Jonathan S. Beatty
MD, Head of Advisor Services at Schwab Charles · 17 reported transactions in 2 companies · latest trade Aug 17, 2026
Their trades
Sold | Aug 17, 2026 | Aug 17, 2026 close $110.58 → Oct 29, 2026 close $89.47. S&P 500 −0.1% over the same days. | ||
Sold | Jul 21, 2026 | Jul 21, 2026 close $99.96 → Oct 29, 2026 close $89.47. S&P 500 +3.2% over the same days. | ||
Sold | Jul 6, 2026 | Jul 6, 2026 close $100.62 → Oct 29, 2026 close $89.47. S&P 500 +2.8% over the same days. | ||
Sold | Jul 2, 2026 | Jul 2, 2026 close $97.00 → Oct 29, 2026 close $89.47. S&P 500 +3.7% over the same days. | ||
Sold | Feb 27, 2026 | Feb 27, 2026 close $18.79 → Oct 26, 2026 close $15.74. S&P 500 +11.6% over the same days. | ||
Sold | Jan 22, 2026 | Jan 22, 2026 close $19.21 → Oct 26, 2026 close $15.74. S&P 500 +11.1% over the same days. | ||
Sold | Dec 23, 2025 | Dec 23, 2025 close $18.69 → Oct 26, 2026 close $15.74. S&P 500 +11.3% over the same days. |
SoldSchwab Charles
$111.3K
Aug 17, 2026 close $110.58 → Oct 29, 2026 close $89.47. S&P 500 −0.1% over the same days.
SoldSchwab Charles
$208.4K
Jul 21, 2026 close $99.96 → Oct 29, 2026 close $89.47. S&P 500 +3.2% over the same days.
SoldSchwab Charles
$200K
Jul 6, 2026 close $100.62 → Oct 29, 2026 close $89.47. S&P 500 +2.8% over the same days.
SoldSchwab Charles
$194.1K
Jul 2, 2026 close $97.00 → Oct 29, 2026 close $89.47. S&P 500 +3.7% over the same days.
SoldSchwab Charles
2,030
Feb 27, 2026 close $18.79 → Oct 26, 2026 close $15.74. S&P 500 +11.6% over the same days.
SoldSchwab Charles
2,000
Jan 22, 2026 close $19.21 → Oct 26, 2026 close $15.74. S&P 500 +11.1% over the same days.
SoldSchwab Charles
2,000
Dec 23, 2025 close $18.69 → Oct 26, 2026 close $15.74. S&P 500 +11.3% over the same days.