A detailed history of Mercer Global Advisors Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Mercer Global Advisors Inc holds 171,027 shares of SCHW stock, worth $10.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
171,027
Previous 190,592 10.27%
Holding current value
$10.8 Million
Previous $13.8 Million 8.61%
% of portfolio
0.03%
Previous 0.04%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$70.03 - $78.9 $1.37 Million - $1.54 Million
-19,565 Reduced 10.27%
171,027 $12.6 Million
Q1 2024

May 15, 2024

BUY
$61.89 - $72.38 $1.89 Million - $2.21 Million
30,490 Added 19.04%
190,592 $13.8 Million
Q4 2023

Feb 14, 2024

SELL
$49.33 - $70.98 $485,407 - $698,443
-9,840 Reduced 5.79%
160,102 $11 Million
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $2.32 Million - $2.91 Million
-42,888 Reduced 20.15%
169,942 $9.33 Million
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $603,067 - $727,449
12,731 Added 6.36%
212,830 $12.1 Million
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $461,220 - $760,556
8,885 Added 4.65%
200,099 $10.5 Million
Q4 2022

Feb 08, 2023

BUY
$67.43 - $83.26 $2.03 Million - $2.51 Million
30,097 Added 18.68%
191,214 $15.9 Million
Q3 2022

Nov 15, 2022

SELL
$21.16 - $74.92 $261,474 - $925,786
-12,357 Reduced 7.12%
161,117 $11.6 Million
Q2 2022

Aug 10, 2022

SELL
$59.99 - $83.83 $522,512 - $730,159
-8,710 Reduced 4.78%
173,474 $11 Million
Q1 2022

May 10, 2022

BUY
$75.69 - $95.53 $96,504 - $121,800
1,275 Added 0.7%
182,184 $15.4 Million
Q4 2021

Feb 04, 2022

BUY
$73.23 - $85.82 $634,391 - $743,458
8,663 Added 5.03%
180,909 $15.2 Million
Q3 2021

Nov 10, 2021

SELL
$66.68 - $77.38 $2.33 Million - $2.7 Million
-34,937 Reduced 16.86%
172,246 $12.5 Million
Q2 2021

Aug 10, 2021

BUY
$63.69 - $76.01 $187,567 - $223,849
2,945 Added 1.44%
207,183 $15.1 Million
Q1 2021

Aug 10, 2021

BUY
$51.54 - $67.65 $5.72 Million - $7.5 Million
110,894 Added 118.8%
204,238 $13.3 Million
Q1 2021

May 11, 2021

BUY
$51.54 - $67.65 $3.32 Million - $4.35 Million
64,331 Added 221.73%
93,344 $6.08 Million
Q4 2020

Feb 12, 2021

BUY
$36.75 - $53.04 $299,512 - $432,276
8,150 Added 39.06%
29,013 $1.54 Million
Q3 2020

Dec 10, 2020

SELL
$33.02 - $36.28 $323,761 - $355,725
-9,805 Reduced 31.97%
20,863 $756,000
Q2 2020

Aug 10, 2020

SELL
$31.75 - $42.82 $32,543 - $43,890
-1,025 Reduced 3.23%
30,668 $1.04 Million
Q1 2020

May 18, 2020

BUY
$28.43 - $49.0 $226,331 - $390,089
7,961 Added 33.55%
31,693 $1.07 Million
Q4 2019

Feb 13, 2020

SELL
$35.1 - $51.07 $115,057 - $167,407
-3,278 Reduced 12.14%
23,732 $1.13 Million
Q3 2019

Nov 12, 2019

BUY
$36.12 - $44.28 $302,360 - $370,667
8,371 Added 44.91%
27,010 $1.13 Million
Q2 2019

Aug 14, 2019

BUY
$39.15 - $46.26 $238,815 - $282,186
6,100 Added 48.65%
18,639 $749,000
Q1 2019

Apr 23, 2019

BUY
$40.72 - $47.98 $142,723 - $168,169
3,505 Added 38.8%
12,539 $536,000
Q1 2019

Apr 12, 2019

BUY
$40.72 - $47.98 $367,864 - $433,451
9,034 New
9,034 $375,000

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $115B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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