Schwab unveils enhancements to trading platforms, increased branch support for clients
Charles Schwab today announced the latest enhancements to the Charles Schwab trading platform, including updates to Schwab.com, Schwab Mobile, and thinkorswim.
Schwab has introduced the following enhancements and new features on its trading platforms in response to client demand.
Now available on both Schwab.com and Schwab Mobile:
- Positions Extended Hours Valuation Toggle / Modernization: The positions page is now more responsive and customizable than ever, with comprehensive streaming quotes and data, and the new Extended Hours Valuation toggle allows clients to view position-level Gain/Loss, Day Change and Market Value based on the regular market close valuations or extended hours valuations.
- Fundamentals & Research Ratings: Stay informed on a position’s financial health and profitability with over 15 new data points like EPS Growth, Revenue Growth, Return on Equity and more in addition to independent research ratings from CFRA, Morningstar, Reuters and Argus.
Now available on Schwab.com:
- Saved Orders: The Saved Orders action now supports multi-leg options in addition to stocks, ETFs, and single leg options. Save orders for later and place them on our SnapTicket® and All-in-One Trade Ticket.
- Option Chains enhancements:
- Sortable columns: Sort any column on the Calls Chain, Puts Chain and any Complex Option Chain.
- Custom Intervals: Enter Custom Strike Intervals for Verticals/Diagonals/Strangles.
- Historical Quotes Table View: In the Research Stock, ETF or Indices profile pages, charts will now have a corresponding Table View for clients who prefer a table format of the historical prices. Export functionality has also been added.
New to the thinkorswim Platform Suite:
- Account Display: Manage the display and order of the display of multiple accounts within their household view, with the ability on thinkorswim desktop to hide or unhide accounts from the All Accounts view and reorder the account list in custom order.
- Custom column sets: Create, save, and apply column settings across watchlists and Positions Statement.
- Portfolio Management: View individual tax lots under the Lot Detail tab, with the ability to review their holdings by tax lots and fine tune their positions and positions off-sets by customizing the tax lot treatment with multiple options.
- Cash and Sweep Vehicle History (Account History): Track transactions and money movement directly on thinkorswim mobile, with a ledger of the impact on overall cash balance and the ability to filter by time period as well as transaction type.
- Filtering: Filter news sources in the Live News gadget to include or exclude sources and zero in on the information that matters most to them.
Additionally, clients trading futures with Schwab now have access to 17 new futures products, including 1 OZ Gold (/1OZ), Solana (/SOL) and Micro Solana (/MSL).
In keeping with its holistic ecosystem approach, Schwab recognizes the power of professional support in a trader’s journey. Schwab continues to maintain – and grow – its network of nearly 400 retail branches across the U.S. and has expanded its in-branch support for active trader clients by introducing two new roles: Regional Trading Consultants, who focus on education, trading expertise and provide direct support to Schwab’s Financial Consultants, and Senior Engagement Managers, who supply clients with advanced trading education, platform expertise, and broader investment consultations.
