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MERCER GLOBAL ADVISORS INC /ADV: SCHW position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 336,105 SCHW 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 336,105 shares
    Change vs previous 13F +6,512 shares

    0.04% of the 13F portfolio, value $31,012,447.

    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 329,593 shares
    Change vs previous 13F -11,387 shares

    0.05% of the 13F portfolio, value $30,975,184.

    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 340,980 shares
    Change vs previous 13F +27,802 shares

    0.05% of the 13F portfolio, value $34,776,178.

    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 313,178 shares
    Change vs previous 13F +69,366 shares

    0.05% of the 13F portfolio, value $29,899,148.

    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 243,812 shares
    Change vs previous 13F +22,399 shares

    0.05% of the 13F portfolio, value $22,245,931.

    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 221,413 shares
    Change vs previous 13F -66,339 shares

    0.04% of the 13F portfolio, value $17,299,141.

    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 287,752 shares
    Change vs previous 13F +86,101 shares

    0.04% of the 13F portfolio, value $16,836,394.

    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 201,651 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,887,507.

    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).