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Disclosery

Jefferies Financial Group Inc.: SCHW position timeline

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

Jefferies Financial Group Inc. held 23,288 SCHW 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 23,288 shares
    Change vs previous 13F +2,225 shares

    0.02% of the 13F portfolio, value $2,148,784.

    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 21,063 shares
    Change vs previous 13F -130,667 shares

    0.02% of the 13F portfolio, value $1,979,501.

    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 151,730 shares
    Change vs previous 13F -92,577 shares

    0.12% of the 13F portfolio, value $15,159,345.

    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 244,307 shares
    Change vs previous 13F +71,345 shares

    0.21% of the 13F portfolio, value $23,323,989.

    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 172,962 shares
    Change vs previous 13F +92,592 shares

    0.26% of the 13F portfolio, value $15,781,052.

    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 80,370 shares
    Change vs previous 13F +72,449 shares

    0.11% of the 13F portfolio, value $6,291,364.

    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 7,921 shares
    Change vs previous 13F -24,705 shares

    0.01% of the 13F portfolio, value $586,233.

    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 32,626 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,114,491.

    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).