SCHW Charles Schwab Corp

Adams Wealth Management significantly reduced its stake in the Schwab Mortgage-Backed Securities ETF (NYSEARCA:SMBS) by 28.8% in the second quarter, selling 142,517 shares. Despite the sale, SMBS still constitutes 1.7% of Adams Wealth Management's holdings, making it their 11th largest position. Other institutional investors like Townsquare Capital LLC and CacheTech Inc. recently acquired new stakes in SMBS.

Representative Julie Johnson (D-Texas) sold between $1,001 and $15,000 worth of CMS Energy (NYSE:CMS) stock on November 13, 2025, as disclosed in a December 11 filing. This transaction was part of several similar-sized sales she made on the same day across a range of other major companies such as Charles Schwab, UnitedHealth, and Goldman Sachs. CMS Energy's stock opened at $69.85, offers a 3.1% dividend yield, and analysts maintain a "Moderate Buy" rating with an average target price of $78.50.

Representative Julie Johnson (D-Texas) recently sold between $1,001 and $15,000 worth of Philip Morris International Inc. (NYSE:PM) shares on November 13th, as disclosed in a December 11th filing. She also sold similar amounts of shares in several other major companies on the same date. The article provides a financial overview of Philip Morris International, including its market performance, recent earnings, dividend announcement, and institutional investor activity, alongside analyst ratings.

Representative Julie Johnson (D-Texas) recently sold between $1,001 and $15,000 in NXP Semiconductors N.V. (NASDAQ:NXPI) stock on November 13th, as disclosed in a December 11th filing. This sale was part of a series of transactions on the same date, involving other companies like Charles Schwab and UnitedHealth Group, all executed from her CHASE BROKERAGE ACCOUNT. The article also provides a financial overview of NXP Semiconductors, including its trading performance, recent earnings, dividend announcement, institutional trading activities, and analyst ratings.

Texas Permanent School Fund Corp significantly reduced its stake in Merck & Co., Inc. by 41.5% in Q2, selling 124,901 shares, though Merck saw heavy institutional buying from firms like DLD Asset Management and Norges Bank. Merck also exceeded quarterly expectations with $2.58 EPS and $17.28 billion in revenue, raising its quarterly dividend to $0.85 per share. Analysts generally rate Merck as "Hold" with an average target price of $107.50.

Representative Julie Johnson (D-Texas) recently sold shares of 3M Company (NYSE:MMM) as part of a series of stock transactions disclosed on December 11th. The sales, ranging from $1,001 to $15,000, occurred on November 13th and included other major companies like Charles Schwab and UnitedHealth Group. 3M's stock is currently trading at $168.94, with analysts giving it a "Moderate Buy" rating and institutional investors owning a significant portion of its shares.