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      Current Value of Holding

      $16.9M

      Shares

      173k

      % of Portfolio

      0.29%

      Average Buy Price

      $70.8

      Avg closing price
      Price range

      11 Jefferies Group Charles Schwab Trades

      Jefferies Group acquired 173k Charles Schwab shares worth $16.9M. That's 0.29% of their equity portfolio (66th largest holding). The first Charles Schwab trade was made in Q4 2022. Since then Jefferies Group bought shares seven more times and sold shares on three occasions. The stake costed the investor $12.2M, netting the investor a gain of 38% so far.

      Avg closing price
      Price range
      Increased shares by 115.2% (+92.6k shares) Q2 2025
      Avg closing price $83.77
      Price range $69.06 - $91.24
      Increased shares by 914.6% (+72.4k shares) Q1 2025
      Avg closing price $78.39
      Price range $71.24 - $83.64
      Sold 75.7% shares (-24.7k shares) Q4 2024
      Avg closing price $74.94
      Price range $63.35 - $82.85
      Increased shares by 3.8% (+1.19k shares) Q3 2024
      Avg closing price $65.81
      Price range $61.74 - $76.08
      Increased shares by 424.1% (+25.4k shares) Q2 2024
      Avg closing price $73.87
      Price range $70.03 - $78.90
      Sold 95.8% shares (-137k shares) Q1 2024
      Avg closing price $65.86
      Price range $61.89 - $72.38
      Increased shares by 1023.3% (+131k shares) Q4 2023
      Avg closing price $57.75
      Price range $49.33 - $70.98
      New holding (+12.8k shares) Q3 2023
      Avg closing price $60.44
      Price range $54.20 - $67.94
      Sold -296k shares Q2 2023
      Avg closing price $52.38
      Price range $47.37 - $57.14
      Increased shares by 331.7% (+228k shares) Q1 2023
      Avg closing price $73.23
      Price range $51.91 - $85.62
      New holding (+68.6k shares) Q4 2022
      Avg closing price $77.61
      Price range $67.43 - $83.26

      News about Charles Schwab Corp. and Jefferies Group

      Hedge Fund and Insider Trading News: Chris Rokos, David Tepper, Bluebell Capital Partners, Graham Capital Management, Citadel Investment Group, Eisler Capital, The Charles Schwab Corporation (SCHW), ATN International Inc (ATNI), and More

      Hedge Fund and Insider Trading News: Chris Rokos, David Tepper, Bluebell Capital Partners, Graham Capital Management, Citadel Investment Group, Eisler Capital, The Charles Schwab Corporation (SCHW), ATN International Inc (ATNI), and More

      Chris Rokos¡¯s $17 Billion Hedge Fund Extends Gains To About 20% (Bloomberg) Panthers Thin-Skinned Owner David Tepper Trolled (Again!) By A Local Charlotte Re...

      Insider Monkey Insider Monkey, over 1 year ago
      TD Bank Group Reports First Quarter 2024 Results

      TD Bank Group Reports First Quarter 2024 Results

      Earnings News Release ? Three months ended January 31, 2024 This quarterly Earnings News Release should be read in conjunction with the Bank''s unaudited fir...

      Benzinga Benzinga, over 1 year ago
      Patriot Financial Group Insurance Agency LLC Acquires 7,597 Shares of The Charles Schwab Co. (NYSE:SCHW)

      Patriot Financial Group Insurance Agency LLC Acquires 7,597 Shares of The Charles Schwab Co. (NYSE:SCHW)

      ¡­ the period. Patriot Financial Group Insurance Agency LLC ¡­ the transaction, the chief financial officer now directly owns ¡­ the transaction, the chief fina...

      EIN News Finance EIN News Finance, over 1 year ago
      The Charles Schwab Co. (NYSE:SCHW) Shares Acquired by Mach 1 Financial Group LLC

      The Charles Schwab Co. (NYSE:SCHW) Shares Acquired by Mach 1 Financial Group LLC

      Mach 1 Financial Group LLC grew its position in The Charles Schwab Co. (NYSE:SCHW ¨C Free Report) by 30.5% in the third quarter, according to the company in i...

      The AM Reporter The AM Reporter, over 1 year ago

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