EB
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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Eastern Bank's SCHO Position: Q2 2026 in Review

Eastern Bank reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.5% in Q2 2026, selling an estimated $3.41K and leaving 3,862 shares worth $93.2K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Eastern Bank first reported a position in SCHO in Q3 2024 and has held it in 8 quarters since. The position peaked at $140K in Q3 2024. 136 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Eastern Bank held 3,862 shares of Schwab Short-Term US Treasury ETF worth $93.2K as of Q2 2026.
  • Eastern Bank sold 141 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $3.41K.
  • Schwab Short-Term US Treasury ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #517 holding.
  • Eastern Bank first reported a position in Schwab Short-Term US Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Eastern Bank's Schwab Short-Term US Treasury ETF position peaked at $140K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.