Mercer Global Advisors
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Mercer Global Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mercer Global Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.7M Sell
760,743
-178,554
-19% -$4.18M 0.03% 343
2025
Q4 		$22M Buy
939,297
+110,464
+13% +$2.59M 0.03% 315
2025
Q3 		$19.5M Sell
828,833
-157,027
-16% -$3.65M 0.03% 317
2025
Q2 		$22.9M Sell
985,860
-22,953
-2% -$527K 0.05% 223
2025
Q1 		$23.4M Sell
1,008,813
-78,699
-7% -$1.8M 0.05% 198
2024
Q4 		$24.7M Sell
1,087,512
-958,654
-47% -$22.1M 0.06% 176
2024
Q3 		$24.3M Buy
2,046,166
+1,021,482
+100% +$23.9M 0.06% 187
2024
Q2 		$23.4M Sell
1,024,684
-83,386
-8% -$1.89M 0.06% 173
2024
Q1 		$26.1M Sell
1,108,070
-51,880
-4% -$1.19M 0.07% 162
2023
Q4 		$27M Buy
1,159,950
+80,306
+7% +$1.8M 0.08% 158
2023
Q3 		$23.9M Buy
1,079,644
+57,748
+6% +$1.31M 0.09% 138
2023
Q2 		$23.6M Sell
1,021,896
-54,590
-5% -$1.27M 0.09% 149
2023
Q1 		$25.2M Sell
1,076,486
-129,970
-11% -$3.02M 0.11% 134
2022
Q4 		$27.5M Sell
1,206,456
-304,478
-20% -$6.93M 0.14% 119
2022
Q3 		$34.2M Sell
1,510,934
-486,770
-24% -$11.6M 0.2% 76
2022
Q2 		$47.8M Sell
1,997,704
-745,142
-27% -$18M 0.29% 59
2022
Q1 		$69.4M Buy
2,742,846
+77,714
+3% +$2.02M 0.41% 44
2021
Q4 		$71.8M Sell
2,665,132
-1,285,406
-33% -$34.7M 0.44% 41
2021
Q3 		$107M Sell
3,950,538
-84,320
-2% -$2.31M 0.75% 25
2021
Q2 		$110M Buy
4,034,858
+2,456,422
+156% +$66.7M 0.85% 23
2021
Q1 		$42.6M Buy
1,578,436
+27,056
+2% +$743K 0.39% 46
2020
Q4 		$43.5M Sell
1,551,380
-190,262
-11% -$5.32M 0.54% 33
2020
Q3 		$48.8M Buy
1,741,642
+122,274
+8% +$3.45M 0.73% 25
2020
Q2 		$45.5M Sell
1,619,368
-1,834,578
-53% -$51M 0.83% 24
2020
Q1 		$93.7M Sell
3,453,946
-608,816
-15% -$16.4M 2.06% 9
2019
Q4 		$109M Buy
4,062,762
+581,730
+17% +$15.6M 2.17% 8
2019
Q3 		$93.7M Sell
3,481,032
-200,126
-5% -$5.35M 2.2% 6
2019
Q2 		$97.6M Buy
3,681,158
+3,667,136
+26,153% +$95.4M 2.59% 3
2019
Q1 		$364K Buy
+14,022
New +$358K 0.01% 755

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mercer Global Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 19% in Q1 2026, selling an estimated $4.18M and leaving 760,743 shares worth $17.7M. The position accounts for 0.03% of the portfolio, ranked #343.

Mercer Global Advisors first reported a position in SCHZ in Q1 2019 and has held it in 29 quarters since. The position peaked at $110M in Q2 2021. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Mercer Global Advisors held 760,743 shares of Schwab US Aggregate Bond ETF worth $17.7M as of Q1 2026.
  • Mercer Global Advisors sold 178,554 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $4.18M.
  • Schwab US Aggregate Bond ETF made up 0.03% of Mercer Global Advisors's portfolio in Q1 2026, its #343 holding.
  • Mercer Global Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Schwab US Aggregate Bond ETF position peaked at $110M in Q2 2021.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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