Jonathan S Beatty

MD, Head of Advisor Services, Charles Schwab

Bought, 12 months

$0.0M

Sold, 12 months

$1.8M

Companies

Latest trade

Aug 17, 2026

Companies

Charles SchwabMD, Head of Advisor Services −$1.8M

Trades

SCHW Sold 1,000 shares at $111.33 $0.1M Aug 17

SCHW Sold 2,000 shares at $104.21 · planned $0.2M Jul 21

SCHW Sold 2,000 shares at $102.01 · planned $0.2M Jul 7

SCHW Sold 2,000 shares at $100.01 · planned $0.2M Jul 6

SCHW Sold 2,000 shares at $97.03 · planned $0.2M Jul 2

SCHW Sold 2,030 shares at $95.30 $0.2M Feb 27

SCHW Sold 2,000 shares at $105.00 · planned $0.2M Jan 22

SCHW Sold 2,000 shares at $102.01 · planned $0.2M Dec 23

SCHW Sold 3,072 shares at $98.00 · planned $0.3M Nov 12

Open-market trades from SEC Form 4 only: no grants, option exercises or gifts. People are matched by the name on their filings, so two people with the same name share this page. For information only — not investment advice.