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

Key Points

• Representative Lisa C. McClain purchased shares of The Charles Schwab Corporation (NYSE:SCHW) valued between $1,001 and $15,000 on July 10th, as disclosed in a filing on August 13th.
• Charles Schwab recently declared a quarterly dividend of $0.27 per share, with a dividend yield of 1.1%, to be paid on August 22nd.
• The company has authorized a $20 billion share buyback program, allowing repurchase of up to 11.6% of its shares, indicating management's belief that the stock is undervalued.

Representative Lisa C. McClain (R-Michigan) recently bought shares of The Charles Schwab Corporation NYSE: SCHW. In a filing disclosed on August 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Charles Schwab stock on July 10th. 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 Performance

Shares of NYSE:SCHW traded down $0.5560 during midday trading on Wednesday, reaching $95.2040. The company had a trading volume of 5,133,304 shares, compared to its average volume of 9,996,807. The stock has a market cap of $172.82 billion, a P/E ratio of 25.59, a P/E/G ratio of 0.92 and a beta of 0.96. The Charles Schwab Corporation has a 52-week low of $61.16 and a 52-week high of $99.59. The company has a current ratio of 0.55, a quick ratio of 0.55 and a debt-to-equity ratio of 0.47. The company's 50 day moving average price is $93.40 and its 200 day moving average price is $85.09.

Charles Schwab (NYSE:SCHW - Get Free Report) last announced its quarterly earnings results on Friday, July 18th. The financial services provider reported $1.14 earnings per share for the quarter, beating the consensus estimate of $1.10 by $0.04. The firm had revenue of $5.85 billion for the quarter, compared to analysts' expectations of $5.64 billion. Charles Schwab had a return on equity of 19.30% and a net margin of 33.68%.The company's revenue was up 24.8% on a year-over-year basis. During the same period in the prior year, the business posted $0.73 earnings per share. As a group, sell-side analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, August 22nd. Investors of record on Friday, August 8th will be issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Friday, August 8th. Charles Schwab's payout ratio is 29.03%.

Charles Schwab declared that its Board of Directors has authorized a share buyback program on Thursday, July 24th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the financial services provider to purchase up to 11.6% of its shares through open market purchases. Shares repurchase programs are often a sign that the company's board believes its shares are undervalued.

Insiders Place Their Bets

In related news, Director Paula A. Sneed sold 8,647 shares of the firm's stock in a transaction that occurred on Tuesday, May 27th. The stock was sold at an average price of $88.06, for a total value of $761,454.82. Following the completion of the transaction, the director directly owned 105,654 shares of the company's stock, valued at $9,303,891.24. This trade represents a 7.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Chairman Walter W. Bettinger sold 173,876 shares of the firm's stock in a transaction that occurred on Tuesday, July 29th. The shares were sold at an average price of $98.84, for a total value of $17,185,903.84. Following the completion of the transaction, the chairman directly owned 590,734 shares of the company's stock, valued at $58,388,148.56. The trade was a 22.74% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 260,516 shares of company stock worth $25,139,583. Corporate insiders own 6.30% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts have commented on SCHW shares. Raymond James Financial reiterated an "outperform" rating and set a $99.00 price target on shares of Charles Schwab in a research report on Friday, July 18th. 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 note on Tuesday, April 22nd. Morgan Stanley raised their price target on Charles Schwab from $117.00 to $131.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 29th. Bank of America raised their price objective on Charles Schwab from $83.00 to $84.00 and gave the company an "underperform" rating in a research report on Monday, July 21st. Finally, The Goldman Sachs Group upgraded Charles Schwab from a "neutral" rating to a "buy" rating and set a $100.00 price target on the stock in a research note on Friday, April 25th. Sixteen analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Charles Schwab currently has a consensus rating of "Moderate Buy" and an average price target of $99.60.

Institutional Trading of Charles Schwab

A number of hedge funds have recently added to or reduced their stakes in the stock. Coppell Advisory Solutions LLC lifted its position in Charles Schwab by 251.8% during the 2nd quarter. Coppell Advisory Solutions LLC now owns 40,058 shares of the financial services provider's stock worth $3,604,000 after acquiring an additional 28,670 shares during the period. B. Riley Wealth Advisors Inc. acquired a new stake in Charles Schwab during the 2nd quarter worth approximately $1,541,000. Cape Investment Advisory Inc. lifted its holdings in shares of Charles Schwab by 4.7% in the 2nd quarter. Cape Investment Advisory Inc. now owns 26,043 shares of the financial services provider's stock valued at $2,376,000 after buying an additional 1,165 shares during the period. Anchor Investment Management LLC lifted its holdings in shares of Charles Schwab by 6.3% in the 2nd quarter. Anchor Investment Management LLC now owns 31,336 shares of the financial services provider's stock valued at $2,859,000 after buying an additional 1,849 shares during the period. Finally, Asset Dedication LLC lifted its holdings in shares of Charles Schwab by 13.4% in the 2nd quarter. Asset Dedication LLC now owns 2,824 shares of the financial services provider's stock valued at $258,000 after buying an additional 334 shares during the period. 84.38% of the stock is owned by institutional investors and hedge funds.

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.