Avior Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
73,616
+398
| +0.5% | +$9.06K | 0.06% | 201 |
|
|
2025
Q1 | $1.64M | Buy |
73,218
+188
| +0.3% | +$4.22K | 0.06% | 195 |
|
|
2024
Q4 | $1.61M | Buy |
73,030
+272
| +0.4% | +$6K | 0.06% | 206 |
|
|
2024
Q3 | $1.68M | Buy |
72,758
+384
| +0.5% | +$8.86K | 0.07% | 190 |
|
|
2024
Q2 | $1.6M | Buy |
+72,374
| New | +$1.6M | 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% | -$310 | ﹤0.01% | 1105 |
|
|
2022
Q2 | $2K | Sell |
110
-48
| -30% | -$873 | ﹤0.01% | 958 |
|
|
2022
Q1 | $3K | Sell |
158
-12
| -7% | -$228 | ﹤0.01% | 959 |
|
|
2021
Q4 | $4K | Hold |
170
| – | – | ﹤0.01% | 927 |
|
|
2021
Q3 | $4K | Sell |
170
-912
| -84% | -$21.5K | ﹤0.01% | 881 |
|
|
2021
Q2 | $28K | Buy |
1,082
+952
| +732% | +$24.6K | ﹤0.01% | 600 |
|
|
2021
Q1 | $3K | Sell |
130
-1,718
| -93% | -$39.6K | ﹤0.01% | 887 |
|
|
2020
Q4 | $49K | Buy |
+1,848
| New | +$49K | 0.01% | 496 |
|