AWM
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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
Q3 		$2.16M Buy
100,688
+26,911
+36% +$596K 0.06% 239
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

KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BWA
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Avior Wealth Management's SCHI Position: Q3 2026 in Review

Avior Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 36% in Q3 2026, buying an estimated $596K and bringing the position to 100,688 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #239.

Avior Wealth Management first reported a position in SCHI in Q4 2020 and has held it in 20 quarters since. 21 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

  • Avior Wealth Management held 100,688 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.16M as of Q3 2026.
  • Avior Wealth Management bought 26,911 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $596K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.06% of Avior Wealth Management's portfolio in Q3 2026, its #239 holding.
  • Avior Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • 21 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.