Jonathan S. Beatty, MD, Head of Advisor Services: Schwab Charles SCHW Planned sale · Filed 25/08/27

Trade details

Type: Planned sale notice
Stock: Schwab Charles SCHW
Person: Jonathan S. BeattyMD, Head of Advisor Services
Planned sale date: 25/08/27
Filed: 25/08/27

More to sell after $249.6K in 3 months

Schwab Charles trades, last 26 weeks

What else happened in Schwab Charles around then

Filed or reported within 30 days of the trade day · 25/07/28~25/09/26

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

Jonathan S. Beatty, Adviser — plans to sell 3,296 sh of Schwab Charles SCHW · $320.3K · around 08/27 | Whalegun