Rep. Julie Johnson Sells The Charles Schwab Corporation (NYSE:SCHW) Stock

Posted by Mark Dietrich on Jan 18th, 2026

Representative Julie Johnson (D-Texas) recently sold shares of The Charles Schwab Corporation (NYSE:SCHW). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Charles Schwab stock on December 18th. 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 Texas Instruments (NASDAQ:TXN) on 12/18/2025.
Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Charles Schwab Price Performance

Shares of NYSE:SCHW opened at $103.83 on Friday. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $104.98. The firm has a market capitalization of $184.50 billion, a P/E ratio of 24.32, a P/E/G ratio of 0.71 and a beta of 0.94. The company’s fifty day moving average price is $97.15 and its 200 day moving average price is $95.52.

Charles Schwab (NYSE:SCHW – Get Free Report) last posted its earnings results on Thursday, October 16th. The financial services provider reported $1.31 EPS for the quarter, topping analysts’ consensus estimates of $1.25 by $0.06. The business had revenue of $6.38 billion for the quarter, compared to analysts’ expectations of $5.93 billion. Charles Schwab had a return on equity of 21.02% and a net margin of 35.93%.The business’s revenue was up 26.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.71 earnings per share. As a group, sell-side analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, November 28th. Stockholders of record on Friday, November 14th were issued a $0.27 dividend. The ex-dividend date was Friday, November 14th. This represents a $1.08 annualized dividend and a dividend yield of 1.0%. Charles Schwab’s dividend payout ratio is presently 25.29%.

Charles Schwab News Roundup

Here are the key news stories impacting Charles Schwab this week:

Positive Sentiment: Schwab shares reached an all-time high, signaling strong market momentum and investor confidence as sentiment around the stock turns more bullish. Charles Schwab stock hits all-time high at 104.77 USD
Positive Sentiment: TD Cowen raised its price target to $135, a sizable upside signal that can drive buying interest from momentum and value-oriented investors. TD Cowen Boosts Charles Schwab (NYSE:SCHW) Price Target to $135.00
Positive Sentiment: Analysts’ consensus is “Moderate Buy,” supporting continued institutional interest and providing a baseline for further upward revisions. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Analysts
Positive Sentiment: Analysts expect Schwab’s Q4 results (reporting Jan. 21) to be aided by robust trading volumes and rising net interest revenue (NIR), which would materially boost revenues and profitability. Robust Trading Activity, Growth in NIR to Aid Schwab’s Q4 Earnings
Neutral Sentiment: Previews urge investors to look past headline EPS — monitoring net interest margin, client cash levels and active accounts will be key to judge whether growth is sustainable. Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Neutral Sentiment: Schwab expanded its investor education offerings (more events, programming), which supports client engagement and long-term retention but has a modest short-term revenue impact. Schwab Kicks Off 2026 With Expanded Education Experiences
Neutral Sentiment: Zacks highlights Schwab as a long-term value pick based on style scores and valuation metrics — useful for buy-and-hold investors but not an immediate catalyst. Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
Neutral Sentiment: A retrospective piece on 10-year returns highlights Schwab’s long-term performance; interesting for sentiment but not a direct price driver. Here’s how much a $1000 investment in the Charles Schwab Corporation made 10 years ago would be worth today

Institutional Trading of Charles Schwab

Several large investors have recently bought and sold shares of SCHW. Norges Bank acquired a new position in Charles Schwab during the second quarter worth about $1,889,858,000. Brown Advisory Inc. boosted its stake in shares of Charles Schwab by 88.4% during the second quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock valued at $1,109,687,000 after acquiring an additional 5,708,208 shares during the last quarter. Primecap Management Co. CA increased its position in Charles Schwab by 35.9% during the 2nd quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock worth $1,736,736,000 after purchasing an additional 5,032,728 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in Charles Schwab by 28.3% in the 2nd quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock valued at $1,293,978,000 after purchasing an additional 3,125,179 shares in the last quarter. Finally, Vanguard Group Inc. grew its stake in Charles Schwab by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock worth $13,793,853,000 after acquiring an additional 2,786,829 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Activity

In other news, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $102.01, for a total value of $204,020.00. Following the completion of the sale, the insider owned 11,923 shares of the company’s stock, valued at $1,216,265.23. The trade was a 14.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 6.30% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

SCHW has been the subject of several analyst reports. TD Cowen upped their price objective on Charles Schwab from $134.00 to $135.00 and gave the company a “buy” rating in a research note on Wednesday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a research report on Wednesday, October 8th. Truist Financial upped their price objective on shares of Charles Schwab from $113.00 to $120.00 and gave the stock a “buy” rating in a research report on Wednesday, January 7th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Finally, Morgan Stanley boosted their price target on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research note on Monday, December 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and a consensus target price of $114.45.

Read Our Latest Stock Report on Charles Schwab

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.

About Charles Schwab

(Get Free Report)

Charles Schwab Corporation (NYSE: SCHW) is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank.