Corda Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Corda Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.38M	Buy	106,645 +4,687	+5%	+$149K	0.21%	52
2026 Q1	$3.13M	Sell	101,958 -18,589	-15%	-$564K	0.22%	51
2025 Q4	$3.31M	Buy	120,547 +42,879	+55%	+$1.17M	0.24%	48
2025 Q3	$2.12M	Buy	77,668 +6,579	+9%	+$179K	0.15%	59
2025 Q2	$1.88M	Buy	71,089 +12,238	+21%	+$320K	0.14%	57
2025 Q1	$1.65M	Sell	58,851 -61,229	-51%	-$1.71M	0.13%	57
2024 Q4	$3.28M	Buy	+120,080	New	+$3.41M	0.26%	44

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Corda Investment Management's SCHD Position: Q2 2026 in Review

Corda Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.6% in Q2 2026, buying an estimated $149K and bringing the position to 106,645 shares worth $3.38M. The position accounts for 0.21% of the portfolio, ranked #52.

Corda Investment Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Corda Investment Management held 106,645 shares of Schwab US Dividend Equity ETF worth $3.38M as of Q2 2026.
Corda Investment Management bought 4,687 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $149K.
Schwab US Dividend Equity ETF made up 0.21% of Corda Investment Management's portfolio in Q2 2026, its #52 holding.
Corda Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Corda Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.