Order Status

The Order Status tab in the Account Detail window displays all orders - both open and closed - placed via any Schwab channel, including Schwab.com , TeleBroker™ and Velocity.

The Order Status tab displays:

• Open orders, closed orders that have been filled, and canceled orders: You can sort on any column in the Order Status window by clicking on the column header you want as your sort key.
• Contingent Orders: This applies to SmartEx trailing stop orders and Bracket orders. Trailing stop orders are held up until the trailing stop price is met. Once the price is met the order status changes to Open and a market order is submitted for execution. Please see the Brackets section for more information about those orders.
  
  
  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.
• Partial fills: The Quantity Filled At column displays information quantity and price information for your order’s fills. If there are multiple fills at different prices, this column displays the average price with the number of shares. To view the individual fills, double-click on the order and an Order Details window will open displaying all of the fill events at the bottom.
• Sorting by Column: Click on a column name to sort by that column (click again to reverse the sort order). Press Shift and click on a second column to perform a secondary, more detailed sort within the primary sort. For instance, if you wanted to see all the Open Buy orders, you could do a primary sort on Status and a secondary sort on Action and the Open Buy orders would be grouped together.

Order Status automatically updates when orders are executed either via StreetSmart Pro or other Schwab channels.

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.

NOTE: Short Sell-Exempt orders will display in your Order Status tab. A customer service representative may enter Short Sell-Exempt orders on your behalf in certain limited circumstances.  The most common instance when this may occur is when liquidating the underlying security where the position is held as either an equity right, warrant, convertible or restricted stock. In these circumstances, the securities are not in an acceptable form for delivery on settlement date. Note that you must file an exercise for the right, warrant, convertible or restricted stock before your order to liquidate the underlying security can be marked as Short Sell-Exempt.

Order Details

To view a more detailed, comprehensive view of an order from the Order Status tab of the Account Detail window:

• Double-click on the order.
• Right-click on the order and select Details from the menu.
• Click on the order to highlight it and use the Orders drop-down menu to select Details.