Jonathan S Beatty Schwab Charles Corp (SCHW) insider trading activity

SCHW Quotes by TradingView

Jonathan S Beatty is MD, Head of Advisor Services of SCHWAB CHARLES CORP. Currently has a direct ownership of 43,340 shares of SCHW, which is worth approximately $4.18 Million. The most recent transaction as insider was on Jul 01, 2025, when has been sold 1,035 shares (Common Stock) at a price of $90.74 per share, resulting in proceeds of $93,915. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 43.3K
2.33% 3M change
17.2% 12M change
Total Value Held $4.18 Million

Jonathan S Beatty Transaction History

Date Transaction Value Shares Traded Shares Held Form
Jul 01 2025
SELL
Payment of exercise price or tax liability
$93,915 $90.74 p/Share
1,035 Reduced 2.33%
43,340 Common Stock
May 08 2025
BUY
Exercise of conversion of derivative security
$161,829 $44.24 p/Share
3,658 Added 7.62%
44,375 Common Stock
Mar 01 2025
SELL
Payment of exercise price or tax liability
$165,056 $79.05 p/Share
2,088 Reduced 4.49%
44,375 Common Stock
Mar 01 2025
BUY
Exercise of conversion of derivative security
-
9,482 Added 16.95%
46,463 Common Stock
Nov 25 2024
BUY
Exercise of conversion of derivative security
$101,752 $44.24 p/Share
2,300 Added 5.86%
36,981 Common Stock
Nov 14 2024
BUY
Exercise of conversion of derivative security
$119,448 $44.24 p/Share
2,700 Added 6.8%
36,981 Common Stock
Nov 11 2024
BUY
Exercise of conversion of derivative security
$110,600 $44.24 p/Share
2,500 Added 6.33%
36,981 Common Stock
Jul 11 2024
BUY
Exercise of conversion of derivative security
$34,507 $44.24 p/Share
780 Added 2.07%
36,981 Common Stock
Jul 01 2024
BUY
Grant, award, or other acquisition
-
11,191 Added 23.23%
36,981 Common Stock
JSB

Jonathan S Beatty

MD, Head of Advisor Services
Westlake, TX

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