Equity Trading

Trades requiring individualized attention. Volume trading in waves. Simple order executions. Schwab Institutional recognizes your trading needs may vary from moment to moment and from client to client. Through personal service and technology, we offer a variety of services for quick, convenient and efficient equity trading.

Critical Exchange

One happens every minute between our Investment Managers and our Equity Trading team. Hand off your order parameters and your dedicated trader expertly capitalizes on time- sensitive buy/sell opportunities. We will loop back with a status, often within minutes, since our national network of veteran floor brokers and affiliate market maker Mayer & Schweitzer, Inc. provide fast entrée to the major exchanges.

Our traders maintain an ongoing dialogue with equity-oriented investment advisors to keep in touch with their evolving interests. We then filter late-breaking national and foreign news and quotes to identify institutional-caliber opportunities aligned with advisors' specific investment strategies.

Online Trading

When self-serve trading is your focus, electronic channels pave the fast track to the market floor:

www.schwabinstitutional.com

We place trading at your fingertips through our client-only Web site. Any authorized trader in your firm can check quotes and balances, place trades, and verify order status directly from their desktop.

Bridge® to the Market

Execute high-speed volume trading with Schwab through our seamless interface on Bridge Institutional Order Entry (IOE) terminals. Trade in waves -- hundreds of block and individual orders at a time -- and deliver orders in seconds to the major exchanges.

Right In Your Back Office

In addition to performing portfolio management activities on a Checkfree APL™ terminal, your firm can conveniently place trades with Schwab. Our seamless interface allows you to electronically send trade lists directly to our equity team, receive intraday price information, and automatically allocate traders.