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 33,495 $3,590,998 $107.21 27 Feb 2026 Direct
Common Stock 19,738 $1,880,980 $95.30 27 Feb 2026 by Trust
Nonqualified Stock Option (right to buy) 24,509 02 Mar 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.