Jonathan S. Beatty, MD, Head of Advisor Services: Schwab Charles SCHW Sell · Filed 24/11/27

Trade details

Type: Insider sale
Amount: $188,623
Shares · price: 2,300 sh · $82.01 a share
Held after: 18,069 sh
Stock: Schwab Charles SCHW
Person: Jonathan S. BeattyMD, Head of Advisor Services
Trade date: 24/11/25
Filed: 24/11/27
Days to filing: 2 days

Sold 11.3% of holdings

Share of holding sold: 11.3%

Schwab Charles trades, last 26 weeks

What else happened in Schwab Charles around then

Filed or reported within 30 days of the trade day · 24/10/26~24/12/25

Jonathan S. Beatty's recent trades

Jonathan S. BeattyMD, Head of Advisor Services
Planned saleSchwab Charles
Planned sale
Schwab Charles
SCHW
$111K
1,000 sh
$111K
Filed 08/17
Traded 08/17
Jonathan S. BeattyMD, Head of Advisor Services
Planned sale10b5-1 planSchwab Charles
Planned sale10b5-1 plan
Schwab Charles
SCHW
$806.1K
8,000 sh
$806.1K
Filed 07/02
Traded 07/02
Jonathan S. BeattyMD, Head of Advisor Services
SellSchwab Charles
Sell
Schwab Charles
SCHW
$193.5K
2,030 sh
$193.5K
Filed 03/03
Traded 02/27
Jonathan S. BeattyMD, Head of Advisor Services
Planned saleSchwab Charles
Planned sale
Schwab Charles
SCHW
$193.5K
2,030 sh
$193.5K
Filed 02/27
Traded 02/27
Jonathan S. BeattyMD, Head of Advisor Services
Sell10b5-1 planSchwab Charles
Sell10b5-1 plan
Schwab Charles
SCHW
$210K
2,000 sh
$210K
Filed 01/23
Traded 01/22