Mercer Global Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280M | Sell |
11,439,747
-275,131
| -2% | -$6.72M | 0.57% | 25 |
|
|
2025
Q1 | $259M | Sell |
11,714,878
-182,435
| -2% | -$4.03M | 0.59% | 29 |
|
|
2024
Q4 | $276M | Sell |
11,897,313
-2,019,533
| -15% | -$46.8M | 0.67% | 28 |
|
|
2024
Q3 | $314M | Buy |
13,916,846
+9,179,683
| +194% | +$207M | 0.73% | 27 |
|
|
2024
Q2 | $304M | Sell |
4,737,163
-240,733
| -5% | -$15.5M | 0.83% | 26 |
|
|
2024
Q1 | $314M | Sell |
4,977,896
-45,468
| -0.9% | -$2.87M | 0.89% | 25 |
|
|
2023
Q4 | $283M | Sell |
5,023,364
-417,491
| -8% | -$23.5M | 0.85% | 25 |
|
|
2023
Q3 | $275M | Sell |
5,440,855
-311,944
| -5% | -$15.8M | 1.05% | 23 |
|
|
2023
Q2 | $301M | Sell |
5,752,799
-9,690,984
| -63% | -$508M | 1.2% | 19 |
|
|
2023
Q1 | $747M | Sell |
15,443,783
-362,545
| -2% | -$17.5M | 3.39% | 3 |
|
|
2022
Q4 | $714M | Sell |
15,806,328
-393,354
| -2% | -$17.8M | 3.57% | 3 |
|
|
2022
Q3 | $686M | Buy |
16,199,682
+3,348,150
| +26% | +$142M | 4.07% | 2 |
|
|
2022
Q2 | $574M | Buy |
12,851,532
+2,081,671
| +19% | +$93M | 3.51% | 3 |
|
|
2022
Q1 | $580M | Buy |
10,769,861
+6,259,544
| +139% | +$337M | 3.42% | 2 |
|
|
2021
Q4 | $513M | Buy |
4,510,317
+1,327,507
| +42% | +$151M | 3.17% | 4 |
|
|
2021
Q3 | $331M | Buy |
3,182,810
+590,829
| +23% | +$61.5M | 2.31% | 9 |
|
|
2021
Q2 | $269M | Buy |
2,591,981
+638,011
| +33% | +$66.3M | 2.07% | 8 |
|
|
2021
Q1 | $188M | Buy |
1,953,970
+628,196
| +47% | +$60.3M | 1.71% | 10 |
|
|
2020
Q4 | $121M | Buy |
1,325,774
+563,556
| +74% | +$51.3M | 1.51% | 14 |
|
|
2020
Q3 | $61.5M | Buy |
762,218
+561,009
| +279% | +$45.2M | 0.92% | 21 |
|
|
2020
Q2 | $14.9M | Sell |
201,209
-57,377
| -22% | -$4.25M | 0.27% | 62 |
|
|
2020
Q1 | $15.8M | Sell |
258,586
-20,151
| -7% | -$1.23M | 0.35% | 57 |
|
|
2019
Q4 | $21.4M | Sell |
278,737
-40,273
| -13% | -$3.09M | 0.43% | 48 |
|
|
2019
Q3 | $22.6M | Sell |
319,010
-15,488
| -5% | -$1.1M | 0.53% | 41 |
|
|
2019
Q2 | $23.5M | Buy |
334,498
+304,221
| +1,005% | +$21.4M | 0.62% | 35 |
|
|
2019
Q1 | $2.05M | Buy |
+30,277
| New | +$2.05M | 0.07% | 227 |
|