3Filing Date: Jul 10, 2026

Schwab Charles 3: Hathi Neesha initial ownership report (2 holdings) (Jul 10, 2026)

Initial Statement of Beneficial Ownership

View SEC Filing
ACC: 0001879974-26-000008
Total Value$0
Trades2
Insiders1

Transaction Details

Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst·Indirect · By Trust
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After5.77K
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst·Direct
Nonqualified Stock Option (right to buy)Derivative
Shares0
Price-
Total Value$0
ExpiresMar 1, 2028
Holding Only
Footnotes ▸

The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

Post-Transaction Holdings

Hathi Neesha · MD, Head Wealth Adv, Bnk, Tst
SecuritySharesChange
Common Stock5.77K-
Nonqualified Stock Option (right to buy)--
Original SEC Filing Textexpand_more
=== SEC Form 3 — Statement of Changes in Beneficial Ownership === Document Type: 3 Period of Report: 2026-07-01 --- Issuer --- Name: SCHWAB CHARLES CORP (SCHW) CIK: 0000316709 --- Reporting Owner --- Name: Hathi Neesha CIK: 0001879974 Role: Officer (MD, Head Wealth Adv, Bnk, Tst) --- Holdings --- [Holding #1] Security: Common Stock Ownership: I (Indirect) [Holding #2] Security: Nonqualified Stock Option (right to buy) Ownership: D (Direct) Footnotes: [F1] The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. [Holding #3] Security: Nonqualified Stock Option (right to buy) Ownership: D (Direct) Footnotes: [F1] The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. [Holding #4] Security: Nonqualified Stock Option (right to buy) Ownership: D (Direct) Footnotes: [F1] The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. [Holding #5] Security: Nonqualified Stock Option (right to buy) Ownership: D (Direct) Footnotes: [F1] The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. [Holding #6] Security: Nonqualified Stock Option (right to buy) Ownership: D (Direct) Footnotes: [F1] The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. [Holding #7] Security: Nonqualified Stock Option (right to buy) Ownership: D (Direct) Footnotes: [F2] The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. [Holding #8] Security: Nonqualified Stock Option (right to buy) Ownership: D (Direct) Footnotes: [F2] The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. [Holding #9] Security: Nonqualified Stock Option (right to buy) Ownership: D (Direct) Footnotes: [F2] The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. [Holding #10] Security: Nonqualified Stock Option (right to buy) Ownership: D (Direct) Footnotes: [F2] The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. --- Footnotes (Complete Index) --- F1: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date. F2: The option was granted under the company's 2022 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date. --- Signature --- /s/ /s/ P. Blake Allen, Attorney-in-fact (2026-07-10)

keid analysis is for reference only and does not constitute investment advice.