Neesha Hathi - 01 Jul 2026 Form 3 Insider Report for SCHWAB CHARLES CORP (SCHW)

Reporting relationship
MD, Head Wealth Adv, Bnk, Tst
Issuer ticker
SCHW
Reported as of
01 Jul 2026
Net transaction value
$0
Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
3
Accepted by SEC
10 Jul 2026, 16:55:38 UTC
Prior SEC filing
24 Apr 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ P. Blake Allen, Attorney-in-fact

Key filing fact

Neesha Hathi filed Form 3 for SCHWAB CHARLES CORP (SCHW) on 10 Jul 2026.

Key facts

  • This page summarizes Neesha Hathi's Form 3 filing for SCHWAB CHARLES CORP (SCHW).
  • 0 reported transactions and 9 derivative rows are listed below.
  • Accepted by SEC: 10 Jul 2026, 16:55.

Change

  • Previous filing in this sequence was filed on 24 Apr 2026.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Official SEC source

Ownership activity is grounded in SEC Form 3 disclosures.

View source filing

Reporting Owners (1)

CIK 0001879974 Primary reporting owner

Hathi Neesha

Relationship
MD, Head Wealth Adv, Bnk, Tst
Address
3000 SCHWAB WAY, WESTLAKE
Signature
/s/ P. Blake Allen, Attorney-in-fact
Signature date
10 Jul 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SCHW holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
5,770
Date
01 Jul 2026
Ownership
By Trust

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SCHW holding Derivative

Nonqualified Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
01 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
6,354
Exercise price
$52.05
Footnotes
F1
SCHW holding Derivative

Nonqualified Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
01 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
10,130
Exercise price
$46.81
Footnotes
F1
SCHW holding Derivative

Nonqualified Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
01 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
18,950
Exercise price
$41.98
Footnotes
F1
SCHW holding Derivative

Nonqualified Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
01 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
73,246
Exercise price
$64.10
Footnotes
F1
SCHW holding Derivative

Nonqualified Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
01 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
26,834
Exercise price
$77.86
Footnotes
F1
SCHW holding Derivative

Nonqualified Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
01 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
28,272
Exercise price
$77.41
Footnotes
F2
SCHW holding Derivative

Nonqualified Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
01 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
32,478
Exercise price
$66.47
Footnotes
F2
SCHW holding Derivative

Nonqualified Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
01 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
30,096
Exercise price
$78.12
Footnotes
F2
SCHW holding Derivative

Nonqualified Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
01 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
23,818
Exercise price
$95.49
Footnotes
F2
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote 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.

Footnote 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.

SEC remarks

Exhibit 24 - Power of Attorney

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