Mercer Global Advisors
SCHO icon

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
Q2 		$28.6M Sell
1,186,671
-213,710
-15% -$5.17M 0.04% 277
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 SCHO Position: Q2 2026 in Review

Mercer Global Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 15% in Q2 2026, selling an estimated $5.17M and leaving 1,186,671 shares worth $28.6M. The position accounts for 0.04% of the portfolio, ranked #277.

Mercer Global Advisors first reported a position in SCHO in Q1 2019 and has held it in 30 quarters since. The position peaked at $66.8M in Q1 2024. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Mercer Global Advisors held 1,186,671 shares of Schwab Short-Term US Treasury ETF worth $28.6M as of Q2 2026.
  • Mercer Global Advisors sold 213,710 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $5.17M.
  • Schwab Short-Term US Treasury ETF made up 0.04% of Mercer Global Advisors's portfolio in Q2 2026, its #277 holding.
  • Mercer Global Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Schwab Short-Term US Treasury ETF position peaked at $66.8M in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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