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

Mercer Global Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285M Sell
9,672,309
-256,234
-3% -$7.32M 0.35% 42
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 0.57% 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

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Mercer Global Advisors's SCHX Position: Q2 2026 in Review

Mercer Global Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.6% in Q2 2026, selling an estimated $7.32M and leaving 9,672,309 shares worth $285M. The position accounts for 0.35% of the portfolio, ranked #42.

Mercer Global Advisors first reported a position in SCHX in Q1 2019 and has held it in 30 quarters since. The position peaked at $747M in Q1 2023. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Mercer Global Advisors held 9,672,309 shares of Schwab US Large- Cap ETF worth $285M as of Q2 2026.
  • Mercer Global Advisors sold 256,234 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $7.32M.
  • Schwab US Large- Cap ETF made up 0.35% of Mercer Global Advisors's portfolio in Q2 2026, its #42 holding.
  • Mercer Global Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Schwab US Large- Cap ETF position peaked at $747M in Q1 2023.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.