Insider digest · SCHW
Neesha Hathi's 10b5-1 plan sales of Charles Schwab stock
Neesha Hathi, Charles Schwab's MD, Head Wealth Adv, Bnk, Tst, has reported 2 sales of Charles Schwab shares under a Rule 10b5-1 trading plan adopted May 29, 2026, for 10,000 shares in total, worth about $933,625 at the prices reported. A 10b5-1 plan sets the sales in advance, so each sale follows the plan rather than a new decision. The table keeps a running total; each figure links to the Form 4 it comes from.
Background: how 10b5-1 trading plans work · how to read a Form 4.
Every sale, with running totals
| Trade date | Shares | Price | Value | Shares sold to date | Value to date | Held after |
|---|---|---|---|---|---|---|
| 2026-10-01 | 5,000 | $97.80 | $489,007 | 5,000 | $489,007 | 5,770 |
| 2026-11-02 | 5,000 | $88.92 | $444,618 | 10,000 | $933,625 | 5,770 |
Prices are as reported; some are weighted averages of several trades. Totals are worked out by Ticker Sage from the figures shown.
Charles Schwab company file → · All Charles Schwab filings notes
Disclosures
- Editor holdings in SCHW
- The editor holds no position in Charles Schwab (SCHW). As of Nov 11, 2026.
- Compensation
- Nobody paid for this page. No affiliate links.
A summary of public filings for general education, the same for every reader. Not a recommendation to buy, sell or hold SCHW.