BEATTY JONATHAN S (MD, Head of Advisor Services) sold 20.3% of their position (4K shares) of SCHWAB CHARLES CORP on the open market
Open‑market sale worth $394.1K — a significant reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 2 sales
Filed: 7/6/2026ACC: 0002028977-26-000010
Officer· MD, Head of Advisor Services
Since Mar 2026
-5.04K
Net shares
Net seller
$490.1K
Total sold
2
Open market trades
0B · 2S
3
Total transactions
5.04K disposed
Non-Derivative Transactions3
Common Stock
Direct
Shares
−1.04K
Price / share
$92.72
Trade value
$96.06K
% of position
3.1%
7/1/2026
33.49K→32.46K
Common Stock
Indirect
Shares
−2K
Price / share
$97.03
Trade value
$194.06K
% of position
10.1%
7/2/2026
19.74K→17.74K
Common Stock
Indirect
Shares
−2K
Price / share
$100.01
Trade value
$200.01K
% of position
11.3%
7/6/2026
17.74K→15.74K
Total
Net shares
−5.04K
Net value
-$490.14K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 7/1/2026 | F · Tax Withholding | −1.04K | $92.72 | $96.06K | 3.1% | 33.49K | 32.46K |
| Common Stock Indirect | 7/2/2026 | S · Sale | −2K | $97.03 | $194.06K | 10.1% | 19.74K | 17.74K |
| Common Stock Indirect | 7/6/2026 | S · Sale | −2K | $100.01 | $200.01K | 11.3% | 17.74K | 15.74K |
| Total | −5.04K | -$490.14K | ||||||
Derivative Transactions0
No derivative transactions reported