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SCHW Sale Disclosure
Beatty Jonathan S · SEC Form 4 · Filed Jul 8, 2026
Sale
Calculated transaction value
$204.02K
Beatty Jonathan S Md, Head Of Advisor Services
SCHW
Transaction date
Jul 7, 2026
Public filing date
Jul 8, 2026
Filing lag
Filed 1 day later
SCHW daily price context
Close on/before transaction
$101.93
Jul 7, 2026
First close after public filing
$101.91
Jul 9, 2026
30-day return after filing
+5.58%
Through Aug 7, 2026
Source details
- Reported owner
- Not disclosed
- Source asset code
- Security
- Security
- Common Stock
- Quantity / price
- 2,000 shares @ $102.01
- SEC ownership
- Indirect
- Transaction code
- S
- Form
- 4
- Filing identifier
- 0002028977-26-000013
Filing cohort
Transactions in this filing
Showing 1 of 1
Trades
1
Issuers
1
Estimated value
$204.02K
Buys / sales
0 / 1
| Issuer | Transaction | Traded | Value |
|---|---|---|---|
| Schwab Charles Corp SCHW Current | Sale | Jul 7, 2026 | $204.02K |