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

Dmitry Balyasny’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

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Dmitry Balyasny's SCHD Position: Q1 2026 in Review

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

Dmitry Balyasny first reported a position in SCHD in Q4 2025 and held it in 1 quarter. The position peaked at $1.92M in Q4 2025. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Dmitry Balyasny reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 69,910 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $1.92M.
  • Dmitry Balyasny first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
  • Dmitry Balyasny's Schwab US Dividend Equity ETF position peaked at $1.92M in Q4 2025.
  • 2,053 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.