Equity Award Center


A Holistic Approach to Managing Equity Compensation
See why successful strategies for stock compensation begin with identifying the role that these grants will play in your life.
Stock Options
Discover how the way you manage your stock options determines whether you make or lose money.
Restricted Stock Units (RSUs): The Essential Facts
Understand your RSUs, including basic concepts, vesting schedules, and tax treatment.
RSUs: Tax, Financial, Estate, and Retirement Planning
Learn how you can help maximize the value of your RSUs by understanding the core issues of financial planning for this type of equity compensation.
How Your Stock Award Is Taxed
Know what tax rules apply to you and learn some strategies that can help to reduce your tax burden.
Managing Risk
Find out why it’s important to manage risk through diversification and hedging.

Already have an account? You can log in to find additional articles, calculators, and tools in the Equity Award Knowledge Center. Log in and go to Education & Modeling > Knowledge Center.

Contact Us

Schwab Stock Plan Specialists are available by phone, Monday through Friday, 24 hours a day.

Outside the U.S.:
Call toll-free with an international dialing instructions.

Speak with a Schwab Stock Plan Specialist:


Monday through Friday, 24 hours a day

Outside the U.S.:
Call toll-free using our
international dialing instructions.

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Helpful Links

Understand your Restricted Stock Units?

Explore vesting, options & more.

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