Insider · CIK 0002028977
Jonathan S Beatty
officer
Files at SCHW (SCHWAB CHARLES CORP). First filing Nov 12, 2024, latest Aug 29, 2025.
Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 6
$0 bought, $2.1M sold
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
SCHW: SCHWAB CHARLES CORP
SCHWOct 9, 2026 · close 96.70
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 24Weak | SCHWAB CHARLES CORP | $915k 9,440 shares | -62% | +59% from low-2% from high | |
| 48Moderate | SCHWAB CHARLES CORP | $250k 2,850 shares | -16% | +45% from low-1% from high | |
| 14Weak | SCHWAB CHARLES CORP | $311k 3,658 shares | -17% | +38% from low0% from high | |
| 12Weak | SCHWAB CHARLES CORP | $189k 2,300 shares | -11% | - | |
| 12Weak | SCHWAB CHARLES CORP | $221k 2,700 shares | -13% | - | |
| 12Weak | SCHWAB CHARLES CORP | $193k 2,500 shares | -12% | - |
Transactions
Every row this insider has filed, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Aug 27, 2025 | SCHW SCHWAB CHARLES CORP | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -3,296 | $97.18 | $320k | 11,923 | Aug 29, 2025 |
| Aug 28, 2025 | SCHW SCHWAB CHARLES CORP | MOption exercise Common Stock10b5-1 | +6,144 | $46.39 | $285k | 43,340 | Aug 29, 2025 |
| Aug 28, 2025 | SCHW SCHWAB CHARLES CORP | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -6,144 | $96.81 | $595k | 11,923 | Aug 29, 2025 |
| Aug 28, 2025 | SCHW SCHWAB CHARLES CORP | MOption exercise Nonqualified Stock Option (right to buy)derivative10b5-1 | -6,144 | $0.00 | $0 | 7,072 | Aug 29, 2025 |
| Jul 1, 2025 | SCHW SCHWAB CHARLES CORP | FTax withholding Common Stock | -1,035 | $90.74 | $94k | 43,340 | Jul 2, 2025 |
| May 30, 2025 | SCHW SCHWAB CHARLES CORP | SOpen-market sale Common Stockindirect: by Trust | -2,850 | $87.57 | $250k | 15,219 | Jun 2, 2025 |
| May 8, 2025 | SCHW SCHWAB CHARLES CORP | MOption exercise Common Stock10b5-1 | +3,658 | $44.24 | $162k | 44,375 | May 9, 2025 |
| May 8, 2025 | SCHW SCHWAB CHARLES CORP | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -3,658 | $85.00 | $311k | 18,069 | May 9, 2025 |
| May 8, 2025 | SCHW SCHWAB CHARLES CORP | MOption exercise Nonqualified Stock Option (right to buy)derivative10b5-1 | -3,658 | $0.00 | $0 | 0 | May 9, 2025 |
| Mar 1, 2025 | SCHW SCHWAB CHARLES CORP | MOption exercise Common Stock | +9,482 | $0.00 | $0 | 46,463 | Mar 4, 2025 |
| Mar 1, 2025 | SCHW SCHWAB CHARLES CORP | FTax withholding Common Stock | -2,088 | $79.05 | $165k | 44,375 | Mar 4, 2025 |
| Mar 3, 2025 | SCHW SCHWAB CHARLES CORP | AGrant or award Nonqualified Stock Option (right to buy)derivative | +30,096 | $0.00 | $0 | 30,096 | Mar 4, 2025 |
| Nov 25, 2024 | SCHW SCHWAB CHARLES CORP | MOption exercise Common Stock10b5-1 | +2,300 | $44.24 | $102k | 36,981 | Nov 27, 2024 |
| Nov 25, 2024 | SCHW SCHWAB CHARLES CORP | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -2,300 | $82.01 | $189k | 18,069 | Nov 27, 2024 |
| Nov 25, 2024 | SCHW SCHWAB CHARLES CORP | MOption exercise Nonqualified Stock Option (right to buy)derivative10b5-1 | -2,300 | $0.00 | $0 | 3,658 | Nov 27, 2024 |
| Nov 14, 2024 | SCHW SCHWAB CHARLES CORP | MOption exercise Common Stock10b5-1 | +2,700 | $44.24 | $119k | 36,981 | Nov 18, 2024 |
| Nov 14, 2024 | SCHW SCHWAB CHARLES CORP | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -2,700 | $81.68 | $221k | 18,069 | Nov 18, 2024 |
| Nov 14, 2024 | SCHW SCHWAB CHARLES CORP | MOption exercise Nonqualified Stock Option (right to buy)derivative10b5-1 | -2,700 | $0.00 | $0 | 5,958 | Nov 18, 2024 |
| Nov 11, 2024 | SCHW SCHWAB CHARLES CORP | MOption exercise Common Stock10b5-1 | +2,500 | $44.24 | $111k | 36,981 | Nov 12, 2024 |
| Nov 11, 2024 | SCHW SCHWAB CHARLES CORP | SOpen-market sale Common Stockindirect: by Trust10b5-1 | -2,500 | $77.02 | $193k | 18,069 | Nov 12, 2024 |
| Nov 11, 2024 | SCHW SCHWAB CHARLES CORP | MOption exercise Nonqualified Stock Option (right to buy)derivative10b5-1 | -2,500 | $0.00 | $0 | 8,658 | Nov 12, 2024 |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.