Jefferies Financial Group
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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
Q3 		– Sell
-23,599
Closed -$748K – 1747
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% -$9.7K ﹤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

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Cambridge Investment Research Advisors
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Keystone Financial Planning
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HHM Wealth Advisors
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CIBC World Market
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Jefferies Financial Group's SCHD Position: Q3 2026 in Review

Jefferies Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2026, closing a stake of 23,599 shares — an estimated $748K sold.

Jefferies Financial Group first reported a position in SCHD in Q4 2022 and held it in 15 quarters. The position peaked at $4.34M in Q4 2025. 1,630 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Jefferies Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 23,599 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $748K.
  • Jefferies Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 15 quarters.
  • Jefferies Financial Group's Schwab US Dividend Equity ETF position peaked at $4.34M in Q4 2025.
  • 1,630 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.