Jonathan S Beatty, MD, Head of Advisor Services at Schwab Charles, sold SCHW on Jul 2, 2026
Data as of Oct 16
▼ SELL$194K2,000 shares at $97.03Jonathan S Beatty MD, Head of Advisor ServicesSCHW Schwab Charles Corp
- Traded
- Jul 2, 2026
- Disclosed
- Jul 6, 2026
- Filed
- 4 days after the trade
Form 4s are due within two business days.
Official filing (SEC Form 4) ↗
The price around the disclosure
SCHW since disclosure
−8.6%
after the sale
Similar stocks (XLF) since disclosure
−1.1%
XLF — its sector index fund
Change in closing price from Jul 6, 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.
Other trades in the same filing
- ▼ SELLJonathan S Beatty MD, Head of Advisor ServicesSCHW Schwab Charles Corp$200Kdisclosed Jul 6 · filed the same day