Charles Schwab Corporation shares owned by Mercer Global Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Mercer Global Advisors
from 13F filings
Historical chart of Mercer Global Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Mercer Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 313k | 95.47 |
| 2025-06-30 | $22M | 244k | 91.24 |
| 2025-03-31 | $17M | 221k | 78.13 |
| 2024-12-31 | $17M | 288k | 58.51 |
| 2024-09-30 | $13M | 202k | 63.91 |
| 2024-06-30 | $13M | 171k | 73.69 |
| 2024-03-31 | $14M | 191k | 72.35 |
| 2023-12-31 | $11M | 160k | 68.80 |
| 2023-09-30 | $9.3M | 170k | 54.90 |
| 2023-06-30 | $12M | 213k | 56.68 |
| 2023-03-31 | $11M | 200k | 52.38 |
| 2022-12-31 | $16M | 191k | 83.26 |
| 2022-09-30 | $12M | 161k | 71.87 |
| 2022-06-30 | $11M | 174k | 63.18 |
| 2022-03-31 | $15M | 182k | 84.31 |
| 2021-12-31 | $15M | 181k | 84.10 |
| 2021-09-30 | $13M | 172k | 72.84 |
| 2021-06-30 | $15M | 207k | 72.81 |
| 2021-03-31 | $6.1M | 93k | 65.18 |
| 2020-12-31 | $1.5M | 29k | 53.05 |
| 2020-09-30 | $756k | 21k | 36.24 |
| 2020-06-30 | $1.0M | 31k | 33.75 |
| 2020-03-31 | $1.1M | 32k | 33.64 |
| 2019-12-31 | $1.1M | 24k | 47.57 |
| 2019-09-30 | $1.1M | 27k | 41.80 |
| 2019-06-30 | $749k | 19k | 40.18 |
| 2019-03-31 | $536k | 13k | 42.75 |