Eastern Bank’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Eastern Bank’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$92.1K	Hold	3,862	–	–	﹤0.01%	534
2026 Q2	$93.2K	Sell	3,862 -141	-4%	-$3.41K	﹤0.01%	517
2026 Q1	$97.2K	Buy	4,003 +141	+4%	+$3.43K	﹤0.01%	473
2025 Q4	$94.1K	Sell	3,862 -995	-20%	-$24.3K	﹤0.01%	470
2025 Q3	$119K	Hold	4,857	–	–	﹤0.01%	439
2025 Q2	$118K	Hold	4,857	–	–	﹤0.01%	423
2025 Q1	$118K	Sell	4,857 -778	-14%	-$18.8K	﹤0.01%	427
2024 Q4	$136K	Sell	5,635 -73	-1%	-$1.77K	﹤0.01%	415
2024 Q3	$140K	Buy	+5,708	New	+$139K	﹤0.01%	413

Other funds holding SCHO

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Eastern Bank's SCHO Position: Q3 2026 in Review

Eastern Bank held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q3 2026 at 3,862 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Eastern Bank first reported a position in SCHO in Q3 2024 and has held it in 9 quarters since. The position peaked at $140K in Q3 2024. 499 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Eastern Bank held 3,862 shares of Schwab Short-Term US Treasury ETF worth $92.1K as of Q3 2026.
Eastern Bank left its Schwab Short-Term US Treasury ETF share count unchanged in Q3 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #534 holding.
Eastern Bank first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's Schwab Short-Term US Treasury ETF position peaked at $140K in Q3 2024.
499 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

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