Mercer Global Advisors Inc Schwab Strategic Tr 1 5 Yr C Transaction History

Mercer Global Advisors Inc

$39.5 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 15, 2022	SELL	$46.13 - $48.23 $1.84 Million - $1.92 Million	-39,893 Reduced 74.77%	13,462 $623,000
Q2 2022 Aug 10, 2022	BUY	$46.81 - $48.49 $40,958 - $42,428	875 Added 1.67%	53,355 $2.53 Million
Q1 2022 May 10, 2022	SELL	$48.35 - $50.5 $84,757 - $88,526	-1,753 Reduced 3.23%	52,480 $2.55 Million
Q4 2021 Feb 04, 2022	SELL	$50.42 - $51.09 $1.63 Million - $1.65 Million	-32,238 Reduced 37.28%	54,233 $2.74 Million
Q3 2021 Nov 10, 2021	SELL	$51.05 - $51.3 $1.09 Million - $1.09 Million	-21,312 Reduced 19.77%	86,471 $4.42 Million
Q2 2021 Aug 10, 2021	BUY	$50.92 - $51.3 $391,472 - $394,394	7,688 Added 7.68%	107,783 $5.52 Million
Q1 2021 May 11, 2021	BUY	$50.81 - $51.4 $5.09 Million - $5.14 Million	100,095 New	100,095 $5.1 Million

Others Institutions Holding SCHJ

# of Institutions

100

Shares Held

4.87M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$42.1 Million
0.02% of portfolio
Columbus Macro, LLC

193K
Shares

$4.7 Million
3.49% of portfolio
Envestnet Asset Management Inc

189K
Shares

$4.62 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$4.05 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$4.01 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 1 - 5 YR C

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