BEATTY JONATHAN S

PrivateCIK: 2028977
Location

WESTLAKE, TX

Senior insider sale

MD, Head of Advisor Services at SCHWAB CHARLES CORP — senior position signals high conviction

$917.5K

9K shares

What this filing means

BEATTY JONATHAN S plans to sell 9K shares of SCHWAB CHARLES CORP valued at approximately $917.5K. Form 144 is a notice of intent to sell restricted or control securities — not a mandatory transaction. This filing provides advance warning of potential selling pressure.

InsiderBEATTY JONATHAN SCIK 2028977
IssuerSCHWAB CHARLES CORPCIK 316709
Officer· MD, Head of Advisor Services
Since Mar 2026
9K
Shares to sell
$917.5K
Approx. market value
1K
Acquired (3 months)
1
Planned
4 completed
Securities Acquired — Last 3 Months1
Sort

RSU / AWARD

NA

7/1/2025
1K
Total acquired1K
Planned & Completed Dispositions5
Sort

Completed

Completed

Units to sell

2K

Market value

$208.4K

7/21/2026
Completed

Units to sell

2K

Market value

$204.0K

7/7/2026
Completed

Units to sell

2K

Market value

$200.0K

7/6/2026
Completed

Units to sell

2K

Market value

$194.1K

7/2/2026

Planned — Approximate Date

NYSEPlanned

Units to sell

1K

Market value

$111.0K

8/17/2026
Total

Units

9K

Value

$917.5K