Symbol Hub

The Symbol Hub is a "one-stop-shop" for information on a specific symbol, where you can get quotes, charts, fundamental data, and news in addition to placing trades.

It combines many of the tools you can open individually in StreetSmart Edge into one tool so that when you identify a security that interests you, you can do all your research and place your trade from one tool if you wish.

Below is a look at each panel of the Symbol Hub from top to bottom. Many of the panels in the Symbol Hub have identical features to their stand-alone tools, such as charts or news. For those panels, there is a link for you to jump to that individual tool's section of the help.

Title Bar and Level I

Stock symbols and price and volume data shown here and in the software are for illustrative purposes only. Charles Schwab & Co., Inc., its parent or affiliates, and/or its employees and/or directors may have positions in securities referenced herein, and may, as principal or agent, buy from or sell to clients.

1. Enter the symbol in the upper left corner and press Enter or click Go to load the symbol. Click the arrow in the symbol field to choose from a drop-down list of the most recently entered symbols. You can also click one of the symbols in the Minichart Carousel at the bottom of the window to load that symbol.
2. Now you'll see the last trade price, change direction, and change from the open, as well as the full name of the company or index and exchange. The Title Bar is found in several tools, so to read more about it, see the Title Bar topic.

3. Below the Title Bar is the Level I data, as well as the Order Status and Position Indicators, which show whether your account has open orders or positions in the selected symbol.

TIP: To make the Title Bar a little smaller, right-click on it and select Compact Title Bar.

Trade Ticket

Place trades from the Symbol Hub exactly as you would from the Trade tool. Just like in the Trade tool, choose the appropriate tab for the action you wish to take.

• Choose the Stocks & ETFs tab to trade equity shares.
• Choose the Options tab to trade single or multi-leg options (depending on the permission levels associated with your account) and view Option Chains.
• Or, to set up an order that triggers based on a set of criteria you specify, choose the Conditional Orders tab.

TIP: You can hide the Trade Ticket fields by clicking the double arrow button next to the Conditional Orders tab. If you have the Trade tool open separately in your layout and prefer to place trades there, contracting these fields allows you to preserve some screen real estate.

Live Data & Research

Stock symbols and price and volume data shown here and in the software are for illustrative purposes only. Charles Schwab & Co., Inc., its parent or affiliates, and/or its employees and/or directors may have positions in securities referenced herein, and may, as principal or agent, buy from or sell to clients.

Toggle between the Live Data and Research panels by clicking the or buttons.

The Live Data panel consists of 5 tabs with streaming quote and news data: 

• Summary: Gives a one-glance view of the symbol's Level II, chart, and latest headlines.
• Charts: Opens the full-featured Chart tool with the symbol loaded.

• Option Chains: Option chains display automatically if you select the Options tab, though you can switch to other Live Data or Research views if you have the Options tab open.
• News: Opens the full-featured News tool with the latest headlines for the symbol loaded. Click a headline to open in the article in the reading pane.
• Level II: Shows streaming Level II and Time & Sales data for the symbol. Right-click in Level II or click Actions > Summary level II > Level II Settings... to customize your Level II display.

TIP: For both the Summary and Charts tab, click on the down arrow in the tab name to select the layout for the tab. For instance, you can choose to display two charts side-by-side or one on top of the other. (Click the X in the top right corner of a chart if you wish to close it and just display one.)

The Research panel displays Fundamental data for the symbol, such as company profile, earnings, ratings, and metrics.

Minichart Carousel

Stock symbols and price and volume data shown here and in the software are for illustrative purposes only. Charles Schwab & Co., Inc., its parent or affiliates, and/or its employees and/or directors may have positions in securities referenced herein, and may, as principal or agent, buy from or sell to clients.

When you load a new symbol, the previous symbol will display in the carousel. Scroll through the charts using the arrow buttons to the left and right of the carousel. The mini-charts have a 1-year, daily timeframe.

There are three display options for the carousel, which can be accessed by right-clicking either in the Symbol Hub title bar or in the Minichart Carousel itself and selecting Minichart Carousel.

Display options

• Large: As shown above, displays a small line chart with the current quote and the dollar and % change fields.
• Small: Displays a tiny chart and current quote. Takes up a quarter of the space of the large format.
• None: Hides the carousel completely from the Symbol Hub display. The software will still keep track of the symbols you've viewed, so if you want to reopen the carousel later, you can.

TIP: To remove a symbol from the carousel, hover your mouse pointer over the minichart and a red X will display. Click the X to remove that symbol.
Note that this will also remove the symbol from the symbol drop-down list in the Title Bar at the top of the Symbol Hub, as well as from any other symbol drop-downs in any linked tools. For more on linking tools, see Tool Link Icon.