PAS


Click here for a complete list of operations.

getTransactionHistory

Get transaction history. Dates are in the format yyyy-mm-dd.

Test

To test the operation using the HTTP POST protocol, click the 'Invoke' button.
Parameter Value
sessionID:
dateStart:
dateEnd:

SOAP 1.1

The following is a sample SOAP 1.1 request and response. The placeholders shown need to be replaced with actual values.

POST /pas.asmx HTTP/1.1
Host: apa-sdda.retirement.schwabrt.com
Content-Type: text/xml; charset=utf-8
Content-Length: length
SOAPAction: "http://sdda.schwabrt.com/getTransactionHistory"

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <getTransactionHistory xmlns="http://sdda.schwabrt.com/">
      <sessionID>string</sessionID>
      <dateStart>string</dateStart>
      <dateEnd>string</dateEnd>
    </getTransactionHistory>
  </soap:Body>
</soap:Envelope>
HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <getTransactionHistoryResponse xmlns="http://sdda.schwabrt.com/">
      <getTransactionHistoryResult>
        <TransactionHistDTO>
          <ProcessDate>dateTime</ProcessDate>
          <FundID>int</FundID>
          <FundName>string</FundName>
          <SourceID>int</SourceID>
          <SourceName>string</SourceName>
          <TranTypeID>int</TranTypeID>
          <TranTypeName>string</TranTypeName>
          <Amount>decimal</Amount>
          <Price>decimal</Price>
          <Units>decimal</Units>
          <InitiatedBy>int</InitiatedBy>
          <TaxDescription>string</TaxDescription>
          <FundPosition>int</FundPosition>
          <SBSRecordIndicator>int</SBSRecordIndicator>
        </TransactionHistDTO>
        <TransactionHistDTO>
          <ProcessDate>dateTime</ProcessDate>
          <FundID>int</FundID>
          <FundName>string</FundName>
          <SourceID>int</SourceID>
          <SourceName>string</SourceName>
          <TranTypeID>int</TranTypeID>
          <TranTypeName>string</TranTypeName>
          <Amount>decimal</Amount>
          <Price>decimal</Price>
          <Units>decimal</Units>
          <InitiatedBy>int</InitiatedBy>
          <TaxDescription>string</TaxDescription>
          <FundPosition>int</FundPosition>
          <SBSRecordIndicator>int</SBSRecordIndicator>
        </TransactionHistDTO>
      </getTransactionHistoryResult>
    </getTransactionHistoryResponse>
  </soap:Body>
</soap:Envelope>

HTTP GET

The following is a sample HTTP GET request and response. The placeholders shown need to be replaced with actual values.

GET /pas.asmx/getTransactionHistory?sessionID=string&dateStart=string&dateEnd=string HTTP/1.1
Host: apa-sdda.retirement.schwabrt.com

HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfTransactionHistDTO xmlns="http://sdda.schwabrt.com/">
  <TransactionHistDTO>
    <ProcessDate>dateTime</ProcessDate>
    <FundID>int</FundID>
    <FundName>string</FundName>
    <SourceID>int</SourceID>
    <SourceName>string</SourceName>
    <TranTypeID>int</TranTypeID>
    <TranTypeName>string</TranTypeName>
    <Amount>decimal</Amount>
    <Price>decimal</Price>
    <Units>decimal</Units>
    <InitiatedBy>int</InitiatedBy>
    <TaxDescription>string</TaxDescription>
    <FundPosition>int</FundPosition>
    <SBSRecordIndicator>int</SBSRecordIndicator>
  </TransactionHistDTO>
  <TransactionHistDTO>
    <ProcessDate>dateTime</ProcessDate>
    <FundID>int</FundID>
    <FundName>string</FundName>
    <SourceID>int</SourceID>
    <SourceName>string</SourceName>
    <TranTypeID>int</TranTypeID>
    <TranTypeName>string</TranTypeName>
    <Amount>decimal</Amount>
    <Price>decimal</Price>
    <Units>decimal</Units>
    <InitiatedBy>int</InitiatedBy>
    <TaxDescription>string</TaxDescription>
    <FundPosition>int</FundPosition>
    <SBSRecordIndicator>int</SBSRecordIndicator>
  </TransactionHistDTO>
</ArrayOfTransactionHistDTO>

HTTP POST

The following is a sample HTTP POST request and response. The placeholders shown need to be replaced with actual values.

POST /pas.asmx/getTransactionHistory HTTP/1.1
Host: apa-sdda.retirement.schwabrt.com
Content-Type: application/x-www-form-urlencoded
Content-Length: length

sessionID=string&dateStart=string&dateEnd=string
HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfTransactionHistDTO xmlns="http://sdda.schwabrt.com/">
  <TransactionHistDTO>
    <ProcessDate>dateTime</ProcessDate>
    <FundID>int</FundID>
    <FundName>string</FundName>
    <SourceID>int</SourceID>
    <SourceName>string</SourceName>
    <TranTypeID>int</TranTypeID>
    <TranTypeName>string</TranTypeName>
    <Amount>decimal</Amount>
    <Price>decimal</Price>
    <Units>decimal</Units>
    <InitiatedBy>int</InitiatedBy>
    <TaxDescription>string</TaxDescription>
    <FundPosition>int</FundPosition>
    <SBSRecordIndicator>int</SBSRecordIndicator>
  </TransactionHistDTO>
  <TransactionHistDTO>
    <ProcessDate>dateTime</ProcessDate>
    <FundID>int</FundID>
    <FundName>string</FundName>
    <SourceID>int</SourceID>
    <SourceName>string</SourceName>
    <TranTypeID>int</TranTypeID>
    <TranTypeName>string</TranTypeName>
    <Amount>decimal</Amount>
    <Price>decimal</Price>
    <Units>decimal</Units>
    <InitiatedBy>int</InitiatedBy>
    <TaxDescription>string</TaxDescription>
    <FundPosition>int</FundPosition>
    <SBSRecordIndicator>int</SBSRecordIndicator>
  </TransactionHistDTO>
</ArrayOfTransactionHistDTO>