Jefferies Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Jefferies Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$748K	Hold	23,599	–	–	﹤0.01%	1103
2026 Q1	$724K	Sell	23,599 -134,739	-85%	-$4.09M	0.01%	1050
2025 Q4	$4.34M	Buy	158,338 +135,700	+599%	+$3.69M	0.02%	530
2025 Q3	$618K	Hold	22,638	–	–	﹤0.01%	1013
2025 Q2	$600K	Sell	22,638 -360	-2%	-$9.4K	0.01%	860
2025 Q1	$643K	Hold	22,998	–	–	0.01%	977
2024 Q4	$628K	Sell	22,998 -342	-1%	-$9.72K	﹤0.01%	1046
2024 Q3	$658K	Sell	23,340 -276	-1%	-$7.52K	﹤0.01%	906
2024 Q2	$612K	Hold	23,616	–	–	0.01%	900
2024 Q1	$635K	Hold	23,616	–	–	0.01%	972
2023 Q4	$599K	Sell	23,616 -2,037	-8%	-$48.5K	﹤0.01%	1150
2023 Q3	$605K	Buy	25,653 +2,037	+9%	+$50K	0.01%	1002
2023 Q2	$572K	Hold	23,616	–	–	0.01%	1136
2023 Q1	$576K	Buy	23,616 +978	+4%	+$24.4K	﹤0.01%	1058
2022 Q4	$570K	Buy	+22,638	New	+$559K	﹤0.01%	1018

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Jefferies Financial Group's SCHD Position: Q2 2026 in Review

Jefferies Financial Group held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 23,599 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Jefferies Financial Group first reported a position in SCHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.34M in Q4 2025. 2,146 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Jefferies Financial Group held 23,599 shares of Schwab US Dividend Equity ETF worth $748K as of Q2 2026.
Jefferies Financial Group left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1103 holding.
Jefferies Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's Schwab US Dividend Equity ETF position peaked at $4.34M in Q4 2025.
2,146 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.