Jefferies Group trim Schwab (Charles) Corp
Jefferies Group trim $3.9M of disclosed value in Schwab (Charles) Corp.
Signal
Investor Move
Action
Trim
Capital
$3.9M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
1869
New
423
Reduced/Sold
1037
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| GLD | SPDR Gold Shares | Increased | $3.5B | 0.13% |
| 1557.T | SPDR S&P 500 ETF Trust | Reduced | $1.1B | 0.07% |
| GOOG | Alphabet Inc. | Reduced | $20.5M | 0.03% |
| NVDA | NVIDIA Corporation | Reduced | $130.6M | 0.03% |
| IREN | IREN Limited | Reduced | $166.6M | 0.03% |
| IWM | iShares Russell 2000 ETF | Reduced | $234.5M | 0.02% |
| C | Citigroup Inc. | Reduced | $16.5M | 0.02% |
| GOOGL | Alphabet Inc. | Reduced | $24.4M | 0.01% |
| CDTX | Cidara Therapeutics, Inc. | Sold out | $0 | 0.01% |
| INSM | Insmed Incorporated | Reduced | $16.9M | 0.01% |
| AAPL.MX | Apple Inc. | Reduced | $74.1M | 0.01% |
| PG | The Procter & Gamble Company | Reduced | $4.3M | 0.01% |
| CRH.L | CRH plc | Reduced | $1.3M | 0.01% |
| 4.609E+107 | INVESCO QQQ TR | Increased | $551.2M | 0.01% |
| MSFT | Microsoft Corporation | Reduced | $4.4M | 0.01% |
| JPM | JPMorgan Chase & Co. | Reduced | $39M | 0.01% |
| MU | Micron Technology, Inc. | Reduced | $14.3M | 0.01% |
| CELH | Celsius Holdings, Inc. | Reduced | $620.9K | 0.01% |
| EQT | EQT CORP | Reduced | $7.3M | 0.01% |
| XRT | State Street SPDR S&P Retail ETF | New | $99M | 0.01% |