AWM
SCHI icon

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

Avior Wealth Management’s Portfolio SCHI Stock Details SCHI Fund Activity
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

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SL
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BONH
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IIA
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DC
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WAM
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CA
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CKAIS
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