Balyasny Asset Management
SCHD icon

Balyasny Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Balyasny Asset 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
Q1 		– Sell
-100,000
Closed -$2.74M – 3460
2025
Q4 		$2.74M Buy
+100,000
New +$2.72M ﹤0.01% 1716

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Morgan Stanley
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Cetera Investment Advisers
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Balyasny Asset Management's SCHD Position: Q1 2026 in Review

Balyasny Asset Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 69,910 shares — an estimated $1.92M sold.

Balyasny Asset Management first reported a position in SCHD in Q4 2025 and held it in 1 quarter. The position peaked at $1.92M in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Balyasny Asset Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 69,910 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.92M.
  • Balyasny Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
  • Balyasny Asset Management's Schwab US Dividend Equity ETF position peaked at $1.92M in Q4 2025.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.