Insider filing · SCHW
Jonathan S Beatty
MD, Head of Advisor Services
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The Charles Schwab Corporation
SCHW · Financial Services · 152 filings in 24 months
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Jonathan S Beatty sold $311K of The Charles Schwab (SCHW)
Executed May 8 2025, disclosed May 9 2025, 1 day later.
Value, as filed
$311K
3,658 sh × $85.00
Executed
May 8 2025
the trade date, as filed
Disclosed
May 9 2025
1 day after the trade
Return, 21 sessionsiFrom the disclosed entry session; derived
–
purchases only
Returns are measured on stock purchases only.
The filer
JBJonathan S Beatty (MD, Head of Advisor Services) filed 8 Form 4 reports in the trailing twelve months (0 purchases, 8 sales, 1 filed past the two-business-day deadline), most often in The Charles Schwab Corporation (SCHW). The largest single filing was $394K of SCHW (4,000 sh across 2 lots, as filed), executed Jul 2.
The name
SCHWFinancial Services · The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth managem…
More Financial Services filings→ Insider filings, newest first→ View the original filing at www.sec.gov→Other filings by Jonathan S Beatty in SCHW
SCHWSALE
The Charles Schwab Corporation
$111K1,000 sh × $111.33
Exec Aug 17
Filed Aug 18 · 5:55 PM ET SCHWSALE The Charles Schwab Corporation $208K
2,000 sh × $104.21
Exec Jul 21
Filed Jul 21 · 6:54 PM ET SCHWSALE The Charles Schwab Corporation $204K
2,000 sh × $102.01
Exec Jul 7
Filed Jul 8 · 5:06 PM ET SCHWSALE The Charles Schwab Corporation $394K
4,000 sh across 2 lots
Exec Jul 2
Filed Jul 6 · 6:33 PM ET SCHWSALE The Charles Schwab Corporation $193K
2,030 sh × $95.30
Exec Feb 27
Filed Mar 3 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation $210K
2,000 sh × $105.00
Exec Jan 22
Filed Jan 23 · 5:30 PM ET SCHWSALE The Charles Schwab Corporation $204K
2,000 sh × $102.01
Exec Dec 23 2025
Filed Dec 29 2025 · 5:30 PM ET † SCHWSALE The Charles Schwab Corporation $301K
3,072 sh × $98.00
Exec Nov 12 2025
Filed Nov 14 2025 · 5:30 PM ET