Eastern Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Eastern Bank’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.33M	Sell	73,328 -7,757	-10%	-$246K	0.04%	147
2026 Q1	$2.49M	Sell	81,085 -7,083	-8%	-$215K	0.04%	153
2025 Q4	$2.42M	Sell	88,168 -3,940	-4%	-$107K	0.04%	139
2025 Q3	$2.51M	Sell	92,108 -25,423	-22%	-$694K	0.04%	132
2025 Q2	$3.11M	Sell	117,531 -17,981	-13%	-$470K	0.06%	123
2025 Q1	$3.79M	Sell	135,512 -12,921	-9%	-$360K	0.07%	118
2024 Q4	$4.06M	Sell	148,433 -26,116	-15%	-$742K	0.08%	139
2024 Q3	$4.92M	Buy	+174,549	New	+$4.76M	0.09%	138

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Eastern Bank's SCHD Position: Q2 2026 in Review

Eastern Bank reduced its Schwab US Dividend Equity ETF (SCHD) stake by 9.6% in Q2 2026, selling an estimated $246K and leaving 73,328 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #147.

Eastern Bank first reported a position in SCHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.92M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Eastern Bank held 73,328 shares of Schwab US Dividend Equity ETF worth $2.33M as of Q2 2026.
Eastern Bank sold 7,757 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $246K.
Schwab US Dividend Equity ETF made up 0.04% of Eastern Bank's portfolio in Q2 2026, its #147 holding.
Eastern Bank first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's Schwab US Dividend Equity ETF position peaked at $4.92M in Q3 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.