Jonathan S. Beatty, MD, Head of Advisor Services at SCHWAB CHARLES CORP (SCHW), sold 18,880 shares at $96.81 ($1.8M) on 2025-08-28, disclosed to the SEC on 2025-08-29.
Scheduled sale ($1.8M) 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 | $97.18 | 3,296 | $320K | 17.5% |
| 2 | $97.18 | 3,296 | $320K | 17.5% |
| 3 | $96.81 | 6,144 | $595K | 32.5% |
| 4 | $96.81 | 6,144 | $595K | 32.5% |
| Total | $96.94 avg | 18,880 | $1.8M | 100% |
| Filing → |
| SCHW | SELL | 2026-07-08 | $204K | — | Filing → |
| SCHW | SELL | 2026-07-06 | $394K | — | Filing → |
| SCHW | SELL | 2026-03-03 | $193K | — | Filing → |