▼ SELL
$ Value
$193K
Shares
2,030
Price
$95
Filed
Mar 3
Insider
Name
Beatty Jonathan S
Title
MD, Head of Advisor Services
CIK
0002028977
Roles
Officer
Transaction Details
Transaction Date
2026-02-27
Code
S
Table
Non-Derivative
Ownership
Indirect
Equity Swap
No
Shares After
19,738
Footnotes
This transaction was executed in multiple trades at prices ranging from $95.20 to $95.36. 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.
Filing Info
Beatty Jonathan S's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-03-02 | SCHW | A | $0 |
| 2026-02-27 | SCHW | ▼ | $193K |
| 2026-01-22 | SCHW | M | $93K |
| 2026-01-22 | SCHW | ▼ | $210K |
| 2026-01-22 | SCHW | M | $0 |
| 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 |
Other Insiders at SCHW (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
|
Schwab Charles R.
Co-Chairman
|
— | $70.3M | 2026-03-02 |
| HERRINGER FRANK C | — | — | 2026-04-01 |
| DODDS CHRISTOPHER V | — | $1.2M | 2026-02-06 |
|
Bettinger Walter W
Co-Chairman
|
— | $33.8M | 2026-03-02 |
| Ellis Stephen A | — | $1.0M | 2026-04-01 |
|
Murtagh Nigel J
Chief Risk Officer
|
— | $4.8M | 2026-04-14 |
|
Craig Jonathan M.
MD, Head of Investor Services
|
— | $1.4M | 2026-03-03 |
|
Craig Jonathan M.
MD, Head of Retail Investing
|
— | $2.2M | 2026-04-14 |
| Ruffel Charles A. | — | — | 2026-04-01 |
|
Morgan Peter J. III
General Counsel
|
— | $793K | 2026-03-02 |
| Brown Marianne Catherine | — | — | 2026-04-01 |
|
Howard Dennis
MD, Chief Tech, OPS & Data Off
|
— | $3.6M | 2026-03-03 |
|
Wurster Richard A
President & CEO
|
— | — | 2026-03-02 |
| Schwab-Pomerantz Carolyn | — | $4.5M | 2026-01-22 |
|
Beatty Jonathan S
MD, Head of Advisor Services
|
— | — | 2026-03-02 |
|
Woolway Paul V
MD, Chief Banking Officer
|
— | $3.7M | 2026-04-15 |
|
Verdeschi Michael D
CFO
|
— | — | 2026-03-02 |