EB
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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
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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HWA
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SFG
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JWS
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WC
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SI
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AWM
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FFN
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WPC
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SWM
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SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return