Jonathan S Beatty, MD, Head of Advisor Services at Schwab Charles, sold SCHW on Jul 7, 2026
Data as of Oct 16
▼ SELL$204K2,000 shares at $102.01Jonathan S Beatty MD, Head of Advisor ServicesSCHW Schwab Charles Corp
- Traded
- Jul 7, 2026
- Disclosed
- Jul 8, 2026
- Filed
- 1 day after the trade
Form 4s are due within two business days.
Official filing (SEC Form 4) ↗
The price around the disclosure
SCHW since disclosure
−9.6%
after the sale
Similar stocks (XLF) since disclosure
+1.0%
XLF — its sector index fund
Change in closing price from Jul 8, 2026 (the first trading day on or after disclosure) to Oct 16, 2026. Dividends excluded. Not a return anyone earned.
Our take
None of our tested rules fired on this trade.