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Eastern Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Eastern Bank’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$346K Buy
+9,625
New +$337K 0.01% 328

Other funds holding SCHG

BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Eastern Bank's SCHG Position: Q3 2026 in Review

Eastern Bank opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 9,625 shares worth $346K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings.

19 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Eastern Bank held 9,625 shares of Schwab US Large-Cap Growth ETF worth $346K as of Q3 2026.
  • Schwab US Large-Cap Growth ETF was a new Eastern Bank position in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #328 holding.
  • 19 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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