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Jonathan S Beatty Insider Profile
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Jonathan S Beatty, MD, Head of Advisor Services at Charles Schwab, holds 53.23K shares in Charles Schwab (Ticker: SCHW). Most recently, Jonathan S Beatty Sold 2,030 shares of Charles Schwab on Mar 03, 2026 for an estimated value of $193.44K.
Jonathan S Beatty Charles Schwab (SCHW)MD, Head of Advisor Services
Charles Schwab (SCHW)
MD, Head of Advisor Services
Ranked #57,655 out of 106,131 Corporate Insiders
Profitable Transactions
0 out of 2 Profitable Transactions
Average Return
-4.50%
Average return per transaction
Time Frame
Compare to
Insider Holdings
100.00%
A breakdown of Jonathan S Beatty's holdings
Insider Roles
MD, Head of Advisor Services
Roles that Jonathan S Beatty holds in companies
Most Profitable Insider Trade
The most profitable trade made by Jonathan S Beatty
Jonathan S Beatty's Trading History
List of latest transactions for each holding click on a transaction to see Jonathan S Beatty's performance on stock
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Jonathan S Beatty insider profile FAQ
What is the percentage of profitable transactions made by Jonathan S Beatty?
The percentage of profitable transactions made by Jonathan S Beatty is 0%.
What is the average return per transaction made by Jonathan S Beatty?
The average return per transaction made by Jonathan S Beatty is -4.50%.
What stocks does Jonathan S Beatty hold?
Jonathan S Beatty holds: SCHW stocks.
What was Jonathan S Beatty’s latest transaction?
Jonathan S Beatty latest transaction was an Informative Sell of $193.44K.
What was Jonathan S Beatty's most profitable transaction?
Jonathan S Beatty’s most profitable transaction was an Informative Sell of SCHW stock on August 29, 2025. The return on the trade was 0.00%.
What is Jonathan S Beatty's role in Charles Schwab?
Jonathan S Beatty's role in Charles Schwab is MD, Head of Advisor Services.
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