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MERCER GLOBAL ADVISORS INC /ADV: SCHD position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 2,835,812 SCHD 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 2,835,812 shares
    Change vs previous 13F +538,642 shares

    0.11% of the 13F portfolio, value $89,923,590.

    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 2,297,170 shares
    Change vs previous 13F +508,108 shares

    0.1% of the 13F portfolio, value $70,477,171.

    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 1,789,062 shares
    Change vs previous 13F +216,713 shares

    0.08% of the 13F portfolio, value $50,338,977.

    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 1,572,349 shares
    Change vs previous 13F -64,543 shares

    0.07% of the 13F portfolio, value $42,925,106.

    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 1,636,892 shares
    Change vs previous 13F +150,876 shares

    0.1% of the 13F portfolio, value $43,377,648.

    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 1,486,016 shares
    Change vs previous 13F +48,963 shares

    0.1% of the 13F portfolio, value $41,549,007.

    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 1,437,053 shares
    Change vs previous 13F +550,218 shares

    0.1% of the 13F portfolio, value $39,260,293.

    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 886,835 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $25,045,283.

    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).