Bulk Actions
Portfolio-scale control
CoreLiquidate position groups or cancel working orders in one coordinated action, with exact counts in the confirmation step and role permissions respected throughout.
Bulk close positions
From the Positions page or floating Quick Trading window, close exactly the subset you intend: liquidate all, buys only, sells only, equity vs options, calls vs puts. Each action routes through market orders with a live count before you confirm.
- ✓Liquidate all positions
- ✓Close buys or sells only
- ✓Filter equity vs options
- ✓Close calls or puts only
Bulk cancel orders
Cancel working orders in batch from the Orders page: all, buy/sell side, equity/option asset class, or put/call. Filled, expired, and rejected orders are never touched.
- ✓Cancel all working orders
- ✓BUY / SELL side filters
- ✓EQUITY / OPTION asset filters
- ✓PUT / CALL option filters
Three entry points
Bulk controls appear where you already manage risk: the Positions table, Orders table, and the floating Quick Trading panel. Same confirmation step and count logic everywhere.
- ✓Positions page bulk actions
- ✓Orders page bulk cancel bar
- ✓Quick Trading panel in the floating sidebar
- ✓Widget shortcuts on sidebar positions and orders
Safety by design
Every bulk action shows the exact number of positions or orders affected before you confirm. Permissions gate who may flatten or cancel at portfolio scale, including multi-account layouts.
- ✓Confirmation step with live counts
- ✓Role permissions enforced
- ✓Market-order routing for closes
- ✓No effect on filled or expired orders
How it works
Open Positions or Orders (or the floating panel) and apply the view you need.
Pick liquidate subset or cancel working orders.
Review the exact number affected in the confirmation step.
Orders route through the same Schwab path as singles.
Who it is for
Liquidate all or options-only exposure in one click before the close.
Cancel all working orders or close buys when macro news hits and speed matters.
Apply the same bulk filter logic across linked accounts from one surface.