Mercer Global Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34M	Sell	1,400,381 -37,144	-3%	-$904K	0.05%	230
2025 Q4	$35M	Sell	1,437,525 -144,817	-9%	-$3.53M	0.05%	226
2025 Q3	$38.6M	Sell	1,582,342 -284,537	-15%	-$6.92M	0.06%	181
2025 Q2	$45.5M	Sell	1,866,879 -55,796	-3%	-$1.36M	0.09%	115
2025 Q1	$46.8M	Sell	1,922,675 -61,054	-3%	-$1.48M	0.11%	109
2024 Q4	$47.7M	Sell	1,983,729 -2,173,599	-52%	-$52.6M	0.12%	104
2024 Q3	$50.8M	Buy	4,157,328 +1,745,844	+72%	+$42.4M	0.12%	100
2024 Q2	$58M	Sell	2,411,484 -358,194	-13%	-$8.59M	0.16%	85
2024 Q1	$66.8M	Buy	2,769,678 +129,514	+5%	+$3.13M	0.19%	78
2023 Q4	$64M	Buy	2,640,164 +253,994	+11%	+$6.1M	0.19%	81
2023 Q3	$57.1M	Buy	2,386,170 +56,046	+2%	+$1.34M	0.22%	69
2023 Q2	$56M	Buy	2,330,124 +153,820	+7%	+$3.73M	0.22%	71
2023 Q1	$53.1M	Buy	2,176,304 +428,256	+24%	+$10.4M	0.24%	66
2022 Q4	$42.2M	Buy	1,748,048 +272,068	+18%	+$6.56M	0.21%	79
2022 Q3	$35.6M	Buy	1,475,980 +325,274	+28%	+$7.96M	0.21%	75
2022 Q2	$28.3M	Buy	1,150,706 +252,226	+28%	+$6.22M	0.17%	94
2022 Q1	$22.3M	Sell	898,480 -47,708	-5%	-$1.2M	0.13%	124
2021 Q4	$24.1M	Sell	946,188 -68,156	-7%	-$1.74M	0.15%	104
2021 Q3	$26M	Sell	1,014,344 -245,060	-19%	-$6.28M	0.18%	88
2021 Q2	$32.3M	Buy	1,259,404 +272,858	+28%	+$7M	0.25%	71
2021 Q1	$25.3M	Sell	986,546 -167,894	-15%	-$4.31M	0.23%	75
2020 Q4	$29.7M	Buy	1,154,440 +156,148	+16%	+$4.02M	0.37%	44
2020 Q3	$25.7M	Sell	998,292 -204,532	-17%	-$5.27M	0.39%	45
2020 Q2	$31.1M	Sell	1,202,824 -485,154	-29%	-$12.5M	0.56%	31
2020 Q1	$43.7M	Buy	1,687,978 +156,272	+10%	+$3.98M	0.96%	22
2019 Q4	$38.7M	Sell	1,531,706 -18,818	-1%	-$475K	0.77%	25
2019 Q3	$39.2M	Sell	1,550,524 -84,128	-5%	-$2.13M	0.92%	22
2019 Q2	$41.3M	Buy	1,634,652 +1,599,442	+4,543%	+$40.2M	1.1%	15
2019 Q1	$884K	Buy	+35,210	New	+$879K	0.03%	451

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mercer Global Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 2.6% in Q1 2026, selling an estimated $904K and leaving 1,400,381 shares worth $34M. The position accounts for 0.05% of the portfolio, ranked #230.

Mercer Global Advisors first reported a position in SCHO in Q1 2019 and has held it in 29 quarters since. The position peaked at $66.8M in Q1 2024. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Mercer Global Advisors held 1,400,381 shares of Schwab Short-Term US Treasury ETF worth $34M as of Q1 2026.
Mercer Global Advisors sold 37,144 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $904K.
Schwab Short-Term US Treasury ETF made up 0.05% of Mercer Global Advisors's portfolio in Q1 2026, its #230 holding.
Mercer Global Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 29 quarters since.
Mercer Global Advisors's Schwab Short-Term US Treasury ETF position peaked at $66.8M in Q1 2024.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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