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
| Security | Shares | Change |
|---|---|---|
| Common Stock | 5.77K | - |
| 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)