Mercer Global Advisors
SCHV

Mercer Global Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mercer Global Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.8M Sell
321,188
-114,174
-26% -$3.56M 0.01% 510
2025
Q4 		$12.9M Buy
435,362
+88,829
+26% +$2.6M 0.02% 432
2025
Q3 		$10.1M Sell
346,533
-22,612
-6% -$642K 0.02% 460
2025
Q2 		$10.2M Sell
369,145
-218,692
-37% -$5.75M 0.02% 383
2025
Q1 		$15.6M Buy
587,837
+41,581
+8% +$1.12M 0.04% 272
2024
Q4 		$14.2M Sell
546,256
-395,879
-42% -$10.7M 0.03% 282
2024
Q3 		$11.5M Buy
942,135
+537,327
+133% +$13.8M 0.03% 301
2024
Q2 		$10M Sell
404,808
-248,205
-38% -$6.13M 0.03% 303
2024
Q1 		$10.8M Buy
653,013
+423,405
+184% +$10.2M 0.03% 299
2023
Q4 		$5.37M Sell
229,608
-17,697
-7% -$387K 0.02% 454
2023
Q3 		$5.31M Sell
247,305
-6,207
-2% -$139K 0.02% 417
2023
Q2 		$5.67M Sell
253,512
-21,621
-8% -$472K 0.02% 417
2023
Q1 		$6.01M Sell
275,133
-16,815
-6% -$374K 0.03% 387
2022
Q4 		$6.42M Sell
291,948
-3,006
-1% -$65.1K 0.03% 368
2022
Q3 		$5.75M Sell
294,954
-3,072
-1% -$66.1K 0.03% 345
2022
Q2 		$6.2M Sell
298,026
-31,392
-10% -$705K 0.04% 313
2022
Q1 		$7.84M Sell
329,418
-72,873
-18% -$1.73M 0.05% 277
2021
Q4 		$9.82M Sell
402,291
-106,161
-21% -$2.51M 0.06% 240
2021
Q3 		$11.4M Sell
508,452
-937,359
-65% -$21.7M 0.08% 201
2021
Q2 		$33M Buy
1,445,811
+55,653
+4% +$1.26M 0.25% 69
2021
Q1 		$30.3M Buy
1,390,158
+104,817
+8% +$2.18M 0.28% 64
2020
Q4 		$25.5M Buy
1,285,341
+53,346
+4% +$997K 0.32% 55
2020
Q3 		$21.4M Sell
1,231,995
-26,451
-2% -$463K 0.32% 55
2020
Q2 		$21M Buy
1,258,446
+145,890
+13% +$2.38M 0.38% 45
2020
Q1 		$16.4M Buy
1,112,556
+52,857
+5% +$969K 0.36% 53
2019
Q4 		$21.2M Sell
1,059,699
-11,280
-1% -$219K 0.42% 50
2019
Q3 		$20.3M Buy
1,070,979
+172,422
+19% +$3.23M 0.48% 44
2019
Q2 		$16.8M Buy
898,557
+40,710
+5% +$753K 0.45% 51
2019
Q1 		$15.7M Buy
+857,847
New +$15.2M 0.56% 39

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Mercer Global Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 26% in Q1 2026, selling an estimated $3.56M and leaving 321,188 shares worth $9.8M. The position accounts for 0.01% of the portfolio, ranked #510.

Mercer Global Advisors first reported a position in SCHV in Q1 2019 and has held it in 29 quarters since. The position peaked at $33M in Q2 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Mercer Global Advisors held 321,188 shares of Schwab US Large-Cap Value ETF worth $9.8M as of Q1 2026.
  • Mercer Global Advisors sold 114,174 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $3.56M.
  • Schwab US Large-Cap Value ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #510 holding.
  • Mercer Global Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Schwab US Large-Cap Value ETF position peaked at $33M in Q2 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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