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

Other funds holding SCHB

HWA
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SFG
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JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
WC
Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return
SI
Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return