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Jonathan S Beatty Insider Profile

4 Followers
Jonathan S Beatty, MD, Head of Advisor Services at Charles Schwab, holds 58.56K shares in Charles Schwab (Ticker: SCHW).
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Jonathan S Beatty

Jonathan S Beatty
Charles Schwab (SCHW)
MD, Head of Advisor Services

Not Ranked
Jonathan S Beatty has not reported sufficient informative transactions and therefore cannot be ranked.
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$6M
100.00%
A breakdown of Jonathan S Beatty's holdings

Insider Roles

Charles Schwab
(SCHW)
MD, Head of Advisor Services
Roles that Jonathan S Beatty holds in companies

Most Profitable Insider Trade

Stock:
Charles Schwab
(SCHW)
Rating:Informative Sell
Date:Jun 02, 2025 - Today
Return:-10.40%
The most profitable trade made by Jonathan S Beatty

Jonathan S Beatty's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Charles Schwab
Jul 02, 2025
MD, Head of Advisor Services
Uninformative Sell
93.91K
$5.72M
Success Rate for
SCHW
0 out of 1 profitable transactions on
SCHW
0%
Average Return for
SCHW
Average return per transaction on
SCHW
-10.40%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Jul 03, 2024
Uninformative Buy
$0.00
-
$0.00
Jul 15, 2024
Uninformative Buy
$34.51K
-
$44.24
Nov 12, 2024
Uninformative Buy
$110.60K
-
$44.24
Nov 18, 2024
Uninformative Buy
$119.45K
-
$44.24
Nov 27, 2024
Uninformative Buy
$101.75K
-
$44.24
List of latest transactions for each holding click on a transaction to see Jonathan S Beatty's performance on stock

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 ―.
    What is the average return per transaction made by Jonathan S Beatty?
    The average return per transaction made by Jonathan S Beatty is ―.
      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 Uninformative Sell of $93.91K.
          What was Jonathan S Beatty's most profitable transaction?
          Jonathan S Beatty’s most profitable transaction was an Informative Sell of SCHW stock on June 2, 2025. The return on the trade was -10.40%.
            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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