Jefferies Group's SCHD Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 158,338 shares of Schwab US Dividend Equity ETF (SCHD) worth $4.34 M, representing 0.02% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 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 2025, adding 135,700 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +135,700 | Add 599.43% | 158,338 | $27.43 |
| Q2 2025 | -360 | Reduce 1.57% | 22,638 | $26.50 |
| Q4 2024 | +15,218 | Add 195.60% | 22,998 | $27.32 |
| Q3 2024 | -92 | Reduce 1.17% | 7,780 | $84.53 |
| Q4 2023 | -679 | Reduce 7.94% | 7,872 | $76.13 |
| Q3 2023 | +679 | Add 8.63% | 8,551 | $70.76 |
| Q1 2023 | +326 | Add 4.32% | 7,872 | $73.16 |
| Q4 2022 | +7,546 | New Buy | 7,546 | $75.54 |
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 13 quarters since Q4 2022.
Jefferies Group's largest addition to Schwab US Dividend Equity ETF (SCHD) was in Q4 2025, adding 158,338 shares worth $4.34 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 158,338 shares of Schwab US Dividend Equity ETF (SCHD), valued at approximately $4.34 M.
As of the Q4 2025 filing, Schwab US Dividend Equity ETF (SCHD) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Schwab US Dividend Equity ETF (SCHD) was 158,338 shares, as reported at the end of Q4 2025.