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Disclosery

CORDA Investment Management, LLC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CORDA Investment Management, LLC. on SCHD, newest first. How the timeline and the estimate are built.

CORDA Investment Management, LLC. held 106,645 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,645 shares
    Change vs previous 13F +4,687 shares

    0.21% of the 13F portfolio, value $3,381,707.

    13F-HR 0001545812-26-000005 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 101,958 shares
    Change vs previous 13F -18,589 shares

    0.22% of the 13F portfolio, value $3,128,057.

    13F-HR 0001545812-26-000003 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 120,547 shares
    Change vs previous 13F +42,879 shares

    0.24% of the 13F portfolio, value $3,306,611.

    13F-HR 0001545812-26-000002 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,668 shares
    Change vs previous 13F +6,579 shares

    0.15% of the 13F portfolio, value $2,120,340.

    13F-HR 0001545812-25-000007 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 71,089 shares
    Change vs previous 13F +12,238 shares

    0.14% of the 13F portfolio, value $1,883,867.

    13F-HR 0001545812-25-000006 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 58,851 shares
    Change vs previous 13F -61,229 shares

    0.13% of the 13F portfolio, value $1,645,470.

    13F-HR 0001545812-25-000004 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 120,080 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,280,586.

    13F-HR 0001545812-25-000002 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).