Charles Schwab Investment Advisory, Inc. Ishares Barclays 20+ Year Trea Transaction History

Charles Schwab Investment Advisory, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$136.74 - $171.29 $144 Million - $180 Million	-1,050,424 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$134.91 - $145.99 $46.8 Million - $50.6 Million	346,930 Added 49.32%	1,050,424 $142 Million
Q3 2019 Nov 14, 2019	SELL	$130.07 - $147.8 $128 Million - $146 Million	-984,944 Reduced 58.33%	703,494 $101 Million
Q2 2019 Aug 12, 2019	BUY	$122.21 - $132.9 $77.1 Million - $83.8 Million	630,734 Added 59.63%	1,688,438 $224 Million
Q1 2019 May 14, 2019	SELL	$118.66 - $126.56 $6.87 Million - $7.32 Million	-57,862 Reduced 5.19%	1,057,704 $134 Million
Q4 2018 Feb 13, 2019	SELL	$112.0 - $121.51 $6.53 Million - $7.08 Million	-58,291 Reduced 4.97%	1,115,566 $136 Million
Q3 2018 Nov 14, 2018	SELL	$116.61 - $122.75 $4.87 Million - $5.13 Million	-41,781 Reduced 3.44%	1,173,857 $138 Million
Q2 2018 Aug 09, 2018	BUY	$116.21 - $122.24 $141 Million - $149 Million	1,215,638 New	1,215,638 $148 Million

1,353

479M

148M

145M

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