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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
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2025
Q1 | $1.64M | Buy |
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2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $803 | Hold |
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|
2022
Q4 | $775 | Sell |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $3K | Sell |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $28K | Buy |
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|
2021
Q1 | $3K | Sell |
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|
2020
Q4 | $49K | Buy |
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