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 Q3	–	Sell	-72,929	Closed	-$2.15M	–	1750
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 $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Jefferies Financial Group's SCHX Position: Q3 2026 in Review

Jefferies Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2026, closing a stake of 72,929 shares — an estimated $2.15M sold.

Jefferies Financial Group first reported a position in SCHX in Q4 2022 and held it in 15 quarters. The position peaked at $2.15M in Q2 2026. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Jefferies Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 72,929 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $2.15M.
Jefferies Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 15 quarters.
Jefferies Financial Group's Schwab US Large- Cap ETF position peaked at $2.15M in Q2 2026.
1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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