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

Jefferies 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
2022 Q3	$864K	Hold	61,224	–	–	0.01%	847
2022 Q2	$911K	Sell	61,224 -19,026	-24%	-$308K	0.01%	824
2022 Q1	$1.44M	Hold	80,250	–	–	0.01%	795
2021 Q4	$1.52M	Hold	80,250	–	–	0.01%	880
2021 Q3	$1.39M	Buy	80,250 +6,534	+9%	+$117K	0.01%	875
2021 Q2	$1.28M	Hold	73,716	–	–	0.01%	901
2021 Q1	$1.18M	Buy	73,716 +21,336	+41%	+$334K	0.01%	851
2020 Q4	$794K	Buy	52,380 +37,320	+248%	+$534K	0.01%	1007
2020 Q3	$202K	Buy	+15,060	New	+$200K	﹤0.01%	1185
2020 Q2	–	Sell	-135,378	Closed	-$1.38M	–	1949
2020 Q1	$1.38M	Buy	+135,378	New	+$1.64M	0.02%	859
2019 Q1	–	Sell	-209,850	Closed	-$2.09M	–	2589
2018 Q4	$2.09M	Buy	+209,850	New	+$2.25M	0.02%	797
2018 Q2	–	Sell	-355,560	Closed	-$3.74M	–	2636
2018 Q1	$3.74M	Buy	+355,560	New	+$3.87M	0.02%	590
2016 Q1	–	Sell	-122,400	Closed	-$991K	–	2515
2015 Q4	$991K	Buy	+122,400	New	+$998K	0.01%	1173

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

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

Jefferies Group's SCHX Position: Q3 2022 in Review

Jefferies Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2022 at 61,224 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #847.

Jefferies Group first reported a position in SCHX in Q4 2015 and has held it in 13 quarters since. The position peaked at $3.74M in Q1 2018. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Jefferies Group held 61,224 shares of Schwab US Large- Cap ETF worth $864K as of Q3 2022.
Jefferies Group left its Schwab US Large- Cap ETF share count unchanged in Q3 2022.
Schwab US Large- Cap ETF made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #847 holding.
Jefferies Group first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 13 quarters since.
Jefferies Group's Schwab US Large- Cap ETF position peaked at $3.74M in Q1 2018.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.