Question 1

How many shares of JEF does CHARLES SCHWAB INVESTMENT MANAGEMENT INC own?

Accepted Answer

As of 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 1.2M shares of JEF (JEFFERIES FINANCIAL GROUP IN).

Question 2

What is CHARLES SCHWAB INVESTMENT MANAGEMENT INC's JEF position worth?

Accepted Answer

As of 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's JEF position is worth $50.8M.

Question 3

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling JEF?

Accepted Answer

In 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC increased their JEF position (+4.8% change in shares).

Question 4

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy JEF?

Accepted Answer

Based on available 13F filings, CHARLES SCHWAB INVESTMENT MANAGEMENT INC first reported a position in JEF in 2018-Q4. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	1.2M	+4.8%	$50.8M	0.0%	$44.67	31
2025-Q4	Increased	1.2M	+2.0%	$72.7M	0.0%	$62.26	30
2025-Q3	Increased	1.2M	+1.5%	$75.3M	0.0%	$65.69	30
2025-Q2	Increased	1.1M	+0.6%	$62M	0.0%	$54.57	30
2025-Q1	Decreased	1.1M	-2.1%	$60.4M	0.0%	$50.73	0
2024-Q4	Decreased	1.2M	-1.7%	$90.3M	0.0%	$76.18	0
2024-Q3	Decreased	1.2M	-4.5%	$72M	0.0%	$58.72	0
2024-Q2	Increased	1.2M	+0.1%	$61M	0.0%	$47.55	29
2024-Q1	Increased	1.2M	+2.3%	$54M	0.0%	$41.87	30
2023-Q4	Decreased	1.2M	-0.2%	$48.4M	0.0%	$38.09	0
2023-Q3	Decreased	1.2M	-2.6%	$44M	0.0%	$34.21	0
2023-Q2	Increased	1.2M	+3.3%	$40.9M	0.0%	$30.90	30
2023-Q1	Decreased	1.2M	-71.0%	$37.9M	0.0%	$28.40	0
2022-Q4	Increased	4.1M	+8.6%	$141M	0.0%	$29.81	33
2022-Q3	Increased	3.8M	+8.0%	$111.7M	0.0%	$25.08	32
2022-Q2	Increased	3.5M	+5.4%	$96.9M	0.0%	$23.84	32
2022-Q1	Increased	3.3M	+201.2%	$109.4M	0.0%	$28.04	48
2021-Q4	Decreased	1.1M	-12.5%	$42.9M	0.0%	$32.73	0
2021-Q3	Increased	1.3M	+0.6%	$46.9M	0.0%	$31.47	29
2021-Q2	Decreased	1.3M	-14.1%	$43M	0.0%	$28.36	0
2021-Q1	Decreased	1.5M	-2.7%	$44M	0.0%	$25.55	0
2020-Q4	Increased	1.5M	+32.5%	$37M	0.0%	$19.71	37
2020-Q3	Decreased	1.1M	-8.0%	$20.4M	0.0%	$14.54	0
2020-Q2	Decreased	1.2M	-5.4%	$19.2M	0.0%	$12.19	0
2020-Q1	Decreased	1.3M	-2.4%	$17.8M	0.0%	$11.14	0
2019-Q4	Increased	1.3M	+1.5%	$28.6M	0.0%	$16.88	29
2019-Q3	Decreased	1.3M	-21.7%	$24.2M	0.0%	$13.95	0
2019-Q2	Decreased	1.7M	-0.9%	$32.4M	0.0%	$14.05	0
2019-Q1	Decreased	1.7M	-0.0%	$31.9M	0.0%	$13.64	0
2018-Q4	New	1.7M	-	$29.5M	0.0%	$12.57	40

JEF30 quarters

JEF
30 quarters