Mercer Global Advisors Inc Schwab Strategic U.S. Mid Cap Transaction History
Mercer Global Advisors Inc
- $40.5 Billion
- Q4 2024
A detailed history of Mercer Global Advisors Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mercer Global Advisors Inc holds 1,600,788 shares of SCHM stock, worth $42.4 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,600,788
Previous 1,809,861
11.55%
Holding current value
$42.4 Million
Previous $150 Million
70.5%
% of portfolio
0.11%
Previous 0.33%
Shares
26 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio