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MERCER GLOBAL ADVISORS INC /ADV: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on SCHC, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 61,622 SCHC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 61,622 shares
    Change vs previous 13F -1,937 shares

    <0.01% of the 13F portfolio, value $2,965,251.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 63,559 shares
    Change vs previous 13F -7,814 shares

    <0.01% of the 13F portfolio, value $2,970,745.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 71,373 shares
    Change vs previous 13F +35,362 shares

    <0.01% of the 13F portfolio, value $3,249,607.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,011 shares
    Change vs previous 13F +3,593 shares

    <0.01% of the 13F portfolio, value $1,638,883.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,418 shares
    Change vs previous 13F -3,831 shares

    <0.01% of the 13F portfolio, value $1,380,671.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,249 shares
    Change vs previous 13F +4,169 shares

    <0.01% of the 13F portfolio, value $1,300,597.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,080 shares
    Change vs previous 13F -927 shares

    <0.01% of the 13F portfolio, value $1,101,300.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,007 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,268,255.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).