
2,218,641
-62,667
-3% -$1.57M 0.33% 53
2021
Q4 		$61.2M Sell
2,281,308
-557,106
-20% -$14.9M 0.38% 47
2021
Q3 		$72.5M Sell
2,838,414
-1,151,883
-29% -$30.1M 0.51% 37
2021
Q2 		$104M Buy
3,990,297
+1,453,878
+57% +$37.6M 0.8% 25
2021
Q1 		$62.9M Buy
2,536,419
+130,515
+5% +$3.17M 0.57% 33
2020
Q4 		$54.7M Buy
2,405,904
+314,982
+15% +$6.57M 0.68% 30
2020
Q3 		$38.7M Buy
2,090,922
+181,662
+10% +$3.37M 0.58% 30
2020
Q2 		$33.5M Sell
1,909,260
-29,472
-2% -$480K 0.61% 29
2020
Q1 		$27.2M Buy
1,938,732
+56,703
+3% +$1.04M 0.6% 31
2019
Q4 		$37.7M Sell
1,882,029
-10,572
-0.6% -$205K 0.75% 27
2019
Q3 		$35.7M Buy
1,892,601
+133,608
+8% +$2.52M 0.84% 25
2019
Q2 		$33.5M Buy
1,758,993
+288,078
+20% +$5.39M 0.89% 21
2019
Q1 		$27.2M Buy
+1,470,915
New +$26.3M 0.98% 14

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mercer Global Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.9% in Q2 2026, buying an estimated $267K and bringing the position to 873,101 shares worth $32.2M. The position accounts for 0.04% of the portfolio, ranked #251.

Mercer Global Advisors first reported a position in SCHM in Q1 2019 and has held it in 30 quarters since. The position peaked at $104M in Q2 2021. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Mercer Global Advisors held 873,101 shares of Schwab US Mid-Cap ETF worth $32.2M as of Q2 2026.
  • Mercer Global Advisors bought 7,753 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $267K.
  • Schwab US Mid-Cap ETF made up 0.04% of Mercer Global Advisors's portfolio in Q2 2026, its #251 holding.
  • Mercer Global Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Schwab US Mid-Cap ETF position peaked at $104M in Q2 2021.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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