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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 – 1659
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

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Avior Wealth Management's SCHI Position: Q2 2026 in Review

Avior Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.25% in Q2 2026, buying an estimated $4.24K and bringing the position to 73,777 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #275.

Avior Wealth Management first reported a position in SCHI in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.71M in Q4 2025. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Avior Wealth Management held 73,777 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.67M as of Q2 2026.
  • Avior Wealth Management bought 187 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $4.24K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Avior Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Avior Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.71M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.