Updated: May 19, 2026

Jonathan S Beatty

SCHWSCHWAB CHARLES CORPSEC CIK: 0002028977
Estimated Net Worth
$7.05 Million25.6%vs Last Year
Last Updated: May 19, 2026 11:57 PM EST

Transaction Summary

Total Transactions16
Buy-Sell Ratio0.25
Buy Transactions3
Sell Transactions12

Transaction Volume

Total Volume$2.16M
Net Volume-$1.83M
Buy Volume$165.05K
Sell Volume$2M

Trade Analysis

AVG Trade Size$135.13K
Largest Trade$630.09K
Most Active MonthJul
Most Active Year2025

Trading Sentiment

OverallBearish
Recent TradeBuying
Last 90 Days0 Trades
ConvictionNone

Net Worth & Trading Activity Over Time

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Monthly Trading Pattern

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Past Insider Trading and Trends

Jonathan Beatty has an estimated net worth of $7.05 Million. This is based on reported shares in SCHWAB CHARLES CORP.



2025 was Jonathan Beatty's most active year for acquiring shares with 6 total transactions. Jonathan Beatty's most active month to acquire stocks was the month of October. 2025 was Jonathan Beatty's most active year for disposing of shares, totalling 12 transactions. Jonathan Beatty's most active month to dispose stocks was the month of October. 2025 saw Jonathan Beatty paying a total of $682,140.16 for 54,452 shares, this is the most they've acquired in one year. In 2025 Jonathan Beatty cashed out on 39,017 shares for a total of $2,239,653.00, their largest year based on trade value.

Holdings & Transactions

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