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MERCER GLOBAL ADVISORS INC /ADV: SCHM position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 873,101 SCHM 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 873,101 shares
    Change vs previous 13F +7,753 shares

    0.04% of the 13F portfolio, value $32,191,248.

    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 865,348 shares
    Change vs previous 13F -195,964 shares

    0.04% of the 13F portfolio, value $26,791,175.

    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 1,061,312 shares
    Change vs previous 13F -92,432 shares

    0.05% of the 13F portfolio, value $31,913,663.

    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 1,153,744 shares
    Change vs previous 13F -424,636 shares

    0.06% of the 13F portfolio, value $34,196,976.

    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 1,578,380 shares
    Change vs previous 13F -28,771 shares

    0.1% of the 13F portfolio, value $44,273,550.

    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 1,607,151 shares
    Change vs previous 13F +6,363 shares

    0.1% of the 13F portfolio, value $42,107,367.

    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 1,600,788 shares
    Change vs previous 13F -209,073 shares

    0.11% of the 13F portfolio, value $44,357,837.

    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 1,809,861 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $50,055,864.

    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).