Mercer Global Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $255M | Sell |
9,928,543
-458,464
| -4% | -$12.3M | 0.38% | 39 |
|
|
2025
Q4 | $283M | Buy |
10,387,007
+37,076
| +0.4% | +$990K | 0.43% | 36 |
|
|
2025
Q3 | $273M | Sell |
10,349,931
-1,089,816
| -10% | -$27.7M | 0.46% | 35 |
|
|
2025
Q2 | $280M | Sell |
11,439,747
-275,131
| -2% | -$6.22M | 0.63% | 29 |
|
|
2025
Q1 | $259M | Sell |
11,714,878
-182,435
| -2% | -$4.25M | 0.59% | 29 |
|
|
2024
Q4 | $276M | Sell |
11,897,313
-29,853,225
| -72% | -$696M | 0.67% | 28 |
|
|
2024
Q3 | $314M | Buy |
41,750,538
+27,539,049
| +194% | +$600M | 0.73% | 27 |
|
|
2024
Q2 | $304M | Sell |
14,211,489
-722,199
| -5% | -$14.9M | 0.83% | 26 |
|
|
2024
Q1 | $314M | Sell |
14,933,688
-136,404
| -0.9% | -$2.69M | 0.89% | 25 |
|
|
2023
Q4 | $283M | Sell |
15,070,092
-1,252,473
| -8% | -$22M | 0.85% | 25 |
|
|
2023
Q3 | $275M | Sell |
16,322,565
-935,832
| -5% | -$16.4M | 1.05% | 23 |
|
|
2023
Q2 | $301M | Sell |
17,258,397
-29,072,952
| -63% | -$480M | 1.2% | 19 |
|
|
2023
Q1 | $747M | Sell |
46,331,349
-1,087,635
| -2% | -$17.1M | 3.39% | 3 |
|
|
2022
Q4 | $714M | Sell |
47,418,984
-1,180,062
| -2% | -$17.9M | 3.57% | 3 |
|
|
2022
Q3 | $686M | Buy |
48,599,046
+10,044,450
| +26% | +$158M | 4.07% | 2 |
|
|
2022
Q2 | $574M | Buy |
38,554,596
+6,245,013
| +19% | +$101M | 3.51% | 3 |
|
|
2022
Q1 | $580M | Buy |
32,309,583
+5,247,681
| +19% | +$92.9M | 3.42% | 2 |
|
|
2021
Q4 | $513M | Buy |
27,061,902
+7,965,042
| +42% | +$147M | 3.17% | 4 |
|
|
2021
Q3 | $331M | Buy |
19,096,860
+3,544,974
| +23% | +$63.2M | 2.31% | 9 |
|
|
2021
Q2 | $269M | Buy |
15,551,886
+3,828,066
| +33% | +$64.6M | 2.07% | 8 |
|
|
2021
Q1 | $188M | Buy |
11,723,820
+3,769,176
| +47% | +$59.1M | 1.71% | 10 |
|
|
2020
Q4 | $121M | Buy |
7,954,644
+3,381,336
| +74% | +$48.4M | 1.51% | 14 |
|
|
2020
Q3 | $61.5M | Buy |
4,573,308
+3,366,054
| +279% | +$44.7M | 0.92% | 21 |
|
|
2020
Q2 | $14.9M | Sell |
1,207,254
-344,262
| -22% | -$4.01M | 0.27% | 62 |
|
|
2020
Q1 | $15.8M | Sell |
1,551,516
-120,906
| -7% | -$1.47M | 0.35% | 57 |
|
|
2019
Q4 | $21.4M | Sell |
1,672,422
-241,638
| -13% | -$2.96M | 0.43% | 48 |
|
|
2019
Q3 | $22.6M | Sell |
1,914,060
-92,928
| -5% | -$1.1M | 0.53% | 41 |
|
|
2019
Q2 | $23.5M | Buy |
2,006,988
+1,825,326
| +1,005% | +$21M | 0.62% | 35 |
|
|
2019
Q1 | $2.05M | Buy |
+181,662
| New | +$1.97M | 0.07% | 227 |
|
Other funds holding SCHX
HSA
MGIA
SFG
