HATHI NEESHA (MD, Head Wealth Adv, Bnk, Tst) sold 3.18K shares of SCHWAB CHARLES CORP on the open market
Open‑market sale worth $343.5K. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 8/31/2026ACC: 0001879974-26-000010
Officer· MD, Head Wealth Adv, Bnk, Tst
Since Jul 2026
-3.18K
Net shares
Net seller
$343.5K
Total sold
1
Open market trades
0B · 1S
3
Total transactions
3.18K acquired · 6.35K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+3.18K
Price / share
$52.05
Trade value
$165.36K
% of position
New position
8/28/2026
-3.18K→0.00
Common Stock
Indirect
Shares
−3.18K
Price / share
$108.12
Trade value
$343.50K
% of position
New position
8/28/2026
3.18K→0.00
Total
Net shares
+0.00
Net value
-$178.13K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 8/28/2026 | M · Option Exercise | +3.18K | $52.05 | $165.36K | New position | -3.18K | 0.00 |
| Common Stock Indirect | 8/28/2026 | S · Sale | −3.18K | $108.12 | $343.50K | New position | 3.18K | 0.00 |
| Total | +0.00 | -$178.13K | ||||||
Derivative Transactions1
Nonqualified Stock Option (right to buy)
Direct
Converts to
Common Stock
3.18K shares
Shares
−3.18K
Strike price
52.05
Held after
3.18K
Exercisable
—
8/28/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Nonqualified Stock Option (right to buy) Direct | Common Stock3.18K shares | 8/28/2026 | M · Option Exercise | −3.18K | 52.05 | — | 3.18K |