Eastern Bank
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Eastern Bank’s Schwab US Broad Market ETF SCHB Stock Holding History

Eastern Bank’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$64K Hold
2,184
– – ﹤0.01% 588
2026
Q2 		$63.2K Hold
2,184
– – ﹤0.01% 574
2026
Q1 		$54.8K Buy
2,184
+562
+35% +$14.7K ﹤0.01% 552
2025
Q4 		$42.5K Hold
1,622
– – ﹤0.01% 601
2025
Q3 		$41.7K Sell
1,622
-443
-21% -$11K ﹤0.01% 597
2025
Q2 		$49.2K Sell
2,065
-335
-14% -$7.38K ﹤0.01% 550
2025
Q1 		$51.7K Hold
2,400
– – ﹤0.01% 551
2024
Q4 		$54.5K Buy
+2,400
New +$54.8K ﹤0.01% 558

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UBS Group
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Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Eastern Bank's SCHB Position: Q3 2026 in Review

Eastern Bank held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 2,184 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Eastern Bank first reported a position in SCHB in Q4 2024 and has held it in 8 quarters since. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Eastern Bank held 2,184 shares of Schwab US Broad Market ETF worth $64K as of Q3 2026.
  • Eastern Bank left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #588 holding.
  • Eastern Bank first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.