Charles Schwab Corporation (the) · NYSE:SCHW
Beatty Jonathan S sold 4,000 Charles Schwab Corporation (the) shares (Form 4)
Traded Jul 1 to Jul 6, 2026 · Filed Jul 6, 2026
From Jul 1 to Jul 6, 2026, Beatty Jonathan S (MD, Head of Advisor Services) sold 4,000 Charles Schwab Corporation (the) shares at an average US$98.52 for US$394K under a trading plan, leaving 15,738 shares. Filed Jul 6, 2026 (Form 4).
- Sold
- 4,000 shares
- Price
- US$98.52 average (US$97.03 to US$100.01)
- Value
- US$394K
- Holding after
- 15,738 shares (held indirectly)
- Trading plan
- Yes (Made under a plan set in advance)
- Role
- MD, Head of Advisor Services
The filing in full
| Date | Security | Transaction | Shares | Price | Holding after | Ownership |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | Common Stock | Shares withheld for tax | 1,036 | US$92.73 | 32,459 | Direct |
| Jul 2, 2026 | Common Stock | Sale | 2,000 | US$97.03 | 17,738 | Indirect |
| Jul 6, 2026 | Common Stock | Sale | 2,000 | US$100.01 | 15,738 | Indirect |
Source
Related
- Charles Schwab Corporation (the)
- Beatty Jonathan S
- Charles Schwab Corporation (the) shareholders
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