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Disclosery

Jefferies Financial Group Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jefferies Financial Group Inc. on SCHD, newest first. How the timeline and the estimate are built.

Jefferies Financial Group Inc. held 23,599 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,599 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $748,324.

    13F-HR 0001085146-26-000619 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,599 shares
    Change vs previous 13F -134,739 shares

    0.01% of the 13F portfolio, value $724,017.

    13F-HR 0000096223-26-000018 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 158,338 shares
    Change vs previous 13F +135,700 shares

    0.04% of the 13F portfolio, value $4,343,211.

    13F-HR 0000096223-26-000010 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,638 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $618,017.

    13F-HR 0000096223-25-000015 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,638 shares
    Change vs previous 13F -360 shares

    0.01% of the 13F portfolio, value $599,907.

    13F-HR 0001085146-25-004924 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,998 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $643,024.

    13F-HR 0001085146-25-002834 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 22,998 shares
    Change vs previous 13F +15,218 shares

    0.01% of the 13F portfolio, value $628,305.

    13F-HR/A 0001085146-25-001774 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,780 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $657,643.

    13F-HR 0001085146-24-005726 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).