Jonathan S. Beatty - MD, Head of Advisor Services at SCHWAB CHARLES CORP

Insider Transactions and Holdings

Entity Type
Individual
Role
MD, Head of Advisor Services
Issuer Symbol
SCHW, SCHW-PD, SCHW-PJ on NYSE
All Insider Reports
All Insider Reports

Jonathan S. Beatty - trading volume in the past year for SCHWAB CHARLES CORP

Holdings reported by Jonathan S. Beatty for SCHWAB CHARLES CORP

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Common Stock 21,768 $2,285,677 $105.00 22 Jan 2026 by Trust
Common Stock 33,495 $1,553,833 $46.39 22 Jan 2026 Direct
Nonqualified Stock Option (right to buy) 0 22 Jan 2026 Direct Common Stock

Transactions reported by Jonathan S. Beatty for SCHWAB CHARLES CORP

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.