Charles Schwab (NYSE:SCHW) Shares Unloaded Rep. Lisa C. McClain

Representative Lisa C. McClain (R-Michigan) recently sold shares of The Charles Schwab Corporation (NYSE:SCHW). In a filing disclosed on August 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in Charles Schwab stock on July 16th. The trade occurred in the Representative’s “CHARLES SCHWAB BROKERAGE ACCOUNT 924” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Autoliv (NYSE:ALV) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Applied Materials (NASDAQ:AMAT) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of Arthur J. Gallagher & Co. (NYSE:AJG) on 8/4/2025.
• Sold $1,001 – $15,000 in shares of SAP (NYSE:SAP) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of XPO (NYSE:XPO) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of Lithia Motors (NYSE:LAD) on 7/22/2025.
• Sold $1,001 – $15,000 in shares of Sanofi (NASDAQ:SNY) on 7/22/2025.
• Sold $1,001 – $15,000 in shares of Waters (NYSE:WAT) on 7/22/2025.
• Purchased $1,001 – $15,000 in shares of Group 1 Automotive (NYSE:GPI) on 7/22/2025.

Charles Schwab Stock Down 1.8%

NYSE SCHW opened at $96.03 on Monday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.55 and a current ratio of 0.55. The company has a market capitalization of $174.32 billion, a P/E ratio of 25.81, a P/E/G ratio of 0.92 and a beta of 0.96. The Charles Schwab Corporation has a one year low of $61.16 and a one year high of $99.59. The stock has a 50 day moving average price of $93.09 and a 200-day moving average price of $84.92.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Friday, July 18th. The financial services provider reported $1.14 EPS for the quarter, beating analysts’ consensus estimates of $1.10 by $0.04. The firm had revenue of $5.85 billion during the quarter, compared to the consensus estimate of $5.64 billion. Charles Schwab had a return on equity of 19.30% and a net margin of 33.68%. The company’s quarterly revenue was up 24.8% compared to the same quarter last year. During the same period in the prior year, the company earned $0.73 EPS. As a group, equities analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 22nd. Shareholders of record on Friday, August 8th will be paid a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 1.1%. The ex-dividend date is Friday, August 8th. Charles Schwab’s dividend payout ratio is presently 29.03%.

Charles Schwab declared that its board has authorized a stock buyback program on Thursday, July 24th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the financial services provider to repurchase up to 11.6% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its stock is undervalued.

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Paul V. Woolway sold 3,290 shares of the firm’s stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $96.06, for a total value of $316,037.40. Following the completion of the sale, the insider owned 41,188 shares of the company’s stock, valued at approximately $3,956,519.28. This trade represents a 7.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Nigel J. Murtagh sold 24,096 shares of the firm’s stock in a transaction dated Tuesday, July 29th. The stock was sold at an average price of $97.91, for a total value of $2,359,239.36. Following the completion of the sale, the insider directly owned 58,999 shares of the company’s stock, valued at approximately $5,776,592.09. This represents a 29.00% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 308,016 shares of company stock valued at $29,341,433 over the last 90 days. Company insiders own 6.30% of the company’s stock.

Hedge Funds Weigh In On Charles Schwab

Institutional investors have recently made changes to their positions in the company. FORA Capital LLC bought a new stake in Charles Schwab during the second quarter valued at about $4,768,000. Winslow Asset Management Inc. boosted its position in Charles Schwab by 0.6% during the second quarter. Winslow Asset Management Inc. now owns 160,138 shares of the financial services provider’s stock valued at $14,611,000 after purchasing an additional 904 shares in the last quarter. 44 Wealth Management LLC bought a new stake in Charles Schwab during the second quarter valued at about $1,007,000. Tower Research Capital LLC TRC boosted its position in Charles Schwab by 23.1% during the second quarter. Tower Research Capital LLC TRC now owns 68,546 shares of the financial services provider’s stock valued at $6,254,000 after purchasing an additional 12,864 shares in the last quarter. Finally, MUFG Securities EMEA plc bought a new stake in Charles Schwab during the second quarter valued at about $460,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. UBS Group raised their price target on Charles Schwab from $95.00 to $96.00 and gave the stock a “buy” rating in a research report on Tuesday, April 22nd. Cowen restated a “buy” rating on shares of Charles Schwab in a research report on Tuesday, May 20th. TD Securities raised their price target on Charles Schwab from $95.00 to $113.00 and gave the stock a “buy” rating in a research report on Tuesday, May 20th. Wells Fargo & Company set a $102.00 price target on Charles Schwab and gave the stock an “overweight” rating in a research report on Friday, July 18th. Finally, JMP Securities raised their price target on Charles Schwab from $106.00 to $110.00 and gave the stock a “market outperform” rating in a research report on Monday, July 21st. Two analysts have rated the stock with a sell rating, four have assigned a hold rating and sixteen have issued a buy rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $99.60.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

About Charles Schwab

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.