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Schwab Strategic Tr shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $705k 28k 25.61
2025-06-30 $650k 26k 25.18
2025-03-31 $654k 26k 25.37
2024-12-31 $661k 26k 25.68
2024-09-30 $303k 12k 26.25

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Ishares Tr Core Us Aggbd Et (AGG)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Profitab (DUHP)
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Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)

View all positions for Mercer Global Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jones Financial Companies, L.L
Streettalk Advisors
Jpmorgan Chase & Co
Charles Schwab Trust
Pallas Capital Advisors
Fort Point Capital Partners
United Capital Financial Advisers
Wedmont Private Capital
Envestnet Asset Management
Garrett Investment Advisors
Jane Street
Beaird Harris Wealth Management
Old Mission Capital
Adviser Investments

View all funds holding Schwab Strategic Tr