$ Value
$320K
Shares
3,296
Price
$97
Filed
Aug 29
Insider
Name
Beatty Jonathan S
Title
MD, Head of Advisor Services
CIK
0002028977
Roles
Transaction Details
Transaction Date
2025-08-27
Code
S
Table
Non-Derivative
Ownership
Indirect
Equity Swap
No
Shares After
11,923
Footnotes
Reflects the contribution of 6,144 shares received upon exercise of the option to a trust. | The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2024. | This transaction was executed in multiple trades at prices ranging from $96.55 to $97.05. 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 effected. | The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.
Filing Info
Beatty Jonathan S's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2025-12-23 | SCHW | M | $93K |
| 2025-12-23 | SCHW | ▼ | $204K |
| 2025-12-23 | SCHW | M | $0 |
| 2025-11-12 | SCHW | M | $143K |
| 2025-11-12 | SCHW | ▼ | $301K |
| 2025-11-12 | SCHW | M | $0 |
| 2025-08-28 | SCHW | M | $285K |
| 2025-08-28 | SCHW | ▼ | $595K |
| 2025-08-28 | SCHW | M | $0 |
| 2025-08-27 | SCHW | ▼ | $320K |
Other Insiders at SCHW (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| HERRINGER FRANK C | — | — | 2026-04-01 |
| Ellis Stephen A | — | — | 2026-04-01 |
|
Murtagh Nigel J
Chief Risk Officer
|
— | $4.1M | 2026-04-14 |
|
Craig Jonathan M.
MD, Head of Retail Investing
|
— | $2.2M | 2026-04-14 |
| Ruffel Charles A. | — | — | 2026-04-01 |
| Brown Marianne Catherine | — | — | 2026-04-01 |
|
Woolway Paul V
MD, Chief Banking Officer
|
— | $1.6M | 2026-04-15 |