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Eastern Bank’s Schwab US REIT ETF SCHH Stock Holding History

Eastern Bank’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-229
Closed -$4.94K – 1233
2025
Q3 		$4.94K Hold
229
– – ﹤0.01% 908
2025
Q2 		$4.85K Sell
229
-1,000
-81% -$21K ﹤0.01% 825
2025
Q1 		$26.4K Buy
1,229
+229
+23% +$4.89K ﹤0.01% 645
2024
Q4 		$21.1K Hold
1,000
– – ﹤0.01% 688
2024
Q3 		$23.2K Buy
+1,000
New +$21.9K ﹤0.01% 665

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Eastern Bank's SCHH Position: Q4 2025 in Review

Eastern Bank sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 229 shares — an estimated $4.94K sold.

Eastern Bank first reported a position in SCHH in Q3 2024 and held it in 5 quarters. The position peaked at $26.4K in Q1 2025. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Eastern Bank reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Eastern Bank sold 229 Schwab US REIT ETF shares in Q4 2025, an estimated $4.94K.
  • Eastern Bank first reported a position in Schwab US REIT ETF in Q3 2024 and held it in 5 quarters.
  • Eastern Bank's Schwab US REIT ETF position peaked at $26.4K in Q1 2025.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Eastern Bank's 13F filing for Q4 2025, filed 14 Jan 2026.