Trading

Learn how to develop and implement a trading plan that consists of analyzing the markets, filtering for potential opportunities, assessing risks, executing trades, and evaluating results. 

margin order types forex futures options research technical analysis trading tools
Futures

Looking to the Futures

Crude oil futures (/CLH26) ended the week higher after Russia seemed to downplay any hopes of a near-term settlement of the Ukraine/Russian conflict over territorial issues between the two nations.

Trading

Weekly Trader's Outlook

Stocks are on track for a relatively flat week, but investors may feel a little whipsawed following an early week drop and subsequent recovery on geopolitical volatility.

Investments

Stock Market Terminology: 200+ Investing Definitions

Get definitions for more than 200 common investing terms.

Company Earnings

Q4 Tech Earnings Preview: Leaders, Laggards Shift

Results from tech titans including Microsoft and Apple are on tap soon. Focus remains on cloud growth and spending after some stocks were punished for raising Cap-Ex last quarter.

Company Earnings

Q4 Bank Earnings Preview: Do Results Back Rally?

Big banks begin reporting tomorrow with JPMorgan Chase. Fundamentals may need to be robust to match the sector's recent Wall Street gains, and loan demand could get a close look.

Technical Analysis

How to Use Heikin Ashi Charts

Heikin ashi charts can potentially help traders identify when trends are likely to reverse. Learn how to read these charts and how to use them when trading.

Trading Tools

3 Stock Options Trading Stats on thinkorswim

Learn how three options statistics on thinkorswim—implied and historical volatility, the Sizzle Index, and the put/call ratio—can help traders make more informed decisions.

Options

What Are 0DTE Options? Learn the Basics

Explore the popularity of 0DTE options trading. With increased volume comes tighter spreads but beware of market volatility. Learn about the potential risks and rewards.

Margin

Option Traders: How Portfolio Margin Works

Portfolio margin is available to qualified Schwab clients who have a margin account and meet the requirements. Learn more about what it is, how it works, and the risks involved.

Futures

Contango and Backwardation Explained

The slope of a futures curve—whether in contango or backwardation—can greatly impact the profitability and risk involved in several trading strategies.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.

With long options, investors may lose 100% of funds invested.

Covered calls provide downside protection only to the extent of premiums received, and prevent any profitability above the strike price of the call.

Cryptocurrency- related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.

Futures, futures options and Forex trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

Forex trading involves leverage, carries a substantial level of risk, and is not suitable for all investors. Please read the Risk Disclosure for Forex.

0924-RGR0