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JB

Jonathan S. Beatty

SCHW
MD, HEAD OF ADVISOR SERVICES · SCHWAB CHARLES CORP · CIK 0002028977
FILING MIX · LIFETIME33%/67%
BUYS
13
SELLS
27
TOTAL VALUE
$5.14M
COMPANIES
1
ACTIVE SINCE
Jul 2024
HOLDINGS NOW
13,738
AVG SELL PX
$91.92
TRADE KIND
SHOWING 40 / 40
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
12 backtested trades · 8 horizons · 19 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Jonathan S. Beatty, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d12+58.33%-1.29%-0.01%-1.28%-0.35%—
14d12+66.67%-1.56%+0.02%-1.59%-0.92%—
30d12+66.67%-2.23%+0.61%-2.84%-2.09%—
60d12+66.67%-2.72%+2.16%-4.88%-5.54%—
90d12+58.33%-1.74%+3.52%-4.50%-1.08%—
180d12(2 pending)+50.00%+0.52%+6.14%-5.62%-9.90%—
1y12(6 pending)+16.67%+12.79%+17.22%-1.61%+3.74%—
2y12(11 pending)+0.00%+35.54%+35.66%-0.12%-0.12%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
SCHW · 13,738 shares · as of Jul 7, 2026
011,61623,23234,84746,46320252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2024
2024
2025
2025
2025
2025
2026
2026
2026
FLOW · 13 buys / 27 sellsCOVERAGE · 9 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
2,000$102.01$204.0K13,738Jul 7, 2026Jul 8, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
2,000$100.01$200.0K15,738Jul 6, 2026Jul 6, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
2,000$97.03$194.1K17,738Jul 2, 2026Jul 6, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
1,036$92.73$96.1K32,459Jul 1, 2026Jul 6, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
24,509——24,509Mar 2, 2026Mar 4, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
2,030$95.30$193.5K19,738Feb 27, 2026Mar 3, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
2,000$105.00$210.0K21,768Jan 22, 2026Jan 23, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
2,000——0Jan 22, 2026Jan 23, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
MD, Head of Advisor Services
2,000$46.39$92.8K33,495Jan 22, 2026Jan 23, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
MD, Head of Advisor Services
2,000$46.39$92.8K43,340Dec 23, 2025Dec 29, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
2,000$102.01$204.0K11,923Dec 23, 2025Dec 29, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
2,000——2,000Dec 23, 2025Dec 29, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
MD, Head of Advisor Services
3,072$46.39$142.5K43,340Nov 12, 2025Nov 14, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
3,072$98.00$301.1K11,923Nov 12, 2025Nov 14, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
3,072——4,000Nov 12, 2025Nov 14, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
6,144$96.81$594.8K11,923Aug 28, 2025Aug 29, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
MD, Head of Advisor Services
6,144$46.39$285.0K43,340Aug 28, 2025Aug 29, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
6,144——7,072Aug 28, 2025Aug 29, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
3,296$97.18$320.3K11,923Aug 27, 2025Aug 29, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
1,035$90.74$93.9K43,340Jul 1, 2025Jul 2, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
2,850$87.57$249.6K15,219May 30, 2025Jun 2, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
MD, Head of Advisor Services
3,658$44.24$161.8K44,375May 8, 2025May 9, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
3,658$85.00$310.9K18,069May 8, 2025May 9, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
3,658——0May 8, 2025May 9, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
30,096——30,096Mar 3, 2025Mar 4, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
MD, Head of Advisor Services
9,482——46,463Mar 1, 2025Mar 4, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
2,088$79.05$165.0K44,375Mar 1, 2025Mar 4, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
2,300——3,658Nov 25, 2024Nov 27, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
MD, Head of Advisor Services
2,300$44.24$101.8K36,981Nov 25, 2024Nov 27, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
2,300$82.01$188.6K18,069Nov 25, 2024Nov 27, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
MD, Head of Advisor Services
2,700$44.24$119.4K36,981Nov 14, 2024Nov 18, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
2,700$81.68$220.5K18,069Nov 14, 2024Nov 18, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
2,700——5,958Nov 14, 2024Nov 18, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
2,500$77.02$192.5K18,069Nov 11, 2024Nov 12, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
MD, Head of Advisor Services
2,500$44.24$110.6K36,981Nov 11, 2024Nov 12, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
2,500——8,658Nov 11, 2024Nov 12, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
MD, Head of Advisor Services
780——11,158Jul 11, 2024Jul 15, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
MD, Head of Advisor Services
780$44.24$34.5K36,981Jul 11, 2024Jul 15, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE10b5-1
10b5-1 plan
780$75.00$58.5K18,069Jul 11, 2024Jul 15, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
11,191——36,981Jul 1, 2024Jul 3, 2024 ↗View →
Other insiders · SCHW
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About this filer
CIK 0002028977
ROLE
MD, Head of Advisor Services
PRIMARY
SCHW
COMPANIES
1
ACTIVE SINCE
Jul 2024
MARKETPEEL · /INSIDER/0002028977DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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