Jefferies Group's SCHW Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 151,730 shares of The Charles Schwab Corporation (SCHW) worth $15.16 M, representing 0.08% 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 SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 227,659 shares. Largest reduction occurred in Q2 2023, reducing 296,284 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -92,577 | Reduce 37.89% | 151,730 | $99.91 |
| Q3 2025 | +71,345 | Add 41.25% | 244,307 | $95.47 |
| Q2 2025 | +92,592 | Add 115.21% | 172,962 | $91.24 |
| Q1 2025 | +72,449 | Add 914.64% | 80,370 | $78.28 |
| Q4 2024 | -24,705 | Reduce 75.72% | 7,921 | $74.01 |
| Q3 2024 | +1,192 | Add 3.79% | 32,626 | $64.81 |
| Q2 2024 | +25,436 | Add 424.07% | 31,434 | $73.69 |
| Q1 2024 | -137,476 | Reduce 95.82% | 5,998 | $72.34 |
| Q4 2023 | +130,702 | Add 1023.35% | 143,474 | $68.80 |
| Q3 2023 | +12,772 | New Buy | 12,772 | $54.90 |
| Q2 2023 | -296,284 | Sold Out | 0 | $0.00 |
| Q1 2023 | +227,659 | Add 331.74% | 296,284 | $52.38 |
| Q4 2022 | +68,625 | New Buy | 68,625 | $83.26 |
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 13 quarters since Q4 2022.
Jefferies Group's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2023, adding 296,284 shares worth $15.52 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 151,730 shares of The Charles Schwab Corporation (SCHW), valued at approximately $15.16 M.
As of the Q4 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 0.08% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in The Charles Schwab Corporation (SCHW) was 296,284 shares, as reported at the end of Q1 2023.