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  • Insider Ownership

Insider Trading & Ownership of Jonathan S. Beatty

Location
Westlake, TX
Summary
The estimated net worth of Jonathan S. Beatty is at least $3,226,816 dollars as of 29 Dec 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 $3.23M.
Signature
/s/ P. Blake Allen, Attorney-in-fact
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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 $3,226,816 -$1,980,694 -38% 23 Dec 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.