Avior Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.67M Buy
73,777
+187
+0.3% +$4.24K 0.04% 275
2026
Q1
$1.67M Sell
73,590
-956
-1% -$21.9K 0.05% 270
2025
Q4
$1.71M Buy
74,546
+527
+0.7% +$12.1K 0.05% 221
2025
Q3
$1.71M Buy
74,019
+403
+0.5% +$9.2K 0.06% 217
2025
Q2
$1.68M Buy
73,616
+398
+0.5% +$8.88K 0.06% 201
2025
Q1
$1.64M Buy
73,218
+188
+0.3% +$4.18K 0.06% 195
2024
Q4
$1.61M Buy
73,030
+272
+0.4% +$6.11K 0.06% 206
2024
Q3
$1.68M Buy
72,758
+384
+0.5% +$8.71K 0.07% 190
2024
Q2
$1.6M Buy
+72,374
New +$1.59M 0.07% 185
2023
Q2
Sell
-36
Closed -$803 1664
2023
Q1
$803 Hold
36
﹤0.01% 1478
2022
Q4
$775 Sell
36
-48
-57% -$1.03K ﹤0.01% 1142
2022
Q3
$1K Sell
84
-26
-24% -$580 ﹤0.01% 1105
2022
Q2
$2K Sell
110
-48
-30% -$1.09K ﹤0.01% 958
2022
Q1
$3K Sell
158
-12
-7% -$297 ﹤0.01% 959
2021
Q4
$4K Hold
170
﹤0.01% 927
2021
Q3
$4K Sell
170
-912
-84% -$24.1K ﹤0.01% 881
2021
Q2
$28K Buy
1,082
+952
+732% +$24.7K ﹤0.01% 600
2021
Q1
$3K Sell
130
-1,718
-93% -$45.1K ﹤0.01% 887
2020
Q4
$49K Buy
+1,848
New +$49.1K 0.01% 496

Other funds holding SCHI