Mercer Global Advisors
SCHW

Mercer Global Advisors’s Charles Schwab SCHW Stock Holding History

Mercer Global Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31M Sell
329,593
-11,387
-3% -$1.12M 0.05% 241
2025
Q4 		$34.8M Buy
340,980
+27,802
+9% +$2.64M 0.05% 227
2025
Q3 		$29.9M Buy
313,178
+69,366
+28% +$6.58M 0.05% 226
2025
Q2 		$22.2M Buy
243,812
+22,399
+10% +$1.88M 0.05% 227
2025
Q1 		$17.3M Sell
221,413
-66,339
-23% -$5.21M 0.04% 254
2024
Q4 		$16.8M Buy
287,752
+86,101
+43% +$6.44M 0.04% 247
2024
Q3 		$12.9M Buy
201,651
+30,624
+18% +$2.01M 0.03% 277
2024
Q2 		$12.6M Sell
171,027
-19,565
-10% -$1.45M 0.03% 261
2024
Q1 		$13.8M Buy
190,592
+30,490
+19% +$2.01M 0.04% 247
2023
Q4 		$11M Sell
160,102
-9,840
-6% -$568K 0.03% 288
2023
Q3 		$9.33M Sell
169,942
-42,888
-20% -$2.59M 0.04% 286
2023
Q2 		$12.1M Buy
212,830
+12,731
+6% +$667K 0.05% 254
2023
Q1 		$10.5M Buy
200,099
+8,885
+5% +$651K 0.05% 260
2022
Q4 		$15.9M Buy
191,214
+30,097
+19% +$2.34M 0.08% 188
2022
Q3 		$11.6M Sell
161,117
-12,357
-7% -$858K 0.07% 205
2022
Q2 		$11M Sell
173,474
-8,710
-5% -$601K 0.07% 209
2022
Q1 		$15.4M Buy
182,184
+1,275
+0.7% +$112K 0.09% 166
2021
Q4 		$15.2M Buy
180,909
+8,663
+5% +$701K 0.09% 163
2021
Q3 		$12.5M Sell
172,246
-34,937
-17% -$2.5M 0.09% 186
2021
Q2 		$15.1M Buy
207,183
+2,945
+1% +$208K 0.12% 140
2021
Q1 		$13.3M Buy
204,238
+175,225
+604% +$10.6M 0.12% 138
2020
Q4 		$1.54M Buy
29,013
+8,150
+39% +$369K 0.02% 492
2020
Q3 		$756K Sell
20,863
-9,805
-32% -$341K 0.01% 637
2020
Q2 		$1.03M Sell
30,668
-1,025
-3% -$36.7K 0.02% 473
2020
Q1 		$1.07M Buy
31,693
+7,961
+34% +$334K 0.02% 457
2019
Q4 		$1.13M Sell
23,732
-3,278
-12% -$144K 0.02% 491
2019
Q3 		$1.13M Buy
27,010
+8,371
+45% +$338K 0.03% 450
2019
Q2 		$749K Buy
18,639
+6,100
+49% +$266K 0.02% 550
2019
Q1 		$536K Buy
+12,539
New +$566K 0.02% 605

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Mercer Global Advisors reduced its Charles Schwab (SCHW) stake by 3.3% in Q1 2026, selling an estimated $1.12M and leaving 329,593 shares worth $31M. The position accounts for 0.05% of the portfolio, ranked #241.

Mercer Global Advisors first reported a position in SCHW in Q1 2019 and has held it in 29 quarters since. The position peaked at $34.8M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Mercer Global Advisors held 329,593 shares of Charles Schwab worth $31M as of Q1 2026.
  • Mercer Global Advisors sold 11,387 Charles Schwab shares in Q1 2026, an estimated $1.12M.
  • Charles Schwab made up 0.05% of Mercer Global Advisors's portfolio in Q1 2026, its #241 holding.
  • Mercer Global Advisors first reported a position in Charles Schwab in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Charles Schwab position peaked at $34.8M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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