Rep. Dan Newhouse Purchases Shares of The Charles Schwab Corporation (NYSE:SCHW)

Representative Dan Newhouse (R-Washington) recently bought shares of The Charles Schwab Corporation (NYSE:SCHW). In a filing disclosed on January 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Charles Schwab stock on December 11th. The trade occurred in the Representative’s “EDWARD JONES IRA” account.

Representative Dan Newhouse also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Royal Caribbean Cruises (NYSE:RCL) on 12/31/2025.
• Purchased $1,001 – $15,000 in shares of Broadridge Financial Solutions (NYSE:BR) on 12/31/2025.
• Purchased $1,001 – $15,000 in shares of Synopsys (NASDAQ:SNPS) on 12/31/2025.
• Sold $1,001 – $15,000 in shares of Brown & Brown (NYSE:BRO) on 12/11/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 12/11/2025.
• Purchased $1,001 – $15,000 in shares of T-Mobile US (NASDAQ:TMUS) on 12/11/2025.
• Purchased $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 12/11/2025.
• Purchased $1,001 – $15,000 in shares of Textron (NYSE:TXT) on 12/11/2025.
• Sold $1,001 – $15,000 in shares of Magna International (NYSE:MGA) on 12/11/2025.
• Sold $1,001 – $15,000 in shares of Truist Financial (NYSE:TFC) on 12/11/2025.

Charles Schwab Trading Up 1.0%

NYSE:SCHW opened at $103.83 on Monday. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $104.98. The business has a fifty day moving average price of $97.15 and a 200-day moving average price of $95.55. The firm has a market capitalization of $184.50 billion, a price-to-earnings ratio of 24.32, a price-to-earnings-growth ratio of 0.71 and a beta of 0.94. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58.

Charles Schwab (NYSE:SCHW) last released its earnings results on Thursday, October 16th. The financial services provider reported $1.31 earnings per share 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 the consensus estimate of $5.93 billion. Charles Schwab had a return on equity of 21.02% and a net margin of 35.93%.Charles Schwab’s quarterly revenue was up 26.6% compared to the same quarter last year. During the same period in the previous year, the business earned $0.71 earnings per share. Sell-side analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, November 28th. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.0%. Charles Schwab’s payout ratio is presently 25.29%.

Trending Headlines about Charles Schwab

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 Investors Weigh In On Charles Schwab

Several institutional investors and hedge funds have recently modified their holdings of the stock. Lantz Financial LLC grew its stake in Charles Schwab by 3.1% during the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after acquiring an additional 99 shares in the last quarter. Roberts Wealth Advisors LLC grew its position in shares of Charles Schwab by 0.5% during the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after purchasing an additional 105 shares in the last quarter. ZWJ Investment Counsel Inc. increased its holdings in shares of Charles Schwab by 4.6% in the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock worth $228,000 after purchasing an additional 106 shares during the last quarter. Bryn Mawr Trust Advisors LLC lifted its position in shares of Charles Schwab by 2.0% in the second quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock worth $501,000 after buying an additional 107 shares in the last quarter. Finally, Nicolet Bankshares Inc. boosted its stake in Charles Schwab by 0.8% during the second quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock valued at $1,191,000 after buying an additional 107 shares during the last quarter. Institutional investors own 84.38% of the company’s stock.

Wall Street Analysts Forecast Growth

SCHW has been the topic of a number of analyst reports. Deutsche Bank Aktiengesellschaft lifted their price objective on 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 raised their target price on shares of Charles Schwab from $119.00 to $123.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Bank of America lifted their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a report on Wednesday, December 10th. Morgan Stanley upped their price target on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Finally, Raymond James Financial restated an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. One research 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 MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $114.45.

Insiders Place Their Bets

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of Charles Schwab stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total value of $301,056.00. Following the sale, the insider 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 SEC, which is available through the SEC website. 6.30% of the stock is owned by corporate insiders.

About Representative Newhouse

Dan Newhouse (Republican Party) is a member of the U.S. House, representing Washington’s 4th Congressional District. He assumed office on January 3, 2015. His current term ends on January 3, 2027.

Newhouse (Republican Party) ran for re-election to the U.S. House to represent Washington’s 4th Congressional District. He won in the general election on November 5, 2024.

Click here to see Newhouse’s key votes in Congress.

Newhouse served as a member of the Washington House of Representatives representing District 15-Position 2 from 2003 through 2009 and as Washington Director of Agriculture from 2009 to 2013.

Newhouse was first elected to the state House in 2002 and served until he was named state Director of Agriculture in 2009. He was first appointed by Governor Christine Gregoire on February 18, 2009.

Charles Schwab Company Profile

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.