Overview Stock Plan Services Stock Plan Services
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Customized reporting of real-time data

Our Web tools give you the flexibility to generate pre-configured reports or to customize reports. Schwab enables you to customize pre-existing reports by re-configuring report templates based on the needs of your organization.

Our technology will provide you with timely, accurate information whenever you need it.

A Sampling of Schwab Reporting Capabilities

On-demand real-time trading reports
  • Participant Exercises
  • Exercise List
  • Expiring Option Report
  • Sale Pending Report (outstanding limit orders)
  • Grant Acceptance Report
  • Grant List
On-demand real-time recordkeeping reports from Schwab EquiView®

Activity Reports
  • Participant
  • Grant / Award
  • Cancellation
  • Exercise Transaction
  • Lapse Transaction
  • Lapse Schedule
  • Vest Schedule
  • Disposition
  • Expiring Options
  • Payroll
  • Changes Audit
Daily Reports
  • Exercise Transaction
  • Lapse Transaction
  • DVP / DWAC Exercise
  • DVP / DWAC Lapse
Monthly / Quarterly / Annual Reports
  • Grant / Award
  • Exercise Transaction
  • Lapse Transaction
  • Disposition
  • Shares Delivered
  • Cancellation
  • Roll Forward
Notifications / Statements
  • Grant / Award
  • Exercise / Lapse
  • Upcoming Lapse
  • Expiring Options
  • Terminations
  • Disposition Surveys
Corporate
  • Plan Summary
  • Proxy Reports
  • Plan Summary Statement
  • Capital Accounts Reconciliation

Co-Sourced Administration

Whether you choose to completely outsource your administration to Schwab or retain certain functions in-house, Schwab Co-Sourced Administration makes it easy to build the right solution for your company.