Jonathan S. Beatty

Companies

• Charles Schwab CorporationMD, Head of Advisor Services Jul 3, 2024 to now¹

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

• Charles Schwab Corporation SCHW43,197 shares²$4.0M at $91.47Aug 18, 2026

As of each latest filing. The line shows shares held over time.

Recent filings

• Aug 17, 2026Sold 1,000 shares at $111.33 of Charles Schwab Corporation²
• Jul 21, 2026Sold 2,000 shares at $104.21 of Charles Schwab Corporation³
• Jul 7, 2026Sold 2,000 shares at $102.01 of Charles Schwab Corporation⁴
• Jul 6, 2026Sold 2,000 shares at $100.01 of Charles Schwab Corporation⁵
• Jul 2, 2026Sold 2,000 shares at $97.03 of Charles Schwab Corporation⁵
• Jul 1, 2026Shares withheld for tax 1,036 shares at $92.73 of Charles Schwab Corporation⁵
• Feb 27, 2026Sold 2,030 shares at $95.30 of Charles Schwab Corporation⁶
• Jan 22, 2026Sold 2,000 shares at $105.00 of Charles Schwab Corporation⁷
• Jan 22, 2026Exercised options 2,000 shares at $46.39 of Charles Schwab Corporation⁷
• Dec 23, 2025Sold 2,000 shares at $102.01 of Charles Schwab Corporation⁸
• Dec 23, 2025Exercised options 2,000 shares at $46.39 of Charles Schwab Corporation⁸
• Nov 12, 2025Sold 3,072 shares at $98.00 of Charles Schwab Corporation⁹
• Nov 12, 2025Exercised options 3,072 shares at $46.39 of Charles Schwab Corporation⁹
• Aug 28, 2025Sold 6,144 shares at $96.81 of Charles Schwab Corporation¹⁰
• Aug 28, 2025Exercised options 6,144 shares at $46.39 of Charles Schwab Corporation¹⁰
• Aug 27, 2025Sold 3,296 shares at $97.18 of Charles Schwab Corporation¹⁰
• Jul 1, 2025Shares withheld for tax 1,035 shares at $90.74 of Charles Schwab Corporation¹¹
• May 30, 2025Sold 2,850 shares at $87.57 of Charles Schwab Corporation¹²
• May 8, 2025Sold 3,658 shares at $85.00 of Charles Schwab Corporation¹³
• May 8, 2025Exercised options 3,658 shares at $44.24 of Charles Schwab Corporation¹³
• Mar 1, 2025Shares withheld for tax 2,088 shares at $79.05 of Charles Schwab Corporation¹⁴
• Mar 1, 2025Exercised options 9,482 shares of Charles Schwab Corporation¹⁴
• Nov 25, 2024Sold 2,300 shares at $82.01 of Charles Schwab Corporation¹⁵
• Nov 25, 2024Exercised options 2,300 shares at $44.24 of Charles Schwab Corporation¹⁵
• Nov 14, 2024Sold 2,700 shares at $81.68 of Charles Schwab Corporation¹⁶