Jonathan S. Beatty, MD, Head of Advisor Services at SCHWAB CHARLES CORP (SCHW), sold 5,036 shares at $97.03 ($490K) on 2026-07-02, disclosed to the SEC on 2026-07-06.
Scheduled sale ($490k) by MD, Head of Advisor Services under a pre-arranged 10b5-1 plan. Pre-set trade — not a discretionary signal on the stock.
Negative factors outweigh the positive ones.
| # | Price | Shares | Value | % of Total |
|---|---|---|---|---|
| 1 | $92.72 | 1,036 | $96K | 19.6% |
| 2 | $97.03 | 2,000 | $194K | 39.6% |
| 3 | $100.01 | 2,000 | $200K | 40.8% |
| Total | $97.33 avg | 5,036 | $490K | 100% |
| Filing → |
| SCHW | SELL | 2026-07-08 | $204K | — | Filing → |
| SCHW | SELL | 2026-03-03 | $193K | — | Filing → |
| SCHW | SELL | 2026-01-23 | $420K | — | Filing → |