Jonathan S. Beatty
Known title: MD, Head of Advisor ServicesCIK: 0002028977
Associated companies
Transaction History
| SCHW | ▼ Sell | Open Market | 1,000 | $111K | 8/17/2026 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,000 | $208K | 7/21/2026 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,000 | $204K | 7/7/2026 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,000 | $200K | 7/6/2026 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,000 | $194K | 7/2/2026 | View on chart |
| SCHW | ▼ Sell | Tax Withholding | 1,036 | $96K | 7/1/2026 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,030 | $193K | 2/27/2026 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 2,000 | $93K | 1/22/2026 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,000 | $210K | 1/22/2026 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 2,000 | $93K | 12/23/2025 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,000 | $204K | 12/23/2025 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 3,072 | $143K | 11/12/2025 | View on chart |
| SCHW | ▼ Sell | Open Market | 3,072 | $301K | 11/12/2025 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 6,144 | $285K | 8/28/2025 | View on chart |
| SCHW | ▼ Sell | Open Market | 6,144 | $595K | 8/28/2025 | View on chart |
| SCHW | ▼ Sell | Open Market | 3,296 | $320K | 8/27/2025 | View on chart |
| SCHW | ▼ Sell | Tax Withholding | 1,035 | $94K | 7/1/2025 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,850 | $250K | 5/30/2025 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 3,658 | $162K | 5/8/2025 | View on chart |
| SCHW | ▼ Sell | Open Market | 3,658 | $311K | 5/8/2025 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 9,482 | $0 | 3/1/2025 | View on chart |
| SCHW | ▼ Sell | Tax Withholding | 2,088 | $165K | 3/1/2025 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 2,300 | $102K | 11/25/2024 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,300 | $189K | 11/25/2024 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 2,700 | $119K | 11/14/2024 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,700 | $221K | 11/14/2024 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 2,500 | $111K | 11/11/2024 | View on chart |
| SCHW | ▼ Sell | Open Market | 2,500 | $193K | 11/11/2024 | View on chart |
| SCHW | ▲ Buy | Option Exercise | 780 | $35K | 7/11/2024 | View on chart |
| SCHW | ▼ Sell | Open Market | 780 | $59K | 7/11/2024 | View on chart |
| SCHW | ▲ Buy | Grant | 11,191 | $0 | 7/1/2024 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 16, 2026
Charles Schwab Highlights AI Rules, Tax‑Aware Strategy and Q3 Outlook
Charles Schwab’s chief executive said AI‑driven trading agents will need clear regulatory guidelines, emphasizing the firm’s cautious stance on automated investing. The bank also announced a new tax‑aware investment strategy that has drawn significant assets from high‑net‑worth clients. UBS described the third‑quarter earnings report as “somewhat low quality,” though it noted continued strong organic growth. Additionally, the CEO mentioned expanding the firm’s prediction‑market offerings.
Charles Schwab Highlights AI Rules, Tax‑Aware Strategy and Q3 Outlook. Charles Schwab’s chief executive said AI‑driven trading agents will need clear regulatory guidelines, emphasizing the firm’s cautious stance on automated investing. The bank also announced a new tax‑aware investment strategy that has drawn significant assets from high‑net‑worth clients. UBS described the third‑quarter earnings report as “somewhat low quality,” though it noted continued strong organic growth. Additionally, the CEO mentioned expanding the firm’s prediction‑market offerings.