Kayne Anderson Rudnick Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Hold	7,039	–	–	﹤0.01%	528
2026 Q1	$216K	Hold	7,039	–	–	﹤0.01%	499
2025 Q4	$193K	Hold	7,039	–	–	﹤0.01%	505
2025 Q3	$192K	Hold	7,039	–	–	﹤0.01%	506
2025 Q2	$186K	Hold	7,039	–	–	﹤0.01%	505
2025 Q1	$197K	Sell	7,039 -716	-9%	-$20K	﹤0.01%	484
2024 Q4	$212K	Hold	7,755	–	–	﹤0.01%	452
2024 Q3	$219K	Hold	7,755	–	–	﹤0.01%	440
2024 Q2	$201K	Hold	7,755	–	–	﹤0.01%	459
2024 Q1	$209K	Hold	7,755	–	–	﹤0.01%	458
2023 Q4	$197K	Sell	7,755 -1,281	-14%	-$30.5K	﹤0.01%	436
2023 Q3	$213K	Sell	9,036 -1,326	-13%	-$32.5K	﹤0.01%	427
2023 Q2	$251K	Buy	10,362 +7,755	+297%	+$185K	﹤0.01%	417
2023 Q1	$63.6K	Hold	2,607	–	–	﹤0.01%	481
2022 Q4	$65.6K	Buy	2,607 +1,326	+104%	+$32.7K	﹤0.01%	492
2022 Q3	$28K	Hold	1,281	–	–	﹤0.01%	510
2022 Q2	$31K	Hold	1,281	–	–	﹤0.01%	495
2022 Q1	$34K	Hold	1,281	–	–	﹤0.01%	482
2021 Q4	$35K	Hold	1,281	–	–	﹤0.01%	486
2021 Q3	$32K	Hold	1,281	–	–	﹤0.01%	484
2021 Q2	$32K	Hold	1,281	–	–	﹤0.01%	487
2021 Q1	$31K	Buy	+1,281	New	+$29.1K	﹤0.01%	482

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 7,039 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Kayne Anderson Rudnick Investment Management first reported a position in SCHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $251K in Q2 2023. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 7,039 shares of Schwab US Dividend Equity ETF worth $223K as of Q2 2026.
Kayne Anderson Rudnick Investment Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #528 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Schwab US Dividend Equity ETF in Q1 2021 and has held it in 22 quarters since.
Kayne Anderson Rudnick Investment Management's Schwab US Dividend Equity ETF position peaked at $251K in Q2 2023.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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