Jonathan S Beatty insider trades: Schwab Charles (SCHW) stock sales
Trades on the price chart
Daily close, with an arrow on each day they bought or sold
Companies
Where Jonathan reports to the SEC
Open-market buys and sales
14 trades reported on SEC Form 4, newest first
| Date | Stock | Type | Shares | Price | Value | Holding | Reported |
|---|---|---|---|---|---|---|---|
| Aug 17, 2026 | SCHW | ↓ Sell | 1,000 | $111.33 | $111K | by Trust | Aug 18, 2026 (1d) |
| Jul 21, 2026 | SCHW | ↓ Sell | 2,000 | $104.21 | $208K | by Trust | Jul 21, 2026 (0d) |
| Jul 7, 2026 | SCHW | ↓ Sell | 2,000 | $102.01 | $204K | by Trust | Jul 8, 2026 (1d) |
| Jul 6, 2026 | SCHW | ↓ Sell | 4,000 | $98.52 | $394K | by Trust | Jul 6, 2026 (0d) |
| Feb 27, 2026 | SCHW | ↓ Sell | 2,030 | $95.30 | $193K | by Trust | Mar 3, 2026 (4d) |
| Jan 22, 2026 | SCHW | ↓ Sell | 2,000 | $105.00 | $210K | by Trust | Jan 23, 2026 (1d) |
| Nov 12, 2025 | SCHW | ↓ Sell | 3,072 | $98.00 | $301K | by Trust | Nov 14, 2025 (2d) |
| Aug 28, 2025 | SCHW | ↓ Sell | 9,440 | $96.94 | $915K | by Trust | Aug 29, 2025 (1d) |
| May 30, 2025 | SCHW | ↓ Sell | 2,850 | $87.57 | $250K | by Trust | Jun 2, 2025 (3d) |
| May 8, 2025 | SCHW | ↓ Sell | 3,658 | $85.00 | $311K | by Trust | May 9, 2025 (1d) |
| Nov 25, 2024 | SCHW | ↓ Sell | 2,300 | $82.01 | $189K | by Trust | Nov 27, 2024 (2d) |
| Nov 14, 2024 | SCHW | ↓ Sell | 2,700 | $81.68 | $221K | by Trust | Nov 18, 2024 (4d) |
| Nov 11, 2024 | SCHW | ↓ Sell | 2,500 | $77.02 | $193K | by Trust | Nov 12, 2024 (1d) |
| Jul 11, 2024 | SCHW | ↓ Sell | 780 | $75.00 | $59K | by Trust | Jul 15, 2024 (4d) |
Each row is one filing's trades in one stock, summed. Shares and prices are as filed, before any later stock split.
Other SCHW insiders
Open-market trades in the last 12 months
About Jonathan S Beatty's insider trades
Jonathan S Beatty is MD, Head of Advisor Services at Schwab Charles (SCHW). Since Jul 11, 2024, Jonathan has reported no open-market purchases and 14 sales worth $3.8M on SEC Form 4. In the last 12 months: 7 sales ($1.6M).
Their filings also include option exercises (9 filings), shares withheld for taxes (3 filings), grants and awards (3 filings). These aren't open-market trades and aren't counted above.
How to read insider trades
Officers, directors and owners of more than 10% of a company must report trades in its stock on SEC Form 4, usually within two business days. Purchases with their own money are the stronger signal: insiders sell for many reasons (taxes, diversification, a house), but buy for one. See every SCHW insider trade, the latest insider trades across the market, or cluster buys, when several insiders buy the same stock within days.