Jonathan S. Beatty - 17 Aug 2026 Form 4 Insider Report for SCHWAB CHARLES CORP (SCHW)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
18 Aug 2026, 17:55:27 UTC
Prior SEC filing
21 Jul 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ P. Blake Allen, Attorney-in-fact

Key filing fact

Jonathan S. Beatty filed Form 4 for SCHWAB CHARLES CORP (SCHW) on 18 Aug 2026.

Key facts

  • This page summarizes Jonathan S. Beatty's Form 4 filing for SCHWAB CHARLES CORP (SCHW).
  • 1 reported transaction and 0 derivative rows are listed below.
  • Accepted by SEC: 18 Aug 2026, 17:55.

Change

  • Previous filing in this sequence was filed on 21 Jul 2026.
  • Current net transaction value: -$111,330.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0002028977 Primary reporting owner

Beatty Jonathan S

Relationship
MD, Head of Advisor Services
Address
3000 SCHWAB WAY, WESTLAKE
Signature
/s/ P. Blake Allen, Attorney-in-fact
Signature date
18 Aug 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SCHW transaction

Common Stock

Sale

Transaction value
$111,330
Shares
-1,000
Change %
-8.5%
Price
$111.33
Shares after
10,738
Date
17 Aug 2026
Ownership
by Trust
Footnotes
F1
SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
32,459
Date
17 Aug 2026
Ownership
Direct
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

This transaction was executed in multiple trades at prices ranging from $111.19 to $111.405. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

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