Jonathan S Beatty

Name: SmartMoneyDB 13F Holdings Database
License: https://www.sec.gov/privacy.htm#foia

MD, Head of Advisor Services

Total Bought

Total Sold

$193.45K

Net Position

-$193.45K

Companies

Not enough clean open-market history yet

Timing stats are shown once we have at least 2 open-market buys or 5 total P/S trades.

Current sample: 0 buys, 1 sells, 1 open-market trades.

Active in:SCHW

Transaction History

Date	Company	Code	Type	Shares	Price	Value	30d	90d	180d
Feb 27, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	2,030	$95.30	$193.45K	+2.35%	+10.44%	—