Introduction to symbols in Schwab Advisor StreetSmart Edge®

Introduction to symbols in Schwab Advisor StreetSmart Edge®

Schwab Advisor StreetSmart Edge is a symbol-driven application that allows you to research and analyze a security's symbol. Many of the tools offer information related to one main symbol and the makes it easy ways to input and find symbol data.

Use this article to learn more about accepted symbol formats and available symbols within the application.

Symbol specific tools
The All in One Trade Tool, Trading, Charts, News tools, and Symbol Hub each have a title bar with a symbol field because the information they provide is related to the symbol you've selected.

Symbol entry
You can enter symbols into any symbol field in Schwab Advisor StreetSmart Edge. If you do not know the symbol for a company, you can type in the full or partial name of the company and receive a list of companies with similar names, along with their symbols.

Symbol formats
Schwab Advisor StreetSmart Edge recognizes the following symbol formats to retrieve data for certain types of financial instruments.

InstrumentFormat
StockEnter the 1 to 5 character stock ticker symbol in uppercase letters. For example, ABCD.
OptionEnter the option symbol in uppercase letters using the following format: the underlying security or index symbol, followed by the expiration date, then strike price, then a 'C' or 'P' for Call or Put. For example, XYZ MM/DD/YYYY 00.00 C.
IndicesEnter the index symbol preceded by a '$'. For example, $ABC.
Mutual FundEnter the mutual fund symbol using five uppercase letters or digits, ending in 'X'. For example, ABCDX.
Preferred StockEnter the preferred stock symbol by following the regular stock symbol with lower case 'p' and, optionally, a single uppercase letter as a class indicator. For example, ABp or YZpP. To produce a lower case letter, hold the shift key down while typing the character. Alternately, you may follow the symbol with a '/PR' and then the class designator. For examples, ABC/PR or XYZ/PRP.
Class SharesEnter the 1 to 7 character symbol in uppercase letters or digits followed by a '/' and then a single uppercase letter. For example, ABC/B.
WarrantsEnter the 1 to 7 character symbol in uppercase letters or digits followed by a '/WS', optionally followed by a '/' and then a single uppercase letter. For example, ABC/WS or ABC/WS/A.
FuturesEnter the futures symbol in uppercase letters using the following format; begin with a '/', followed by the root symbol, then month code, and then year code. The year code is displayed as one digit. For example, a March (month code = H) 2015 (year code = 5) contract of AB would be entered as /ABH5.

Click on the following links for some of the symbols available in Schwab Advisor StreetSmart Edge. Note: Not all symbols are listed.

Articles

Introduction to Schwab Advisor StreetSmart Edge®
Introduction to the Schwab Advisor StreetSmart Edge® Chart tool
Introduction to Schwab Advisor StreetSmart Edge® tools
How to customize a Schwab Advisor StreetSmart Edge® tool display
How to use Schwab Advisor StreetSmart Edge® tool tabs

Help Guides

Help with Account Monitoring & Trading tools
Help with Finding Opportunities tools
Help with Research & Analysis tools
Help with the Chart tool
Help with Trader's Marketplace tools

For additional questions about the application, call a Trading Services Broker at 800-930-4379, Monday–Friday from 8:30 a.m.–7:00 p.m. ET.