Beatty Jonathan S 4

What Happened
Jonathan S. Beatty, MD and Head of Advisor Services at Charles Schwab (SCHW), sold 2,030 shares on 2026-02-27. The sale had a weighted average price of $95.30, producing proceeds of approximately $193,454. This was a sale (transaction code S), executed in multiple trades and reported on an SEC Form 4 filed 2026-03-03.

Key Details

• Transaction date: 2026-02-27; Form 4 filed: 2026-03-03 (filed within the typical 2 business-day window).
• Price: weighted average $95.30; individual trade prices ranged from $95.20 to $95.36 (footnote F1).
• Shares sold: 2,030; approximate proceeds: $193,454.
• Transaction type: Sale (open market or private sale per filing).
• Shares owned after transaction: Not specified in the provided excerpt of the filing.
• Footnote: F1 notes the sale was executed in multiple trades at prices $95.20–$95.36; the reported $95.30 is the weighted average and the reporting person will provide trade-level detail to SEC on request.

Context
Sales by officers are common and can reflect routine portfolio management, tax obligations, or other personal reasons; they are not in themselves a clear signal of company outlook. This filing shows a straightforward sale (no option exercise, gift, or award reported).