Mercer Global Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3M | Sell |
1,578,380
-28,771
| -2% | -$807K | 0.09% | 103 |
|
|
2025
Q1 | $42.1M | Buy |
1,607,151
+6,363
| +0.4% | +$167K | 0.1% | 121 |
|
|
2024
Q4 | $44.4M | Sell |
1,600,788
-209,073
| -12% | -$5.79M | 0.11% | 112 |
|
|
2024
Q3 | $50.1M | Buy |
1,809,861
+1,309,517
| +262% | +$36.2M | 0.12% | 102 |
|
|
2024
Q2 | $38.9M | Sell |
500,344
-8,585
| -2% | -$668K | 0.11% | 116 |
|
|
2024
Q1 | $51.3M | Sell |
508,929
-10,990
| -2% | -$1.11M | 0.15% | 98 |
|
|
2023
Q4 | $39.2M | Sell |
519,919
-4,126
| -0.8% | -$311K | 0.12% | 121 |
|
|
2023
Q3 | $35.5M | Sell |
524,045
-14,708
| -3% | -$995K | 0.13% | 105 |
|
|
2023
Q2 | $38.3M | Sell |
538,753
-102,436
| -16% | -$7.28M | 0.15% | 101 |
|
|
2023
Q1 | $43.5M | Sell |
641,189
-45,059
| -7% | -$3.06M | 0.2% | 81 |
|
|
2022
Q4 | $45M | Sell |
686,248
-86,089
| -11% | -$5.65M | 0.23% | 73 |
|
|
2022
Q3 | $46.8M | Buy |
772,337
+51,698
| +7% | +$3.13M | 0.28% | 59 |
|
|
2022
Q2 | $45.2M | Sell |
720,639
-18,908
| -3% | -$1.19M | 0.28% | 62 |
|
|
2022
Q1 | $56.1M | Sell |
739,547
-20,889
| -3% | -$1.58M | 0.33% | 53 |
|
|
2021
Q4 | $61.2M | Sell |
760,436
-185,702
| -20% | -$14.9M | 0.38% | 47 |
|
|
2021
Q3 | $72.5M | Sell |
946,138
-383,961
| -29% | -$29.4M | 0.51% | 37 |
|
|
2021
Q2 | $104M | Buy |
1,330,099
+484,626
| +57% | +$37.9M | 0.8% | 25 |
|
|
2021
Q1 | $62.9M | Buy |
845,473
+43,505
| +5% | +$3.24M | 0.57% | 33 |
|
|
2020
Q4 | $54.7M | Buy |
801,968
+104,994
| +15% | +$7.16M | 0.68% | 30 |
|
|
2020
Q3 | $38.7M | Buy |
696,974
+60,554
| +10% | +$3.36M | 0.58% | 30 |
|
|
2020
Q2 | $33.5M | Sell |
636,420
-9,824
| -2% | -$517K | 0.61% | 29 |
|
|
2020
Q1 | $27.2M | Buy |
646,244
+18,901
| +3% | +$797K | 0.6% | 31 |
|
|
2019
Q4 | $37.7M | Sell |
627,343
-3,524
| -0.6% | -$212K | 0.75% | 27 |
|
|
2019
Q3 | $35.7M | Buy |
630,867
+44,536
| +8% | +$2.52M | 0.84% | 25 |
|
|
2019
Q2 | $33.5M | Buy |
586,331
+96,026
| +20% | +$5.48M | 0.89% | 21 |
|
|
2019
Q1 | $27.2M | Buy |
+490,305
| New | +$27.2M | 0.98% | 14 |
|