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Jonathan S Beatty

Md, Head Of Advisor Services at Schwab Charles Corp (SCHW)

Purchase track record

Not enough history. Based on 0 purchases with a full 90 days of price history.

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Avg. 90-day return—
vs. S&P 500—
Beat the market—
Paper profit on buys$0
Total bought / sold$0 / $1.8M

Reported trades

Filed Stock Type Shares Price Value Since
Aug 18SEC SCHWSchwab Charles Corp Sell 1,000 $111.33 $111K -12.0%
Jul 21SEC SCHWSchwab Charles Corp Sell Plan 2,000 $104.21 $208K -6.0%
Jul 8SEC SCHWSchwab Charles Corp Sell Plan 2,000 $102.01 $204K -4.0%
Jul 6SEC SCHWSchwab Charles Corp Sell Plan 2,000 $97.03 $194K +1.0%
Jul 6SEC SCHWSchwab Charles Corp Sell Plan 2,000 $100.01 $200K -2.0%
Mar 3SEC SCHWSchwab Charles Corp Sell 2,030 $95.30 $193K +2.8%
Jan 23SEC SCHWSchwab Charles Corp Sell Plan 2,000 $105.00 $210K -6.7%
Dec 29SEC SCHWSchwab Charles Corp Sell Plan 2,000 $102.01 $204K -4.0%
Nov 14SEC SCHWSchwab Charles Corp Sell Plan 3,072 $98.00 $301K -0.0%
  • Sell

    Md, Head Of Advisor Services Jonathan S Beatty sold $208K of SCHW at $104.21 — pre-scheduled 10b5-1 plan sale.

  • Sell

    Md, Head Of Advisor Services Jonathan S Beatty sold $204K of SCHW at $102.01 — pre-scheduled 10b5-1 plan sale.

  • Sell

    Md, Head Of Advisor Services Jonathan S Beatty sold $194K of SCHW at $97.03 — pre-scheduled 10b5-1 plan sale.

  • Sell

    Md, Head Of Advisor Services Jonathan S Beatty sold $200K of SCHW at $100.01 — pre-scheduled 10b5-1 plan sale.

  • Sell

    Md, Head Of Advisor Services Jonathan S Beatty sold $210K of SCHW at $105.00 — pre-scheduled 10b5-1 plan sale.

  • Sell

    Md, Head Of Advisor Services Jonathan S Beatty sold $204K of SCHW at $102.01 — pre-scheduled 10b5-1 plan sale.