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SCHW Sale Disclosure
Beatty Jonathan S · SEC Form 4 · Filed Jul 6, 2026
Sale
Calculated transaction value
$194.06K
Beatty Jonathan S Md, Head Of Advisor Services
SCHW
Transaction date
Jul 2, 2026
Public filing date
Jul 6, 2026
Filing lag
Filed 4 days later
SCHW daily price context
Close on/before transaction
$97
Jul 2, 2026
First close after public filing
$101.93
Jul 7, 2026
30-day return after filing
+5.97%
Through Aug 5, 2026
Source details
- Reported owner
- Not disclosed
- Source asset code
- Security
- Security
- Common Stock
- Quantity / price
- 2,000 shares @ $97.03
- SEC ownership
- Indirect
- Transaction code
- S
- Form
- 4
- Filing identifier
- 0002028977-26-000010
Filing cohort
Transactions in this filing
Showing 3 of 3
Trades
3
Issuers
1
Estimated value
$490.14K
Buys / sales
0 / 2
| Issuer | Transaction | Traded | Value |
|---|---|---|---|
| Schwab Charles Corp SCHW | Sale | Jul 6, 2026 | $200.01K |
| Schwab Charles Corp SCHW Current | Sale | Jul 2, 2026 | $194.06K |
| Schwab Charles Corp SCHW | Disposition | Jul 1, 2026 | $96.06K |