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MERCER GLOBAL ADVISORS INC /ADV: SCHZ position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 880,216 SCHZ 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 880,216 shares
    Change vs previous 13F +119,473 shares

    0.03% of the 13F portfolio, value $20,359,396.

    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 760,743 shares
    Change vs previous 13F -178,554 shares

    0.03% of the 13F portfolio, value $17,664,452.

    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 939,297 shares
    Change vs previous 13F +110,464 shares

    0.03% of the 13F portfolio, value $21,951,376.

    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 828,833 shares
    Change vs previous 13F -157,027 shares

    0.03% of the 13F portfolio, value $19,452,702.

    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 985,860 shares
    Change vs previous 13F -22,953 shares

    0.05% of the 13F portfolio, value $22,911,378.

    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 1,008,813 shares
    Change vs previous 13F -78,699 shares

    0.05% of the 13F portfolio, value $23,364,101.

    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 1,087,512 shares
    Change vs previous 13F +64,429 shares

    0.06% of the 13F portfolio, value $24,686,514.

    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 1,023,083 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $24,299,586.

    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).