BEATTY JONATHAN S (MD, Head of Advisor Services) sold 8.5% of their position (1K shares) of SCHWAB CHARLES CORP on the open market
Open‑market sale worth $111.3K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 8/18/2026ACC: 0002028977-26-000017
Officer· MD, Head of Advisor Services
Since Mar 2026
-1K
Net shares
Net seller
$111.3K
Total sold
1
Open market trades
0B · 1S
1
Total transactions
1K disposed
Non-Derivative Transactions1
Common Stock
Indirect
Shares
−1K
Price / share
$111.33
Trade value
$111.33K
% of position
8.5%
8/17/2026
11.74K→10.74K
Total
Net shares
−1K
Net value
-$111.33K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Indirect | 8/17/2026 | S · Sale | −1K | $111.33 | $111.33K | 8.5% | 11.74K | 10.74K |
| Total | −1K | -$111.33K | ||||||
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