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 Q3	$2.39M	Hold	73,328	–	–	0.04%	146
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

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Eastern Bank's SCHD Position: Q3 2026 in Review

Eastern Bank held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 73,328 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #146.

Eastern Bank first reported a position in SCHD in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.92M in Q3 2024. 108 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Eastern Bank held 73,328 shares of Schwab US Dividend Equity ETF worth $2.39M as of Q3 2026.
Eastern Bank left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
Schwab US Dividend Equity ETF made up 0.04% of Eastern Bank's portfolio in Q3 2026, its #146 holding.
Eastern Bank first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's Schwab US Dividend Equity ETF position peaked at $4.92M in Q3 2024.
108 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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