Mercer Global Advisors
SCHR

Mercer Global Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Mercer Global Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.77M Buy
111,368
+63,626
+133% +$1.59M ﹤0.01% 1035
2025
Q4 		$1.2M Sell
47,742
-4,183
-8% -$105K ﹤0.01% 1359
2025
Q3 		$1.3M Buy
51,925
+11,052
+27% +$276K ﹤0.01% 1246
2025
Q2 		$1.02M Sell
40,873
-9,713
-19% -$241K ﹤0.01% 1202
2025
Q1 		$1.26M Buy
50,586
+9,937
+24% +$243K ﹤0.01% 1019
2024
Q4 		$987K Sell
40,649
-46,873
-54% -$1.15M ﹤0.01% 1125
2024
Q3 		$1.11M Buy
87,522
+34,834
+66% +$870K ﹤0.01% 985
2024
Q2 		$1.28M Buy
52,688
+23,022
+78% +$557K ﹤0.01% 859
2024
Q1 		$728K Buy
29,666
+11,574
+64% +$285K ﹤0.01% 1092
2023
Q4 		$450K Buy
18,092
+4,404
+32% +$106K ﹤0.01% 1381
2023
Q3 		$328K Sell
13,688
-3,818
-22% -$92.9K ﹤0.01% 1473
2023
Q2 		$431K Buy
17,506
+5,072
+41% +$127K ﹤0.01% 1304
2023
Q1 		$314K Sell
12,434
-7,226
-37% -$180K ﹤0.01% 1483
2022
Q4 		$484K Sell
19,660
-20,278
-51% -$499K ﹤0.01% 1223
2022
Q3 		$981K Sell
39,938
-3,844
-9% -$98.3K 0.01% 853
2022
Q2 		$1.13M Buy
43,782
+5,176
+13% +$134K 0.01% 796
2022
Q1 		$1.03M Sell
38,606
-11,386
-23% -$311K 0.01% 884
2021
Q4 		$1.4M Sell
49,992
-4,190
-8% -$118K 0.01% 747
2021
Q3 		$1.54M Sell
54,182
-100,066
-65% -$2.86M 0.01% 708
2021
Q2 		$4.39M Sell
154,248
-1,134
-0.7% -$32.2K 0.03% 349
2021
Q1 		$4.38M Buy
155,382
+31,154
+25% +$894K 0.04% 323
2020
Q4 		$3.62M Buy
124,228
+1,322
+1% +$38.5K 0.05% 284
2020
Q3 		$3.61M Buy
122,906
+328
+0.3% +$9.63K 0.05% 251
2020
Q2 		$3.6M Buy
122,578
+3,790
+3% +$111K 0.07% 213
2020
Q1 		$3.49M Buy
118,788
+940
+0.8% +$26.6K 0.08% 220
2019
Q4 		$3.24M Buy
117,848
+6,528
+6% +$180K 0.06% 240
2019
Q3 		$3.09M Buy
111,320
+28,348
+34% +$784K 0.07% 217
2019
Q2 		$2.28M Buy
82,972
+38,672
+87% +$1.04M 0.06% 258
2019
Q1 		$1.19M Buy
+44,300
New +$1.18M 0.04% 360

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Mercer Global Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 133% in Q1 2026, buying an estimated $1.59M and bringing the position to 111,368 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Mercer Global Advisors first reported a position in SCHR in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.39M in Q2 2021. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Mercer Global Advisors held 111,368 shares of Schwab Intermediately-Term US Treasury ETF worth $2.77M as of Q1 2026.
  • Mercer Global Advisors bought 63,626 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $1.59M.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1035 holding.
  • Mercer Global Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $4.39M in Q2 2021.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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