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

Jonathan S Beatty is MD, Head of Advisor Services of SCHWAB CHARLES CORP. Currently has a direct ownership of 44,375 shares of SCHW, which is worth approximately $3.48 Million. The most recent transaction as insider was on Mar 01, 2025, when has been sold 2,088 shares (Common Stock) at a price of $79.05 per share, resulting in proceeds of $165,056. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 44.4K

19.99% 3M change

n/a 12M change

Total Value Held $3.48 Million

Jonathan S Beatty Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
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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