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Finance

Charles Schwab

Charles Schwab is a US brokerage.

Authentication

  • OAuth 2.0

Actions

Generic API request. Call any Schwab API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Cancel orderDestructiveCancel a working order.
  • Get accountGet one account's balances — cash, buying power, liquidation value, day-trade count — and its positions when Include is positions.
  • Get account numbersList the accounts this connection may reach — exactly the ones the user ticked on Schwab's consent screen — each pairing the plain accountNumber with its encrypted hashValue.
  • Get hours for one marketGet one market's trading hours for one day: whether it is open and its pre-market, regular and post-market windows — for example the equity market before a trading run.
  • Get market hoursGet the trading hours of several markets for one day: whether each is open and its pre-market, regular and post-market windows.
  • Get moversGet the top ten movers in an index or exchange, by volume, number of trades or percent change.
  • Get option chainGet the option chain for an optionable symbol: calls and puts by expiration and strike, each with bid, ask, volume, open interest and greeks, plus the underlying's quote.
  • Get orderGet one order: its status, filled and remaining quantity, and each fill's price and time under orderActivityCollection.
  • Get price historyGet OHLCV candles for one symbol — intraday minute bars or daily, weekly and monthly bars — over a period or between two dates.
  • Get quoteGet the real-time quote for one symbol — last, bid, ask, mark, day range, volume and change.
  • Get quotesGet real-time quotes for several symbols in one call — last, bid, ask, mark, day range, volume and change, plus fundamentals and extended-hours prices when asked for.
  • Get user preferenceGet the signed-in user's preferences: each linked account's nickname, type and whether it is primary, the market-data entitlements, and the streamer connection details.
  • List account ordersList one account's orders entered within a time window starting no more than 60 days ago, optionally only those in one status — WORKING lists open orders.
  • List accountsList every linked account with its balances, and its positions when Include is positions.
  • List orders for all accountsList orders across every account the connection may reach, entered within a time window of at most the last 60 days, optionally only those in one status.
  • List transactionsList one account's transactions of one type within a date window of at most one year — TRADE for executions, DIVIDENDORINTEREST for income, the cash types for deposits and withdrawals.
  • Place orderPlace an order in a Schwab account.
  • Preview orderCheck an order without placing it: Schwab validates it against the account and returns the projected value, commission and buying-power effect, plus any rejects, reviews or warnings.
  • Replace orderReplace a working order with a new one — Schwab cancels the original and creates a new order with a new id, returned as orderId from the Location header.
  • Search instrumentsLook up instruments by symbol or description, or read their fundamentals — P/E, margins, dividend, market cap, beta.

Triggers

  • Order status changedStarts when an order in a Schwab account changes status or fills further — a new order appears, a working order fills, part-fills, is cancelled, replaced, rejected or expires.

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