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

Eastern Bank’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Hold	11,952	–	–	0.01%	324
2026 Q1	$306K	Hold	11,952	–	–	0.01%	324
2025 Q4	$322K	Hold	11,952	–	–	0.01%	304
2025 Q3	$315K	Hold	11,952	–	–	0.01%	306
2025 Q2	$292K	Sell	11,952 -1,638	-12%	-$37K	0.01%	312
2025 Q1	$300K	Hold	13,590	–	–	0.01%	309
2024 Q4	$315K	Hold	13,590	–	–	0.01%	312
2024 Q3	$307K	Buy	+13,590	New	+$296K	0.01%	325

Other funds holding SCHX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Eastern Bank's SCHX Position: Q2 2026 in Review

Eastern Bank held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 11,952 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #324.

Eastern Bank first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Eastern Bank held 11,952 shares of Schwab US Large- Cap ETF worth $352K as of Q2 2026.
Eastern Bank left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #324 holding.
Eastern Bank first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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