Mercer Global Advisors
SCHM icon

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
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 $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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: Q1 2026 in Review

Mercer Global Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 18% in Q1 2026, selling an estimated $6.24M and leaving 865,348 shares worth $26.8M. The position accounts for 0.04% of the portfolio, ranked #262.

Mercer Global Advisors first reported a position in SCHM in Q1 2019 and has held it in 29 quarters since. The position peaked at $104M in Q2 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Mercer Global Advisors held 865,348 shares of Schwab US Mid-Cap ETF worth $26.8M as of Q1 2026.
  • Mercer Global Advisors sold 195,964 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $6.24M.
  • Schwab US Mid-Cap ETF made up 0.04% of Mercer Global Advisors's portfolio in Q1 2026, its #262 holding.
  • Mercer Global Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Schwab US Mid-Cap ETF position peaked at $104M in Q2 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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