MERCER GLOBAL ADVISORS INC /ADV

Position in SCHW — Schwab Charles Corp

CIK 853758 DENVER, CO

Position in SCHW

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$31,012,408

+$37,258 QoQ

Shares Held

336,105

+2.0% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#297

of 2,310 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $231,531,325 across 34 Capital Markets names. SCHW ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	298,848	$62,471,185
2	GS	Goldman Sachs Group Inc	60,179	$60,863,235
3	SCHW	Schwab Charles Corp This page	336,105	$31,012,408
4	HOOD	Robinhood Markets, Inc.	182,980	$18,349,234
5	JEF	Jefferies Financial Group Inc.	271,560	$13,572,568
6	EVR	Evercore Inc.	23,728	$8,101,688
7	VIRT	Virtu Financial, Inc.	106,086	$6,319,543
8	IBKR	Interactive Brokers Group, Inc.	51,341	$4,468,720

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,012,408	336,105	+2.0%	Shares	Sole	2026-08-19
2026-03-31	$30,975,150	329,593	-3.3%	Shares	Sole	2026-05-15
2025-12-31	$34,067,311	340,980	+8.9%	Shares	Sole	2026-02-18
2025-09-30	$29,899,103	313,178	+28.5%	Shares	Sole	2025-11-14
2025-06-30	$22,245,406	243,812	+10.1%	Shares	Sole	2025-08-14
2025-03-31	$17,332,209	221,413	-23.1%	Shares	Sole	2025-05-15
2024-12-31	$21,296,525	287,752	+42.7%	Shares	Sole	2025-02-14
2024-09-30	$13,069,001	201,651	+17.9%	Shares	Sole	2024-11-14
2024-06-30	$12,602,979	171,027	-10.3%	Shares	Sole	2024-08-12
2024-03-31	$13,787,425	190,592	+19.0%	Shares	Sole	2024-05-15
2023-12-31	$11,015,017	160,102	-5.8%	Shares	Sole	2024-02-15
2023-09-30	$9,329,815	169,942	-20.2%	Shares	Sole	2023-11-15
2023-06-30	$12,063,204	212,830	+6.4%	Shares	Sole	2023-08-14
2023-03-31	$10,481,185	200,099	+4.6%	Shares	Sole	2023-05-16
2022-12-31	$15,920,477	191,214	+18.7%	Shares	Sole	2023-02-09
2022-09-30	$11,579,478	161,117	-7.1%	Shares	Sole	2022-11-15
2022-06-30	$10,960,087	173,474	-4.8%	Shares	Sole	2022-08-10
2022-03-31	$15,359,933	182,184	+0.7%	Shares	Sole	2022-05-10
2021-12-31	$15,214,446	180,909	+5.0%	Shares	Sole	2022-02-04
2021-09-30	$12,546,398	172,246	-16.9%	Shares	Sole	2021-11-10
2021-06-30	$15,084,994	207,183	+1.4%	Shares	Sole	2021-08-10
2021-03-31	$13,312,232	204,238	+604.0%	Shares	Sole	2021-08-10
2020-12-31	$1,538,849	29,013	+39.1%	Shares	Sole	2021-02-12
2020-09-30	$755,866	20,863	-32.0%	Shares	Sole	2020-12-10
2020-06-30	$1,034,738	30,668	-3.2%	Shares	Sole	2020-08-10
2020-03-31	$1,065,518	31,693	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.