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

Kayne Anderson Rudnick Investment Management LLC

$39.9 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$60.93 - $72.3 $9,078 - $10,772	-149 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$58.71 - $65.66 $8,747 - $9,783	149 New	149 $10,000

Others Institutions Holding SCHV

# of Institutions

804

Shares Held

105M

Call Options Held

3.2K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

18.6M
Shares

$1.5 Billion
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$923 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$893 Million
10.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$358 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$323 Million
0.11% of portfolio

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