CORDA Investment Management, LLC.: SCHW position timeline

CORDA Investment Management, LLC. held 545,906 SCHW 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 545,906 shares

   Change vs previous 13F -7,283 shares

   3.09% of the 13F portfolio, value $50,370,757.

   13F-HR 0001545812-26-000005 filed by CORDA Investment Management, LLC.
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 553,189 shares

   Change vs previous 13F -16,446 shares

   3.59% of the 13F portfolio, value $51,988,725.

   13F-HR 0001545812-26-000003 filed by CORDA Investment Management, LLC.
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 569,635 shares

   Change vs previous 13F -14,303 shares

   4.14% of the 13F portfolio, value $56,912,281.

   13F-HR 0001545812-26-000002 filed by CORDA Investment Management, LLC.
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 583,938 shares

   Change vs previous 13F -12,728 shares

   3.92% of the 13F portfolio, value $55,748,556.

   13F-HR 0001545812-25-000007 filed by CORDA Investment Management, LLC.
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 596,666 shares

   Change vs previous 13F -11,940 shares

   4% of the 13F portfolio, value $54,439,838.

   13F-HR 0001545812-25-000006 filed by CORDA Investment Management, LLC.
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 608,606 shares

   Change vs previous 13F -7,998 shares

   3.79% of the 13F portfolio, value $47,641,689.

   13F-HR 0001545812-25-000004 filed by CORDA Investment Management, LLC.
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 616,604 shares

   Change vs previous 13F -13,826 shares

   3.64% of the 13F portfolio, value $45,634,841.

   13F-HR 0001545812-25-000002 filed by CORDA Investment Management, LLC.
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 630,430 shares

   Change vs previous 13F not available

   3.19% of the 13F portfolio, value $40,858,146.

   13F-HR 0001545812-24-000004 filed by CORDA Investment Management, LLC.
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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