Jonathan S. Beatty - MD, Head of Advisor Services at Schwab Charles Corp

Insider Transactions and Holdings

Entity Type
Individual
Role
MD, Head of Advisor Services
Stock Symbol
SCHW, SCHW-PD, SCHW-PJ on NYSE
Industry
Security Brokers, Dealers & Flotation Companies
All Insider Reports
All Insider Reports

Jonathan S. Beatty - trading volume in the past year for Schwab Charles Corp

Holdings reported by Jonathan S. Beatty for Schwab Charles Corp

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Common Stock 43.3K $2.01M $46.39 Nov 12, 2025 Direct
Common Stock 11.9K $1.17M $98.00 Nov 12, 2025 by Trust
Nonqualified Stock Option (right to buy) 4K Nov 12, 2025 Direct Common Stock

Transactions reported by Jonathan S. Beatty for Schwab Charles Corp

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.