Jefferies Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Sell	72,929 -515	-0.7%	-$14.7K	0.01%	670
2026 Q1	$1.88M	Buy	73,444 +13,156	+22%	+$353K	0.01%	663
2025 Q4	$1.62M	Hold	60,288	–	–	0.01%	891
2025 Q3	$1.59M	Hold	60,288	–	–	0.01%	726
2025 Q2	$1.47M	Sell	60,288 -309	-0.5%	-$6.99K	0.01%	617
2025 Q1	$1.34M	Sell	60,597 -7,125	-11%	-$166K	0.01%	702
2024 Q4	$1.57M	Hold	67,722	–	–	0.01%	749
2024 Q3	$1.53M	Buy	67,722 +651	+1%	+$14.2K	0.01%	666
2024 Q2	$1.44M	Hold	67,071	–	–	0.02%	639
2024 Q1	$1.39M	Hold	67,071	–	–	0.01%	705
2023 Q4	$1.26M	Hold	67,071	–	–	0.01%	869
2023 Q3	$1.13M	Hold	67,071	–	–	0.01%	788
2023 Q2	$1.17M	Buy	67,071 +6,474	+11%	+$107K	0.01%	858
2023 Q1	$977K	Buy	60,597 +3,669	+6%	+$57.7K	0.01%	902
2022 Q4	$857K	Buy	+56,928	New	+$862K	0.01%	912

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Jefferies Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.7% in Q2 2026, selling an estimated $14.7K and leaving 72,929 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #670.

Jefferies Financial Group first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Jefferies Financial Group held 72,929 shares of Schwab US Large- Cap ETF worth $2.15M as of Q2 2026.
Jefferies Financial Group sold 515 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $14.7K.
Schwab US Large- Cap ETF made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #670 holding.
Jefferies Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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