Charles Schwab MD Jonathan Beatty reports disposal of 4,000 common shares worth $394,074.20

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Charles Schwab Corp

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  • Charles Schwab MD, Head of Advisor Services Jonathan S. Beatty disclosed sales of 4,000 common shares at weighted average prices of $97.03, $100.01.
  • Beatty also reported 1,036 shares withheld at $92.73 in connection with restricted stock unit settlement.
  • Trust-held position fell to 15,738 shares following the reported sales.
  • Beatty’s directly held position stood at 32,459 shares following the tax-withholding transaction.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. The Charles Schwab Corporation published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0002028977-26-000010), on July 06, 2026, and is solely responsible for the information contained therein.