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 Stock Performance

SCHW stock opened at $96.63 on Monday. The firm has a market cap of $171.71 billion, a PE ratio of 22.63, a price-to-earnings-growth ratio of 0.81 and a beta of 0.96. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The stock has a 50-day moving average price of $93.86 and a 200-day moving average price of $93.48. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year high of $99.59.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Thursday, October 16th. The financial services provider reported $1.31 EPS for the quarter, beating the consensus estimate of $1.25 by $0.06. The company had revenue of $6.38 billion for the quarter, compared to analyst estimates of $5.93 billion. Charles Schwab had a return on equity of 21.02% and a net margin of 35.93%.The firm’s revenue for the quarter was up 26.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.71 EPS. As a group, equities research analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Dividend Announcement

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

Insider Buying and Selling at Charles Schwab

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

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. Morgan Stanley increased their price target on Charles Schwab from $130.00 to $139.00 and gave the stock an “overweight” rating in a report on Monday, November 3rd. Cowen reissued a “buy” rating on shares of Charles Schwab in a research note on Friday, October 17th. BMO Capital Markets began coverage on shares of Charles Schwab in a report on Friday, October 3rd. They issued an “outperform” rating and a $110.00 price target for the company. JPMorgan Chase & Co. lifted their price target on shares of Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. Finally, UBS Group started coverage on shares of Charles Schwab in a research report on Thursday. They set a “buy” rating and a $119.00 price objective on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Charles Schwab presently has a consensus rating of “Moderate Buy” and an average target price of $108.37.

Hedge Funds Weigh In On Charles Schwab

Several large investors have recently added to or reduced their stakes in the business. Severin Investments LLC acquired a new position in Charles Schwab during the 3rd quarter valued at about $540,000. Allworth Financial LP lifted its holdings in shares of Charles Schwab by 22.1% in the third quarter. Allworth Financial LP now owns 51,752 shares of the financial services provider’s stock valued at $4,941,000 after purchasing an additional 9,361 shares in the last quarter. IFP Advisors Inc boosted its position in shares of Charles Schwab by 3.0% during the third quarter. IFP Advisors Inc now owns 20,707 shares of the financial services provider’s stock valued at $1,977,000 after buying an additional 609 shares during the last quarter. Swiss Life Asset Management Ltd grew its holdings in Charles Schwab by 36.5% during the third quarter. Swiss Life Asset Management Ltd now owns 390,697 shares of the financial services provider’s stock worth $37,300,000 after buying an additional 104,576 shares in the last quarter. Finally, Groupama Asset Managment grew its holdings in Charles Schwab by 14.6% during the third quarter. Groupama Asset Managment now owns 37,753 shares of the financial services provider’s stock worth $3,604,000 after buying an additional 4,799 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

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.