BEATTY JONATHAN S (MD, Head of Advisor Services) sold 9.3% of their position (2.03K shares) of SCHWAB CHARLES CORP on the open market
Open‑market sale worth $193.5K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 3/3/2026ACC: 0002028977-26-000005
Officer· MD, Head of Advisor Services
Since Mar 2026
-2.03K
Net shares
Net seller
$193.5K
Total sold
1
Open market trades
0B · 1S
1
Total transactions
2.03K disposed
Non-Derivative Transactions1
Common Stock
Indirect
Shares
−2.03K
Price / share
$95.30
Trade value
$193.45K
% of position
9.3%
2/27/2026
21.77K→19.74K
Total
Net shares
−2.03K
Net value
-$193.45K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Indirect | 2/27/2026 | S · Sale | −2.03K | $95.30 | $193.45K | 9.3% | 21.77K | 19.74K |
| Total | −2.03K | -$193.45K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)1
Common Stock
DirectShares owned33.49K
Total
33.49K direct33.49K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 33.49K | Direct |
| Total | 33.49K | 33.49K direct |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported