Rep. Julie Johnson Sells Off Shares of The Charles Schwab Corporation (NYSE:SCHW)

Representative Julie Johnson (D-Texas) recently sold shares of The Charles Schwab Corporation (NYSE:SCHW). In a filing disclosed on December 11th, the Representative disclosed that they had sold between $1,001 and $15,000 in Charles Schwab stock on November 13th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Cigna Group (NYSE:CI) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Wells Fargo & Company (NYSE:WFC) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of American Express (NYSE:AXP) on 11/13/2025.

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $97.19 on Friday. The company has a market capitalization of $172.71 billion, a PE ratio of 22.76, a PEG ratio of 0.81 and a beta of 0.96. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The stock’s 50 day moving average price is $94.04 and its 200-day moving average price is $93.63. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $99.59.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Thursday, October 16th. The financial services provider reported $1.31 EPS for the quarter, beating analysts’ consensus estimates of $1.25 by $0.06. Charles Schwab had a return on equity of 21.02% and a net margin of 35.93%.The company had revenue of $6.38 billion during the quarter, compared to the consensus estimate of $5.93 billion. During the same period last year, the business posted $0.71 earnings per share. Charles Schwab’s revenue was up 26.6% on a year-over-year basis. On average, equities analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, November 28th. Shareholders of record on Friday, November 14th were given a dividend of $0.27 per share. The ex-dividend date of this dividend was Friday, November 14th. This represents a $1.08 annualized dividend and a dividend yield of 1.1%. Charles Schwab’s dividend payout ratio (DPR) is currently 25.29%.

Insiders Place Their Bets

In related news, insider Paul V. Woolway sold 3,205 shares of Charles Schwab stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $93.33, for a total value of $299,122.65. Following the transaction, the insider owned 34,778 shares in the company, valued at $3,245,830.74. This trade represents a 8.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Jonathan S. Beatty sold 3,072 shares of the company’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total transaction of $301,056.00. Following the sale, the insider owned 11,923 shares of the company’s stock, valued at approximately $1,168,454. The trade was a 20.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 6.30% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have recently commented on SCHW. Barclays lowered their target price on Charles Schwab from $115.00 to $111.00 and set an “overweight” rating on the stock in a research note on Friday, December 12th. Truist Financial lifted their price objective on shares of Charles Schwab from $112.00 to $113.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. Deutsche Bank Aktiengesellschaft increased their target price on shares of Charles Schwab from $119.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, October 17th. UBS Group started coverage on shares of Charles Schwab in a report on Thursday, December 11th. They issued a “buy” rating and a $119.00 price target on the stock. Finally, Cowen reiterated a “buy” rating on shares of Charles Schwab in a research note on Friday, October 17th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $108.37.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the business. Federated Hermes Inc. raised its holdings in shares of Charles Schwab by 2,112.7% during the 2nd quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock valued at $16,587,000 after buying an additional 173,577 shares in the last quarter. Vanguard Personalized Indexing Management LLC grew its position in Charles Schwab by 26.8% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 190,538 shares of the financial services provider’s stock valued at $17,387,000 after acquiring an additional 40,275 shares during the last quarter. Bain Capital Public Equity Management II LLC purchased a new position in shares of Charles Schwab during the first quarter worth approximately $79,605,000. Figure 8 Investment Strategies LLC bought a new stake in shares of Charles Schwab in the 2nd quarter worth approximately $924,000. Finally, PFG Investments LLC boosted its stake in shares of Charles Schwab by 10.2% in the 2nd quarter. PFG Investments LLC now owns 5,951 shares of the financial services provider’s stock valued at $543,000 after purchasing an additional 550 shares in the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

Charles Schwab Company Profile

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services.