How-to-configure-Schwab-extension

If you have data coming in from Schwab, then you already entered App and Secret keys in the WL's Schwab configuration, logged in for a Refresh token, and Connected.

More info here: WealthLab F1 > User Guide > Extensions > Schwab >
1. Create an App in Schwab's Development Portal
2. Log into Schwab/Obtain Refresh Token
3. Establish Connection

1) I can see the Schwab icon in the chart window as an alternative to Y!,.
2) The Version information and extensions window also shows Schwab as installed.
3) I was able to get daily $SPX data. Assumed this was from Schwab. But on my other PC where Schwab for WL8 is not yet installed I can see $SPX data as well. So it is coming from somewhere else.
4) I had forgotten to install WebView2. But the installer said it is already installed,
5) I did not get a prompt from WL8 during the extension install process. Do I initiate it? If so where do I go for it?
6) If I recall from TDA one gets a 90 day token (was it called refresh or access?) by tying the developer app with the broker account.
Thanks!

1., 2. You installed the extension.

3. You don't have to assume where the data is from in a chart - the Provider is shown in the status bar. But like any other Historical Provider, you need to enable it in the Data Manager list of Historical Providers.

4. 5., Forget about that.

6. From the WealthLab Help (F1) > User Guide > Extensions > Schwab >
Log into Schwab/Obtain Refresh Token
Open the Data Manager > Historical Providers tab, click on Schwab, and enter your App Key and Secret Key. Next, click the button below to log in or refresh the login token. Schwab's OAuth page will be displayed in which you enter your Schwab account credentials. Click the Allow button to place trades, display account balances, etc. in WealthLab. You'll need to repeat this process every 7 days, minimum.

Thank you!
I was able to get data from Schwab.
BUT: Schwab only sporadically delivers $SPX 1 minute streaming data.
And does not provide 10 second $SPX streaming data.
SPY on the other hand works just fine in these two cases.
Can you please confirm if this is a known situation?
Or if I can do something to make SPX work.
Thanks!

We're not supporting sub-1-Minute bars (or tick bars) for Schwab.
I don't believe they're even available in Schwab's API. Give me a fact check.

Two separate issues
a) $SPX at 1 minute streaming only works sporadically.
It works fine after hours in a back test run
SPY works fine at 1 minute streaming
Not sure if I am using the correct symbol for SPX in Schwab.
My TDA code has $SPX.
Wonder if since SPX is an aggregate number it might be too expensive for Schwab to make it available real time even at 1 minute.

b) $SPX does not work at all at 10 second streaming.
SPY works just fine. I attached a snip of today's data.

I do not know enough about opening a socket for streaming data to do a fact check at Schwab's API for you. With TDA I had a timer tick event where I retrieved a $SPX quote. The timer tick came every 5 seconds. It seems that since SPY ran fine at 10 second streaming your code allows for 10 seoond streaming.

.

Here's a response another customer got about accessing indices in real time - in short, don't count on it!

Per Schwab API Support, dated Wednesday, October 9th, 2024:
For data access, you would be able to request the same symbols that you are able to on schwab.com website. If it is not available on schwab.com website and uses thinkorswim data then it would be delayed by a day.

That was in response to data for composite indices, like $TICK. I haven't looked at $SPX until now, but I was able to get a 1-Minute chart, updated to 4pm today. Anyway, it is what it is - if it doesn't work, then it won't. You can get 10-second bars with IB, using symbol SPX.

Hi,
Can one install the Schwab extension on two PCs?
developer.schwab.com allows individual developers a single app
I'm wondering about the effect of signing on with the same app key and secret key on two PCs.
Thanks!

I use Schwab on two PCs. It seems like if I switch to the other PC then I have to reauthenticate, but it works.

Thank you Paul1986!
This means one can use Schwab access at only one machine at a time.
Since you have experience with Schwab may I ask you another question:
I am having difficulty with streaming 1-minute data for S&P 500 index.
Using $SPX for this purpose. This had worked for TD.
I have no difficulty with afterhours 1-minute $SPX data.

I'll have to get a look at it during market hours, but it looks like streaming $SPX won't work currently because we're only updating Level1Equity ticks for full lots. Indices generally tick with 0 volume, so we'll have to make an exception for "$" symbols.

Thank you!

In my TD Ameritrade scheme, I used $SPX OHLC for 1 minute data. I was constructing OHLC from an SPX quote every 5 seconds, feeding this into an SQL 1-minute OHLC database, WL6 was kicking off a once a minute run when this database was updated.
I also used a quote every 5 seconds to decide when and if to buy and when and if to sell.
I notice Schwab provides OHLC for 10-second SPY.
This is also OK. I can use the Close of this OHLC. And use OHL as well.
If your code change provides OHLC for 1-minute as well as 10-second data this would be fine. But if it takes too much computation to do an OHLC for 10-second data then a quote would be fine too. I realize that in your scheme every bar must be an OHLC. I noticed that in some cases the quote ASCII data was translated into a bar where O=H=L=C. Thanks again for salvaging Schwab for my application.

Thanks a bunch! Will try it on Monday.
I have been coding to Wealth Lab since 2008 or even earlier before C#.
There is a wide variety of tools, some of which I have not gotten to yet.
Strategy monitor is one of them.