Jonathan S Beatty is MD, Head of Advisor Services at Charles Schwab Corporation. OQRO lists 17 transactions filed with the SEC under this name, the latest on Aug 18, 2026, each linked to the official Form 4.
MD, Head of Advisor Services
Disclosures on record
17
Companies involved
1
Stock since the trade -11.4% · S&P 500 +0.3% · to Oct 5
Charles Schwab Corporation's MD, Head of Advisor Services sold $111K of Charles Schwab Corporation shares. Nobody planned it ahead of time.
Officer sold ~$208K of Charles Schwab Corporation
Scheduled in advanceOfficer sold ~$204K of Charles Schwab Corporation
Scheduled in advanceOfficer sold ~$200K of Charles Schwab Corporation
Scheduled in advanceOfficer sold ~$194K of Charles Schwab Corporation
Scheduled in advanceRoutine share withholding; mechanical by default.
Compensation award — excluded from discretionary-purchase analysis.
Stock since the trade +2.9% · S&P 500 +12.9% · to Oct 5
Charles Schwab Corporation's MD, Head of Advisor Services sold $193K of Charles Schwab Corporation shares. Nobody planned it ahead of time.
Officer sold ~$210K of Charles Schwab Corporation
Scheduled in advanceDerivative exercise or conversion — not an open-market buy.
Derivative exercise or conversion — not an open-market buy.
Officer sold ~$204K of Charles Schwab Corporation
Scheduled in advanceDerivative exercise or conversion — not an open-market buy.
Derivative exercise or conversion — not an open-market buy.
Officer sold ~$301K of Charles Schwab Corporation
Scheduled in advanceDerivative exercise or conversion — not an open-market buy.
Derivative exercise or conversion — not an open-market buy.
