Jefferies Group's SCHW Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 244.3K shares of The Charles Schwab Corporation (SCHW) worth $23.32 M, representing 0.11% 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 SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 227.7K shares. Largest reduction occurred in Q3 2023, reducing 283.5K shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's The Charles Schwab Corporation (SCHW) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Charles Schwab Corporation (SCHW) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +68,625 | New Buy | 68,625 | $83.26 |
| Q1 2023 | +227,659 | Add 331.74% | 296,284 | $52.38 |
| Q2 2023 | -296,284 | Sold Out | 296,284 | $0.00 |
| Q3 2023 | +12,772 | New Buy | 12,772 | $54.90 |
| Q4 2023 | +130,702 | Add 1023.35% | 143,474 | $68.80 |
| Q1 2024 | -137,476 | Reduce 95.82% | 5,998 | $72.34 |
| Q2 2024 | +25,436 | Add 424.07% | 31,434 | $73.69 |
| Q3 2024 | +1,192 | Add 3.79% | 32,626 | $64.81 |
| Q4 2024 | -24,705 | Reduce 75.72% | 7,921 | $74.01 |
| Q1 2025 | +72,449 | Add 914.64% | 80,370 | $78.28 |
| Q2 2025 | +92,592 | Add 115.21% | 172,962 | $91.24 |
| Q3 2025 | +71,345 | Add 41.25% | 244,307 | $95.47 |
Jefferies Group's The Charles Schwab Corporation Investment FAQs
Jefferies Group first purchased The Charles Schwab Corporation (SCHW) in Q4 2022, acquiring 68,625 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 The Charles Schwab Corporation (SCHW) 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 The Charles Schwab Corporation (SCHW) was in Q1 2023, adding 296,284 shares worth $15.52 M. 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 244,307 shares of The Charles Schwab Corporation (SCHW), valued at approximately $23.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 0.11% 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 The Charles Schwab Corporation (SCHW) was 296,284 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.