Jonathan S. Beatty, MD, Head of Advisor Services at SCHWAB CHARLES CORP (SCHW), sold 5,400 shares at $81.68 ($441K) on 2024-11-14, disclosed to the SEC on 2024-11-18.
Scheduled sale ($441k) by MD, Head of Advisor Services under a pre-arranged 10b5-1 plan. Pre-set trade — not a discretionary signal on the stock.
Nothing distinguishes this filing.
| # | Price | Shares | Value | % of Total |
|---|---|---|---|---|
| 1 | $81.68 | 2,700 | $221K | 50.0% |
| 2 | $81.68 | 2,700 | $221K | 50.0% |
| Total | $81.68 avg | 5,400 | $441K | 100% |
| Filing → |
| SCHW | SELL | 2026-07-08 | $204K | — | Filing → |
| SCHW | SELL | 2026-07-06 | $394K | — | Filing → |
| SCHW | SELL | 2026-03-03 | $193K | — | Filing → |