Mercer Global Advisors »

Schwab Strategic Tr shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $606k 24k 25.71

More positions owned by Mercer Global Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
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)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
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
CacheTech
Adams Wealth Management
Summit Financial
Citadel Advisors
Goldman Sachs Group
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Susquehanna International
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Schwab Strategic Tr