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Position history for MGMERCER GLOBAL ADVISORS INC /ADV's holdings in SCHWAB US AGGREGATE BOND ETF

MERCER GLOBAL ADVISORS INC /ADV holds 880,216 shares of SCHZ (SCHWAB US AGGREGATE BOND ETF), worth $20.4M as of 2026-Q2. The position was increased (+15.7% shares). SCHZ represents 0.0% of MERCER GLOBAL ADVISORS INC /ADV's portfolio.

Current Value

$20.4M

Current Shares

880,216

Total Value Change

-$3.9M

Total Shares Change

-142,867

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
880,216
+15.7%
$20.4M0.0%$22.96
33
2026-Q1
Decreased
760,743
-19.0%
$17.7M0.0%$23.53
0
2025-Q4
Increased
939,297
+13.3%
$22M0.0%$23.34
32
2025-Q3
Decreased
828,833
-15.9%
$19.5M0.0%$23.09
0
2025-Q2
Decreased
985,860
-2.3%
$22.9M0.0%$22.53
0
2025-Q1
Decreased
1M
-7.2%
$23.4M0.1%$22.28
0
2024-Q4
Increased
1.1M
+6.3%
$24.7M0.1%$21.74
30
2024-Q3
Increased
1M
+99.7%
$24.3M0.1%$22.48
46

Other major holders of SCHZ: BNP PARIBAS FINANCIAL MARKETS, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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