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Eastern Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Eastern Bank’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.4K Buy
+422
New +$14.9K ﹤0.01% 867
2026
Q1 		– Sell
-2,370
Closed -$71.3K – 1192
2025
Q4 		$71.3K Hold
2,370
– – ﹤0.01% 514
2025
Q3 		$70.2K Buy
+2,370
New +$69K ﹤0.01% 507

Other funds holding SCHM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Eastern Bank's SCHM Position: Q3 2026 in Review

Eastern Bank opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2026: 422 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Eastern Bank previously reported a position in SCHM as recently as Q4 2025.

Eastern Bank first reported a position in SCHM in Q3 2025 and has held it in 3 quarters since. The position peaked at $71.3K in Q4 2025. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Eastern Bank held 422 shares of Schwab US Mid-Cap ETF worth $14.4K as of Q3 2026.
  • Schwab US Mid-Cap ETF was a new Eastern Bank position in Q3 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #867 holding.
  • Eastern Bank first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Eastern Bank's Schwab US Mid-Cap ETF position peaked at $71.3K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

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