Charles Schwab (SCHW) executive Beatty sold 2,000 shares for $208K at $104.21 under a 10b5-1 plan
Insider transactions reported
Jonathan S Beatty (MD, Head of Advisor Services at Charles Schwab Corporation, SCHW) reported that they sold 2,000 shares for $208K at $104.21 on Jul 21, 2026. After these transactions the filing shows 11,738 shares held indirectly (by Trust).
- Reporting person
- Beatty Jonathan S
- Role
- MD, Head of Advisor Services
| Date | Type | Security | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| Jul 21, 2026 | Open-market sale (S) | Common Stock1, 2 | -2,000 | $104.21 | $208K | 11,738 indirect |
Holdings before and after
- Common Stock: 13,738 to 11,738 indirect, by Trust
Other positions listed
- Common Stock: 32,459 direct
Footnotes from the filing
- 1. These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2026.
- 2. This transaction was executed in multiple trades at prices ranging from $104.12 to $104.405. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Transaction codes in this filing
- Open-market sale:
- Code S marks a sale in the open market or a private deal. The insider received cash for these securities.
FAQ
What did Beatty report in this SCHW Form 4?
Jonathan S Beatty (MD, Head of Advisor Services at Charles Schwab Corporation, SCHW) reported that they sold 2,000 shares for $208K at $104.21 on Jul 21, 2026. After these transactions the filing shows 11,738 shares held indirectly (by Trust).
How many SCHW shares does Beatty hold after this filing?
The filing shows 11,738 shares held indirectly (by Trust) after the reported transactions. Form 4 reports only the positions it lists, so this may not be every holding.
Was this SCHW insider sale made under a 10b5-1 plan?
The filing's footnotes mention a Rule 10b5-1 trading plan. Such a plan sets the terms of future trades in advance.
What does transaction code S mean on an SEC Form 4?
Code S marks a sale in the open market or a private deal. The insider received cash for these securities.
Historical context for SCHW
Across the 27 sessions after earlier SCHW headlines, the stock closed higher 11 times and lower 16 times, with a median move of 1.0% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | SCHW | SPY |
|---|---|---|---|
| Jul 21, 2026 | Schwab Reports Record Quarterly Revenue and Earnings | -2.5% | +0.8% |
| Jul 20, 2026 | Charles Schwab downgraded by BMO Capital Markets with a new price target | +1.0% | -0.2% |
| Jul 6, 2026 | Schwab Trading Activity Index™: STAX Score Reaches a Four-Year High in June | +3.7% | +0.9% |
| Jun 25, 2026 | Charles Schwab Discloses Results of the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review | -2.1% | +0.1% |
| Jun 24, 2026 | Schwab Announces Its Summer Business Update | -1.9% | -0.0% |
| Jun 18, 2026 | Schwab Center for Financial Research Releases 2026 Mid-Year Market Outlook | -3.0% | +0.8% |
Earlier insider filings at SCHW
- Jul 10, 2026MD, Head of Retail Investing Craig Jonathan M. exercised 21,750 shares at a strike of $46.81 and sold $2,218,722 worth of shares (21,750 units at $102.01) as part of a pre-agreed trading plan (SEC Form 4)
- Jul 8, 2026MD, Head of Advisor Services Beatty Jonathan S sold $204,018 worth of shares (2,000 units at $102.01) as part of a pre-agreed trading plan (SEC Form 4)
- Jul 6, 2026SEC Form 4 filed by Director Ellis Stephen A
- Jul 6, 2026SEC Form 4 filed by Director Herringer Frank C
- Jul 6, 2026SEC Form 4 filed by Director Ruffel Charles A.
- Market cap
- 30-day
- Sector
- Finance
- Industry
- Investment Bankers/Brokers/Service
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