Jefferies Group's SCHD Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 22,638 shares of Schwab US Dividend Equity ETF (SCHD) worth $618,017, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in SCHD, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 15,218 shares. Largest reduction occurred in Q4 2023, reducing 679 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Schwab US Dividend Equity ETF (SCHD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Dividend Equity ETF (SCHD) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +7,546 | New Buy | 7,546 | $75.54 |
| Q1 2023 | +326 | Add 4.32% | 7,872 | $73.16 |
| Q3 2023 | +679 | Add 8.63% | 8,551 | $70.76 |
| Q4 2023 | -679 | Reduce 7.94% | 7,872 | $76.13 |
| Q3 2024 | -92 | Reduce 1.17% | 7,780 | $84.53 |
| Q4 2024 | +15,218 | Add 195.60% | 22,998 | $27.32 |
| Q2 2025 | -360 | Reduce 1.57% | 22,638 | $26.50 |
Jefferies Group's Schwab US Dividend Equity ETF Investment FAQs
Jefferies Group first purchased Schwab US Dividend Equity ETF (SCHD) in Q4 2022, acquiring 7,546 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Schwab US Dividend Equity ETF (SCHD) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Schwab US Dividend Equity ETF (SCHD) was in Q4 2024, adding 22,998 shares worth $628,305. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 22,638 shares of Schwab US Dividend Equity ETF (SCHD), valued at approximately $618,017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Schwab US Dividend Equity ETF (SCHD) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Schwab US Dividend Equity ETF (SCHD) was 22,998 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.