Jonathan S. Beatty is MD & Head of Advisor Services at SCHWAB CHARLES CORP (SCHW). They have made 4 open-market trades across 1 company since 2024, most recently 2026-08-17.
CIK 0002028977
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
0 open-market purchases, against 4 sales. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| SCHW | 10,738 | $1.0M |
Shares reported on the most recent Form 4, priced at the 2026-08-18 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| SCHW | SELL | 2026-08-17 | 2026-08-18 | $111.33 | $111K | -1.0% | -5.9% | — |
| SCHW | SELL · 10b5-1 | 2026-07-21 | 2026-07-21 | $104.21 | $208K | +5.2% | +9.8% | -10.4% |
| SCHW | SELL · 10b5-1 | 2026-07-07 | 2026-07-08 | $102.01 | $204K | +1.2% | +6.1% | -4.5% |
| SCHW | SELL · 10b5-1 | 2026-07-02 | 2026-07-06 | $98.52 | $394K | +1.6% | +6.7% | -3.2% |
| SCHW | SELL | 2026-02-27 | 2026-03-03 | $95.30 | $193K | -3.3% | -2.5% | -7.8% |
| SCHW | SELL | 2026-01-22 | 2026-01-23 | $105.00 | $210K | +1.3% | -9.5% | -13.3% |
| SCHW | SELL · 10b5-1 | 2025-12-23 | 2025-12-29 | $102.01 | $204K | -1.4% | +1.9% | -8.4% |
| SCHW | SELL · 10b5-1 | 2025-11-12 | 2025-11-14 | $98.00 | $301K | -2.9% | +0.8% | +0.5% |
| SCHW | SELL · 10b5-1 | 2025-08-27 | 2025-08-29 | $96.94 | $1.8M | -1.5% | +1.6% | -2.7% |
| SCHW | SELL | 2025-05-30 | 2025-06-02 | $87.57 | $499K | +0.6% | +3.8% | +9.3% |
| SCHW | SELL · 10b5-1 | 2025-05-08 | 2025-05-09 | $85.00 | $311K | +0.7% | +1.4% | +10.3% |
| SCHW | SELL · 10b5-1 | 2024-11-25 | 2024-11-27 | $82.01 | $189K | -0.7% | -9.8% | -4.7% |
| SCHW | SELL · 10b5-1 | 2024-11-14 | 2024-11-18 | $81.68 | $441K | +3.0% | -8.0% | +1.4% |
| SCHW | SELL · 10b5-1 | 2024-11-11 | 2024-11-12 | $77.02 | $193K | +4.5% | +6.6% | +4.4% |
| SCHW | SELL · 10b5-1 | 2024-07-11 | 2024-07-15 | $75.00 | $59K | -5.7% | -6.9% | -3.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.