Home
Screener
Insiders
Rankings
Sign in
Create account
Insiders
· Profile
Beatty Jonathan S
MD, Head of Advisor Services at Charles Schwab. Filing since 11 Jul 2024.
CIK 0002028977
Company
Date
Role
Action
Shares
Amount
Of holding
SCHW
Charles Schwab Corporation
17 Aug 2026
MD, Head of Advisor Services
Sold at will
1,000
$111.33K
8.5%
SCHW
Charles Schwab Corporation
21 Jul 2026
MD, Head of Advisor Services
Sold on a plan
2,000
$208.41K
14.6%
SCHW
Charles Schwab Corporation
7 Jul 2026
MD, Head of Advisor Services
Sold on a plan
2,000
$204.02K
12.7%
SCHW
Charles Schwab Corporation
6 Jul 2026
MD, Head of Advisor Services
Sold on a plan
2,000
$200.01K
11.3%
SCHW
Charles Schwab Corporation
2 Jul 2026
MD, Head of Advisor Services
Sold on a plan
2,000
$194.06K
10.1%
SCHW
Charles Schwab Corporation
27 Feb 2026
MD, Head of Advisor Services
Sold at will
2,030
$193.45K
9.3%
SCHW
Charles Schwab Corporation
22 Jan 2026
MD, Head of Advisor Services
Sold on a plan
2,000
$210.00K
8.4%
SCHW
Charles Schwab Corporation
23 Dec 2025
MD, Head of Advisor Services
Sold on a plan
2,000
$204.02K
14.4%
SCHW
Charles Schwab Corporation
12 Nov 2025
MD, Head of Advisor Services
Sold on a plan
3,072
$301.06K
20.5%
SCHW
Charles Schwab Corporation
28 Aug 2025
MD, Head of Advisor Services
Sold on a plan
6,144
$594.81K
34.0%
SCHW
Charles Schwab Corporation
27 Aug 2025
MD, Head of Advisor Services
Sold on a plan
3,296
$320.31K
21.7%
SCHW
Charles Schwab Corporation
30 May 2025
MD, Head of Advisor Services
Sold at will
2,850
$249.57K
15.8%
SCHW
Charles Schwab Corporation
8 May 2025
MD, Head of Advisor Services
Sold on a plan
3,658
$310.93K
16.8%
SCHW
Charles Schwab Corporation
25 Nov 2024
MD, Head of Advisor Services
Sold on a plan
2,300
$188.62K
11.3%
SCHW
Charles Schwab Corporation
14 Nov 2024
MD, Head of Advisor Services
Sold on a plan
2,700
$220.55K
13.0%
SCHW
Charles Schwab Corporation
11 Nov 2024
MD, Head of Advisor Services
Sold on a plan
2,500
$192.54K
12.2%
SCHW
Charles Schwab Corporation
11 Jul 2024
MD, Head of Advisor Services
Sold on a plan
780
$58.50K
4.1%
17 decisions on file.
