Jonathan S Beatty sold $250k of SCHW
MD, Head of Advisor Services at SCHWAB CHARLES CORP. 2,850 shares at an average of $87.57, traded May 30, 2025, filed Jun 2, 2025.
Score components
- +15RoleOfficer
- +13Trade size$250k at market
- +5Share of holdings soldSold 16% of holdings
- +15Cluster10 insiders selling within 14 days
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0002028977-25-000007, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| May 30, 2025 | SOpen-market sale Common Stockindirect: by Trust | -2,850 | $87.57 | $250k | 15,219 | Jun 2, 2025 |
Related signals
Other insiders at SCHWAB CHARLES CORP and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 8Weak | SCHWAB CHARLES CORP | Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | $489k 5,000 shares | -46% | |
| 5Weak | SCHWAB CHARLES CORP | Neesha Hathi MD, Head Wealth Adv, Bnk, Tst | $346k 3,177 shares | -36% | |
| 55Moderate | SCHWAB CHARLES CORP | Jonathan M. Craig MD, Head of Investor Services | $1.4M 14,481 shares | -100% | |
| 44Moderate | SCHWAB CHARLES CORP | Dennis Howard MD, Chief Tech, OPS & Data Off | $956k 10,108 shares | -49% | |
| 36Weak | SCHWAB CHARLES CORP | Nigel J Murtagh Chief Risk Officer | $681k 7,203 shares | -11% | |
| 42Moderate | SCHWAB CHARLES CORP | Jonathan S Beatty MD, Head of Advisor Services | $193k 2,030 shares | -9% | |
| 60Notable | SCHWAB CHARLES CORP | Stephen A Ellis director | $1.0M 10,725 shares | -11% | |
| 30Weak | SCHWAB CHARLES CORP | Paul Woolway V MD, Chief Banking Officer | $2.1M 22,010 shares | -42% | |
| 40Moderate | SCHWAB CHARLES CORP | Dennis Howard MD, Chief Tech, OPS & Data Off | $2.7M 27,903 shares | -73% | |
| 60Notable | SCHWAB CHARLES CORP | Charles R. Schwab Co-Chairman | $17M 158,613 shares | -1% |
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.