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Jonathan S Beatty, MD, Head of Advisor Services at Schwab Charles, sold SCHW on Aug 17, 2026

Data as of Oct 16

▼ SELL$111K1,000 shares at $111.33Jonathan S Beatty MD, Head of Advisor ServicesSCHW Schwab Charles Corp
Watch SCHW
Traded
Aug 17, 2026
Disclosed
Aug 18, 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

Jonathan S Beatty, MD, Head of Advisor Services at Schwab Charles, sold SCHW on Aug 17, 2026TRADEDDISCLOSED
SCHWSimilar stocks (XLF — its sector index fund), rebased to SCHW's price on the disclosure day
SCHW since disclosure
−17.7%
after the sale
Similar stocks (XLF) since disclosure
−4.0%
XLF — its sector index fund

Change in closing price from Aug 18, 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.

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