Kayne Anderson Rudnick Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-447	Closed	-$11K	–	675
2022 Q1	$11K	Hold	447	–	–	﹤0.01%	537
2021 Q4	$11K	Hold	447	–	–	﹤0.01%	539
2021 Q3	$10K	Hold	447	–	–	﹤0.01%	520
2021 Q2	$10K	Hold	447	–	–	﹤0.01%	511
2021 Q1	$10K	Buy	+447	New	+$9.31K	﹤0.01%	505

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's SCHV Position: Q2 2022 in Review

Kayne Anderson Rudnick Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2022, closing a stake of 447 shares — an estimated $11K sold.

Kayne Anderson Rudnick Investment Management first reported a position in SCHV in Q1 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 648 funds tracked by Wall St. Rank hold SCHV as of Q2 2022.

Kayne Anderson Rudnick Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 447 Schwab US Large-Cap Value ETF shares in Q2 2022, an estimated $11K.
Kayne Anderson Rudnick Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and held it in 5 quarters.
Kayne Anderson Rudnick Investment Management's Schwab US Large-Cap Value ETF position peaked at $11K in Q1 2022.
648 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2022.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.