Jefferies Group's SCHX Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 60,288 shares of Schwab U.S. Large-Cap ETF (SCHX) worth $1.59 M, representing 0.01% 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 SCHX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 45,148 shares. Largest reduction occurred in Q1 2025, reducing 7,125 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Schwab US Large-Cap ETF (SCHX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Large-Cap ETF (SCHX) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +18,976 | New Buy | 18,976 | $45.15 |
| Q1 2023 | +1,223 | Add 6.44% | 20,199 | $48.37 |
| Q2 2023 | +2,158 | Add 10.68% | 22,357 | $52.37 |
| Q3 2024 | +217 | Add 0.97% | 22,574 | $67.85 |
| Q4 2024 | +45,148 | Add 200.00% | 67,722 | $23.18 |
| Q1 2025 | -7,125 | Reduce 10.52% | 60,597 | $22.08 |
| Q2 2025 | -309 | Reduce 0.51% | 60,288 | $24.44 |
Jefferies Group's Schwab US Large-Cap ETF Investment FAQs
Jefferies Group first purchased Schwab U.S. Large-Cap ETF (SCHX) in Q4 2022, acquiring 18,976 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 U.S. Large-Cap ETF (SCHX) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to Schwab U.S. Large-Cap ETF (SCHX) was in Q4 2024, adding 67,722 shares worth $1.57 M.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 60,288 shares of Schwab U.S. Large-Cap ETF (SCHX), valued at approximately $1.59 M.
As of the Q3 2025 filing, Schwab U.S. Large-Cap ETF (SCHX) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Schwab U.S. Large-Cap ETF (SCHX) was 67,722 shares, as reported at the end of Q4 2024.