Beatty Jonathan S, MD, Head of Advisor Services at SCHWAB CHARLES CORP, sold $194K of SCHW
This page documents an SEC Form 4 insider trading disclosure for $SCHW securities filed with the Securities and Exchange Commission. Section 16 of the Securities Exchange Act of 1934 mandates that corporate officers, directors, and beneficial owners of more than 10% of a company's registered equity securities must report their personal trades within two business days of execution. Insider transactions are closely monitored by market participants because insiders possess firsthand knowledge of company operations, financial condition, and near-term prospects. The transaction details below are drawn directly from the SEC EDGAR filing database and reflect the information as reported.
Transaction Details
| Insider | Beatty Jonathan S |
|---|---|
| Title | MD, Head of Advisor Services |
| Company | SCHWAB CHARLES CORP |
| Ticker | SCHW |
| Transaction Type | Sale |
| Transaction Date | 2026-07-02 |
| Shares Traded | 2,000 |
| Price Per Share | $97.0297 |
| Total Value | $194K |
| Filed Date | 2026-07-06 |
| Accession Number | 0002028977-26-000010 |
Ownership Context
| Shares Owned After Transaction | 17,738 |
|---|---|
| Ownership Type | Indirect |
SEC Filing
Accession: 0002028977-26-000010
Other Insider Trades — SCHW
| Insider | Title | Action | Value | Date |
|---|---|---|---|---|
| Schwab Charles R. | Co-Chairman, Director | sold | $5.0M | 2026-08-11 |
| Murtagh Nigel J | Chief Risk Officer | traded | $1.2M | 2026-08-10 |
| Murtagh Nigel J | Chief Risk Officer | sold | $2.7M | 2026-08-10 |
| SNEED PAULA A | Director | sold | $564K | 2026-08-07 |
| Schwab Charles R. | Co-Chairman, Director | traded | — | 2026-08-06 |
| Murtagh Nigel J | Chief Risk Officer | traded | $89K | 2026-08-06 |
| Murtagh Nigel J | Chief Risk Officer | sold | $207K | 2026-08-06 |
| Schwab-Pomerantz Carolyn | Director | sold | $2.0M | 2026-08-05 |
| Craig Jonathan M. | MD, Head of Retail Investing | traded | $1.0M | 2026-08-05 |
| Craig Jonathan M. | MD, Head of Retail Investing | sold | $2.3M | 2026-08-05 |
Other Trades by Beatty Jonathan S
| Ticker | Company | Action | Value | Date |
|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | sold | $208K | 2026-07-21 |
| SCHW | SCHWAB CHARLES CORP | sold | $204K | 2026-07-07 |
| SCHW | SCHWAB CHARLES CORP | sold | $200K | 2026-07-06 |
| SCHW | SCHWAB CHARLES CORP | traded | $96K | 2026-07-01 |
Full Ticker Profile
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Whisper Score — SCHW
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Data sourced from SEC Form 4 insider trading filings. Transaction details are as reported to the Securities and Exchange Commission. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of SEC filings.
Last updated: August 12, 2026 at 07:09 UTC