Ownership

Jonathan S. Beatty - Insider Trading & Ownership

Entity: Individual
Location: 3000 Schwab Way, Westlake, TX
Summary: The estimated net worth of Jonathan S. Beatty is at least $4.94M dollars as of March 4, 2025. Jonathan S. Beatty is the MD, Head of Advisor Services of SCHWAB CHARLES CORP and owns shares of SCHWAB CHARLES CORP (SCHW) stock worth about $4.94M.
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Ownership of Jonathan S. Beatty

Symbol	Company	Relationship	Holdings Value	Past Year Net Change	Change %	Report Period
SCHW, SCHW-PD	SCHWAB CHARLES CORP	MD, Head of Advisor Services	$4.94M	-$660K	-11.8%	Mar 1, 2025

Insider Transactions Reported by Jonathan S. Beatty:

Sym	Company	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.