Corda Investment Management, LLC. / SCHW
Corda Investment Management, LLC.’s Schwab Charles Corp Position
Does Corda Investment Management, LLC. own Schwab Charles Corp (SCHW)? Yes — 553.2K shares worth $52M (+3.59% of its 13F portfolio) as of Q1 2026, down from 569.6K shares the prior filed quarter.
Position Value
$52M
Q1 2026
Shares
553.2K
% of Portfolio
+3.59%
Quarters Held
25
currently held
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 553.2K | $52M | +3.59% |
| Q4 2025 | 569.6K | $57M | +4.14% |
| Q3 2025 | 583.9K | $56M | +3.92% |
| Q2 2025 | 596.7K | $54M | +4.00% |
| Q1 2025 | 608.6K | $48M | +3.79% |
| Q4 2024 | 616.6K | $46M | +3.64% |
| Q3 2024 | 630.4K | $41M | +3.19% |
| Q2 2024 | 635.1K | $47M | +3.81% |
| Q1 2024 | 649.5K | $47M | +3.74% |
| Q4 2023 | 652.6K | $45M | +3.77% |
| Q3 2023 | 659.9K | $36M | +3.28% |
| Q2 2023 | 651.0K | $37M | +2.89% |
| Q1 2023 | 587.4K | $31M | +2.46% |
| Q4 2022 | 426.2K | $35M | +2.89% |
| Q3 2022 | 433.1K | $31M | +2.79% |
| Q2 2022 | 434.7K | $27M | +2.33% |
| Q1 2022 | 289.7K | $24M | +1.89% |
| Q4 2021 | 296.3K | $25M | +1.96% |
| Q3 2021 | 300.5K | $22M | +1.90% |
| Q2 2021 | 306.3K | $22M | +1.91% |
| Q1 2021 | 312.5K | $20M | +1.85% |
| Q4 2020 | 319.0K | $17M | +1.70% |
| Q3 2020 | 323.2K | $12M | +1.27% |
| Q2 2020 | 304.8K | $10M | +1.18% |
| Q1 2020 | 292.6K | $10M | +1.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Corda Investment Management, LLC.’s full portfolio or all institutional holders of SCHW.