Kayne Anderson Rudnick Investment Management LLC Schwab Strategic Tr Us Dividen Transaction History

Kayne Anderson Rudnick Investment Management LLC

  • $39.3 Billion
  • Q1 2025

A detailed history of Kayne Anderson Rudnick Investment Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kayne Anderson Rudnick Investment Management LLC holds 7,039 shares of SCHD stock, worth $184,210. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,039
Previous 7,755 9.23%
Holding current value
$184,210
Previous $211,000 7.11%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$27.01 - $28.54 $19,339 - $20,434
-716 Reduced 9.23%
7,039 $196,000
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $139,228 - $439,191
5,170 Added 200.0%
7,755 $211,000
Q4 2023

Feb 13, 2024
SELL
$66.9 - $76.32 $28,566 - $32,588
-427 Reduced 14.18%
2,585 $196,000
Q3 2023

Nov 13, 2023
SELL
$70.63 - $75.66 $31,218 - $33,441
-442 Reduced 12.8%
3,012 $213,000
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $178,830 - $191,134
2,585 Added 297.47%
3,454 $250,000
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $29,684 - $34,944
442 Added 103.51%
869 $65,000
Q3 2022

Nov 16, 2022
BUY
$66.43 - $77.87 $28,365 - $33,250
427 New
427 $28,000
Q3 2022

Nov 14, 2022
SELL
$66.43 - $77.87 $28,365 - $33,250
-427 Closed
0 $28,000
Q1 2021

May 17, 2021
BUY
$63.23 - $73.67 $26,999 - $31,457
427 New
427 $31,000

Others Institutions Holding SCHD

# of Institutions
1,999
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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