Jefferies Financial Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
172,962
+92,592
| +115% | +$8.45M | 0.13% | 72 |
|
|
2025
Q1 | $6.29M | Buy |
80,370
+72,449
| +915% | +$5.67M | 0.06% | 172 |
|
|
2024
Q4 | $586K | Sell |
7,921
-24,705
| -76% | -$1.83M | ﹤0.01% | 813 |
|
|
2024
Q3 | $2.11M | Buy |
32,626
+1,192
| +4% | +$77.3K | 0.02% | 413 |
|
|
2024
Q2 | $2.32M | Buy |
31,434
+25,436
| +424% | +$1.87M | 0.02% | 364 |
|
|
2024
Q1 | $434K | Sell |
5,998
-137,476
| -96% | -$9.95M | ﹤0.01% | 829 |
|
|
2023
Q4 | $9.87M | Buy |
143,474
+130,702
| +1,023% | +$8.99M | 0.06% | 118 |
|
|
2023
Q3 | $701K | Buy |
+12,772
| New | +$701K | 0.01% | 611 |
|
|
2023
Q2 | – | Sell |
-296,284
| Closed | -$15.5M | – | 1428 |
|
|
2023
Q1 | $15.5M | Buy |
296,284
+227,659
| +332% | +$11.9M | 0.13% | 62 |
|
|
2022
Q4 | $5.71M | Buy |
+68,625
| New | +$5.71M | 0.04% | 171 |
|