Beatty Jonathan S
MD, Head of Advisor Services
CIK: 2028977
All Transactions
| Date | Company | Type | Shares | Price | Value | Actions |
|---|---|---|---|---|---|---|
| Jul 7, 2026 | SCHWAB CHARLES CORP (SCHW) | S | 2,000 | $102.01 | $204,017.80 | View Details Filing |
| Jul 6, 2026 | SCHWAB CHARLES CORP (SCHW) | S | 2,000 | $100.01 | $200,014.80 | View Details Filing |
| Jul 2, 2026 | SCHWAB CHARLES CORP (SCHW) | S | 2,000 | $97.03 | $194,059.40 | View Details Filing |
| Jul 1, 2026 | SCHWAB CHARLES CORP (SCHW) | F | 1,036 | $92.72 | $96,063.10 | View Details Filing |
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