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 $4.17 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 $4.17 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

Track Institutional and Insider Activities on SCHW

Follow SCHWAB CHARLES CORP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHW shares.

Notify only if

Insider Trading

Get notified when an Schwab Charles Corp insider buys or sells SCHW shares.

Notify only if

News

Receive news related to SCHWAB CHARLES CORP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHW