MERCER GLOBAL ADVISORS INC /ADV

Position in SCHW — Schwab Charles Corp

CIK 853758 DENVER, CO

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$30,975,150

-$3,092,161 QoQ

Shares Held

329,593

-3.3% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 5.5177142718443655.ToString("F0")% Shared 0.ToString("F0")% None 94.48228572815563.ToString("F0")%

Financial Services · as of Mar 31, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $185,706,691 across 35 Capital Markets names. SCHW ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	63,644	$53,842,187
2	MS	Morgan Stanley	224,241	$36,903,341
3	SCHW	Schwab Charles Corp This page	329,593	$30,975,150
4	HOOD	Robinhood Markets, Inc.	204,992	$14,205,945
5	JEF	Jefferies Financial Group Inc.	220,252	$9,089,800
6	SF	Stifel Financial Corp	83,677	$6,185,403
7	MKTX	Marketaxess Holdings Inc	31,957	$5,272,265
8	EVR	Evercore Inc.	14,802	$4,418,545

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.