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

Corda Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.88M Buy
71,089
+12,238
+21% +$324K 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 +$3.28M 0.26% 44