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MERCER GLOBAL ADVISORS INC /ADV: SCHO position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 1,186,671 SCHO 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 1,186,671 shares
    Change vs previous 13F -213,710 shares

    0.04% of the 13F portfolio, value $28,646,228.

    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 1,400,381 shares
    Change vs previous 13F -37,144 shares

    0.05% of the 13F portfolio, value $33,987,257.

    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 1,437,525 shares
    Change vs previous 13F -144,817 shares

    0.05% of the 13F portfolio, value $35,032,489.

    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 1,582,342 shares
    Change vs previous 13F -284,537 shares

    0.06% of the 13F portfolio, value $38,609,150.

    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 1,866,879 shares
    Change vs previous 13F -55,796 shares

    0.1% of the 13F portfolio, value $45,514,521.

    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 1,922,675 shares
    Change vs previous 13F -61,054 shares

    0.11% of the 13F portfolio, value $46,797,906.

    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 1,983,729 shares
    Change vs previous 13F -94,935 shares

    0.12% of the 13F portfolio, value $47,728,509.

    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 2,078,664 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $50,802,549.

    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).