Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.7K Hold
1,474
– – ﹤0.01% 638
2026
Q1 		$37K Hold
1,474
– – ﹤0.01% 609
2025
Q4 		$38.7K Hold
1,474
– – ﹤0.01% 611
2025
Q3 		$37.9K Hold
1,474
– – ﹤0.01% 621
2025
Q2 		$35.1K Hold
1,474
– – ﹤0.01% 633
2025
Q1 		$31.7K Buy
+1,474
New +$33.5K ﹤0.01% 614

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UBS Group
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's SCHB Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 1,474 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Kayne Anderson Rudnick Investment Management first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 1,474 shares of Schwab US Broad Market ETF worth $42.7K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #638 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.