A detailed history of Charles Schwab Investment Management Inc transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,170,577 shares of JEF stock, worth $92 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,170,577
Previous 1,226,355 4.55%
Holding current value
$92 Million
Previous $61 Million 18.07%
% of portfolio
0.01%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$49.97 - $62.49 $2.79 Million - $3.49 Million
-55,778 Reduced 4.55%
1,170,577 $72 Million
Q2 2024

Aug 12, 2024

BUY
$41.04 - $49.76 $37,797 - $45,828
921 Added 0.08%
1,226,355 $61 Million
Q1 2024

May 08, 2024

BUY
$38.92 - $46.13 $1.08 Million - $1.28 Million
27,738 Added 2.32%
1,225,434 $54 Million
Q4 2023

Feb 06, 2024

SELL
$31.68 - $40.75 $79,485 - $102,241
-2,509 Reduced 0.21%
1,197,696 $48.4 Million
Q3 2023

Nov 08, 2023

SELL
$32.26 - $38.67 $1.04 Million - $1.24 Million
-32,125 Reduced 2.61%
1,200,205 $44 Million
Q2 2023

Aug 09, 2023

BUY
$29.08 - $33.37 $1.13 Million - $1.3 Million
38,935 Added 3.26%
1,232,330 $40.9 Million
Q1 2023

May 11, 2023

SELL
$29.42 - $40.47 $85.9 Million - $118 Million
-2,920,149 Reduced 70.99%
1,193,395 $37.9 Million
Q4 2022

Feb 13, 2023

BUY
$30.68 - $38.11 $10 Million - $12.4 Million
325,783 Added 8.6%
4,113,544 $141 Million
Q3 2022

Nov 14, 2022

BUY
$27.47 - $35.16 $7.71 Million - $9.86 Million
280,530 Added 8.0%
3,787,761 $112 Million
Q2 2022

Aug 15, 2022

BUY
$26.32 - $34.33 $4.7 Million - $6.13 Million
178,492 Added 5.36%
3,507,231 $96.9 Million
Q1 2022

May 13, 2022

BUY
$29.93 - $41.43 $66.6 Million - $92.1 Million
2,223,630 Added 201.21%
3,328,739 $109 Million
Q4 2021

Feb 11, 2022

SELL
$36.19 - $44.14 $5.73 Million - $6.98 Million
-158,222 Reduced 12.52%
1,105,109 $42.9 Million
Q3 2021

Nov 16, 2021

BUY
$31.01 - $37.85 $224,419 - $273,920
7,237 Added 0.58%
1,263,331 $46.9 Million
Q2 2021

Aug 16, 2021

SELL
$29.36 - $34.22 $6.05 Million - $7.05 Million
-206,022 Reduced 14.09%
1,256,094 $43 Million
Q1 2021

May 17, 2021

SELL
$23.12 - $34.28 $953,792 - $1.41 Million
-41,254 Reduced 2.74%
1,462,116 $44 Million
Q4 2020

Feb 16, 2021

BUY
$18.04 - $24.6 $6.65 Million - $9.07 Million
368,585 Added 32.48%
1,503,370 $37 Million
Q3 2020

Nov 13, 2020

SELL
$15.12 - $18.48 $1.5 Million - $1.83 Million
-98,878 Reduced 8.01%
1,134,785 $20.4 Million
Q2 2020

Aug 14, 2020

SELL
$12.09 - $16.68 $847,327 - $1.17 Million
-70,085 Reduced 5.38%
1,233,663 $19.2 Million
Q1 2020

May 15, 2020

SELL
$12.25 - $23.72 $399,827 - $774,197
-32,639 Reduced 2.44%
1,303,748 $17.8 Million
Q4 2019

Feb 07, 2020

BUY
$16.99 - $21.61 $334,770 - $425,803
19,704 Added 1.5%
1,336,387 $28.6 Million
Q3 2019

Nov 08, 2019

SELL
$16.89 - $20.22 $6.17 Million - $7.39 Million
-365,565 Reduced 21.73%
1,316,683 $24.2 Million
Q2 2019

Aug 09, 2019

SELL
$16.54 - $19.34 $248,728 - $290,834
-15,038 Reduced 0.89%
1,682,248 $32.4 Million
Q1 2019

May 14, 2019

SELL
$16.25 - $19.68 $3,396 - $4,113
-209 Reduced 0.01%
1,697,286 $31.9 Million
Q4 2018

Feb 14, 2019

BUY
$15.35 - $21.48 $562,684 - $787,392
36,657 Added 2.21%
1,697,495 $29.5 Million
Q3 2018

Nov 13, 2018

SELL
$20.56 - $23.18 $219,272 - $247,214
-10,665 Reduced 0.64%
1,660,838 $36.5 Million
Q2 2018

Aug 08, 2018

BUY
$20.38 - $23.21 $34.1 Million - $38.8 Million
1,671,503 New
1,671,503 $38 Million

Others Institutions Holding JEF

About Jefferies Financial Group Inc.


  • Ticker JEF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 228,990,000
  • Market Cap $18B
  • Description
  • Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company operates in Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate segments. It provides investment banking, advisory serv...
More about JEF
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