EB
SCHV

Eastern Bank’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Eastern Bank’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$170K Buy
+5,105
New +$176K ﹤0.01% 416

Other funds holding SCHV

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
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
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Eastern Bank's SCHV Position: Q3 2026 in Review

Eastern Bank opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 5,105 shares worth $170K. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings.

14 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Eastern Bank held 5,105 shares of Schwab US Large-Cap Value ETF worth $170K as of Q3 2026.
  • Schwab US Large-Cap Value ETF was a new Eastern Bank position in Q3 2026.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #416 holding.
  • 14 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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