Neesha Hathi

Name: SmartMoneyDB 13F Holdings Database
License: https://www.sec.gov/privacy.htm#foia

MD, Head Wealth Adv, Bnk, Tst

Total Bought

Total Sold

$343.50K

Net Position

-$343.50K

Companies

Not enough clean open-market history yet

Timing stats are shown once we have at least 2 open-market buys or 5 total P/S trades.

Current sample: 0 buys, 1 sells, 1 open-market trades.

Active in:SCHW

Transaction History

Date	Company	Code	Type	Shares	Price	Value	30d	90d	180d
Aug 28, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	3,177	$108.12	$343.50K	—	—	—