BEATTY JONATHAN S (MD, Head of Advisor Services) sold 12.7% of their position (2K shares) of SCHWAB CHARLES CORP on the open market
Open‑market sale worth $204.0K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 7/8/2026ACC: 0002028977-26-000013
Officer· MD, Head of Advisor Services
Since Mar 2026
-2K
Net shares
Net seller
$204.0K
Total sold
1
Open market trades
0B · 1S
1
Total transactions
2K disposed
Non-Derivative Transactions1
Common Stock
Indirect
Shares
−2K
Price / share
$102.01
Trade value
$204.02K
% of position
12.7%
7/7/2026
15.74K→13.74K
Total
Net shares
−2K
Net value
-$204.02K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Indirect | 7/7/2026 | S · Sale | −2K | $102.01 | $204.02K | 12.7% | 15.74K | 13.74K |
| Total | −2K | -$204.02K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)1
Common Stock
DirectShares owned32.46K
Total
32.46K direct32.46K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 32.46K | Direct |
| Total | 32.46K | 32.46K direct |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported