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Charles Schwab Corporation (SCHW): Officer sold ~$250K

Jonathan S Beatty, Officer at Charles Schwab Corporation, sold ~$250K of Charles Schwab Corporation shares.

~$250K
Approx. value · 2,850 sh @ $87.57
15K
Holds after · shares reported
Traded
May 30, 2025
Filed
Jun 2, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Apr 1, 2025Insider · 1 personInsiders: 2 sales (~$262K)
  2. Apr 3, 2025Insider · 1 personInsiders: 4 sales (~$1.8M)
  3. Apr 7, 2025CongressDisclosed purchase of SCHW — reported range $1,001 - $15,000
  4. Apr 21, 2025InsiderDirector sold ~$267K of SCHW shares in the open market
  5. Apr 21, 2025CongressDisclosed sale of SCHW — reported range $1,001 - $15,000
  6. Apr 22, 2025InsiderDirector sold ~$529K of SCHW shares in the open market
  7. Apr 28, 2025InsiderChair sold ~$2.99M of SCHW shares in the open market
  8. May 1, 2025Insider · 3 peopleInsiders: 5 sales (~$3.7M)
  9. May 5, 2025CongressDisclosed purchase of SCHW — reported range $1,001 - $15,000
  10. May 8, 2025Insider · 3 peopleInsiders: 3 sales (~$3.2M)
  11. May 9, 2025InsiderCEO sold ~$1.29M of SCHW shares in the open market
  12. May 12, 2025InsiderChair sold ~$10.2M of SCHW shares in the open market
  13. May 12, 2025CongressDisclosed sale of SCHW — reported range $15,001 - $50,000
  14. May 16, 2025Insider · 1 personInsiders: 2 sales (~$1.6M)
  15. May 19, 2025InsiderChair sold ~$17M of SCHW shares in the open market
  16. May 21, 2025Insider · 2 peopleInsiders: 2 sales (~$4.7M)
  17. May 22, 2025Insider · 2 peopleInsiders: 2 sales (~$3.9M)
  18. May 27, 2025InsiderDirector sold ~$761K of SCHW shares in the open market
  19. May 28, 2025InsiderOfficer sold ~$2.21M of SCHW shares in the open market
  20. May 30, 2025 · this disclosureInsiderOfficer sold ~$250K of SCHW shares in the open market

What came next

  1. Jun 2, 2025InsiderOfficer sold ~$288K of SCHW shares in the open market
  2. Jun 5, 2025Insider · 1 personInsiders: 2 sales (~$2.1M)
  3. Jun 18, 2025Insider · 2 peopleInsiders: 2 sales (~$2.8M)
  4. Jul 1, 2025InsiderOfficer sold ~$299K of SCHW shares in the open market
  5. Jul 3, 2025Insider · 1 personInsiders: 2 sales (~$2.2M)
  6. Jul 10, 2025Congress · 2 peopleMembers of Congress: 2 purchases
  7. Jul 16, 2025CongressDisclosed sale of SCHW — reported range $1,001 - $15,000
  8. Jul 29, 2025Insider · 3 peopleInsiders: 3 sales (~$21.6M)
  9. Aug 1, 2025InsiderOfficer sold ~$316K of SCHW shares in the open market
  10. Aug 7, 2025Insider · 2 peopleInsiders: 5 sales (~$4.5M)
  11. Aug 8, 2025Insider · 1 personInsiders: 2 sales (~$12.9M)
  12. Aug 14, 2025CongressDisclosed partial sale of SCHW — reported range $1,001 - $15,000
  13. Aug 25, 2025InsiderDirector sold ~$1.3M of SCHW shares in the open market
  14. Aug 26, 2025InsiderChair sold ~$13.2M of SCHW shares in the open market
  15. Aug 27, 2025Insider · 3 peopleInsiders: 3 sales (~$18.4M)
  16. Aug 28, 2025InsiderOfficer sold ~$595K of SCHW shares in the open market
  17. Sep 2, 2025InsiderOfficer sold ~$305K of SCHW shares in the open market
  18. Sep 4, 2025Insider · 1 personInsiders: 2 sales (~$2.3M)
View the official recordSEC Form 4

How to read SEC Form 4

Form 4 is the filing that officers, directors and owners of more than 10% of a US-listed company must send to the SEC within two business days after they buy, sell or otherwise change their holding of the company's stock.

Full guide: What is an SEC Form 4?

What else is on file for Charles Schwab Corporation

For Charles Schwab Corporation, OQRO holds 20 insider filings (SEC Form 4 or Form 144) and 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SCHW page.

Other recent filings by Jonathan S Beatty, MD, Head of Advisor Services

The full history of Jonathan S Beatty, MD, Head of Advisor Services is on the profile page.

How this filing works

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Other disclosures at Charles Schwab Corporation

Everything OQRO holds on this company is on its SCHW page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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