Mercer Global Advisors Inc Schwab Charles Corp Transaction History

Mercer Global Advisors Inc

  • $43 Billion
  • Q1 2025

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 221,413 shares of SCHW stock, worth $19.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
221,413
Previous 287,752 23.05%
Holding current value
$19.5 Million
Previous $21.3 Million 18.61%
% of portfolio
0.04%
Previous 0.05%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$71.24 - $83.64 $4.73 Million - $5.55 Million
-66,339 Reduced 23.05%
221,413 $17.3 Million
Q4 2024

Feb 14, 2025
BUY
$63.31 - $82.85 $5.45 Million - $7.13 Million
86,101 Added 42.7%
287,752 $21.3 Million
Q3 2024

Nov 13, 2024
BUY
$61.74 - $76.08 $1.89 Million - $2.33 Million
30,624 Added 17.91%
201,651 $13.1 Million
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

# of Institutions
2,313
Shares Held
1.47B
Call Options Held
17.9M
Put Options Held
19.9M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $160B
  • 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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