CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in JEF — Jefferies Financial Group Inc.
CIK 884546
SAN FRANCISCO, CA
Position in JEF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,763,296
-$21,962,217 QoQ
Shares Held
1,230,029
+4.8% QoQ
Ownership
0.602%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.9933334905112.ToString("F0")%
Shared 0.ToString("F0")%
None 0.00666650948880067.ToString("F0")%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,284,754,531 across 50 Capital Markets names. JEF ranks #15 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,991,147 | $1,644,243,061 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,923,317 | $1,627,106,948 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,590,282 | $901,294,702 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,776,026 | $400,278,601 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,592,551 | $240,952,395 | |
| 6 | MC |
Moelis & Co
|
2,703,182 | $154,081,374 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
440,464 | $132,504,785 | |
| 8 | TW |
Tradeweb Markets Inc.
|
989,492 | $116,423,628 |
All Filings in JEF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,763,296 | 1,230,029 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,725,513 | 1,173,560 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $75,257,467 | 1,150,374 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $62,006,482 | 1,133,781 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $60,398,782 | 1,127,474 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $90,251,806 | 1,151,171 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $72,049,014 | 1,170,577 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $61,023,424 | 1,226,355 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $54,041,639 | 1,225,434 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $48,398,895 | 1,197,696 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $43,963,509 | 1,200,205 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $40,876,386 | 1,232,330 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $37,878,357 | 1,193,395 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $134,811,120 | 4,113,544 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $106,825,087 | 3,787,761 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $92,609,837 | 3,507,231 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $104,540,379 | 3,328,739 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $40,992,581 | 1,105,109 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $44,844,586 | 1,263,331 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $41,069,249 | 1,256,094 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $42,074,288 | 1,462,116 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $35,356,556 | 1,503,370 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,527,834 | 1,134,785 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $18,339,880 | 1,233,663 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $17,038,421 | 1,303,748 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||