| Filed | As-Of/On | Form | Fullname | Symbol | Country | Industry | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypothetical Return | Hypothetical Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
History |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 96,188 | Added More | 1,900 | 2.01 % | $4,481,399 | $4,833,447 | $352,048 | 7.85 % | $6,954 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2009-08-03 | 2009-06-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 94,288 | No Change | 0 | 0 % | $4,802,088 | $4,737,972 | $-64,116 | -1.33 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2009-05-04 | 2009-03-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 94,288 | Added More | 87 | 0.09 % | $3,292,537 | $4,737,972 | $1,445,435 | 43.90 % | $1,334 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2009-02-13 | 2008-12-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 94,201 | Sold Some | -853 | -0.89 % | $2,268,360 | $4,733,600 | $2,465,240 | 108.67 % | $-22,323 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2008-11-06 | 2008-09-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 95,054 | Added More | 1,437 | 1.53 % | $3,389,626 | $4,776,464 | $1,386,838 | 40.91 % | $20,966 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2008-08-14 | 2008-06-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 93,617 | Added More | 1,210 | 1.30 % | $4,163,148 | $4,704,254 | $541,106 | 12.99 % | $6,994 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2008-05-14 | 2008-03-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 92,407 | Added More | 4,113 | 4.65 % | $4,572,298 | $4,643,452 | $71,153 | 1.55 % | $3,167 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2008-02-14 | 2007-12-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 88,294 | Added More | 2,086 | 2.41 % | $4,774,940 | $4,436,774 | $-338,166 | -7.08 % | $-7,989 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2007-11-14 | 2007-09-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 86,208 | Added More | 942 | 1.10 % | $5,119,893 | $4,331,952 | $-787,941 | -15.38 % | $-8,610 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2007-08-10 | 2007-06-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 85,266 | Added More | 2,991 | 3.63 % | $5,227,658 | $4,284,617 | $-943,042 | -18.03 % | $-33,080 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2007-05-15 | 2007-03-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 82,275 | No Change | 0 | 0 % | $5,203,071 | $4,134,319 | $-1,068,752 | -20.54 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2007-02-14 | 2006-12-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 82,275 | No Change | 0 | 0 % | $5,047,571 | $4,134,319 | $-913,253 | -18.09 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2006-11-14 | 2006-09-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 82,275 | No Change | 0 | 0 % | $5,081,304 | $4,134,319 | $-946,985 | -18.63 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2006-08-14 | 2006-06-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 82,275 | No Change | 0 | 0 % | $4,613,159 | $4,134,319 | $-478,841 | -10.37 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2006-05-15 | 2006-03-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 82,275 | No Change | 0 | 0 % | $4,588,477 | $4,134,319 | $-454,158 | -9.89 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2006-02-14 | 2005-12-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 82,275 | Sold Some | -5,443 | -6.20 % | $4,787,582 | $4,134,319 | $-653,264 | -13.64 % | $43,217 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2005-11-10 | 2005-09-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 87,718 | Sold Some | -5,498 | -5.89 % | $4,268,358 | $4,407,830 | $139,472 | 3.26 % | $-8,742 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2005-08-08 | 2005-06-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 93,216 | Added More | 5,928 | 6.79 % | $4,520,044 | $4,684,104 | $164,060 | 3.62 % | $10,433 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2005-05-05 | 2005-03-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 87,288 | Sold Some | -8,637 | -9.00 % | $3,928,833 | $4,386,222 | $457,389 | 11.64 % | $-45,258 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2005-02-10 | 2004-12-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 95,925 | Sold Some | -3,888 | -3.89 % | $4,309,910 | $4,820,231 | $510,321 | 11.84 % | $-20,684 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 99,813 | New Holding | 99,813 | 100 % | $4,879,858 | $5,015,603 | $135,746 | 2.78 % | $135,746 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2004-08-13 | 2004-06-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 0 | Sold All | -101,313 | -100 % | - | - | - | 23.64 % | $-973,618 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2004-05-12 | 2004-03-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 101,313 | Added More | 1,500 | 1.50 % | $3,718,187 | $5,090,978 | $1,372,791 | 36.92 % | $20,325 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2004-02-13 | 2003-12-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 99,813 | No Change | 0 | 0 % | $4,299,944 | $5,015,603 | $715,659 | 16.64 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2003-11-14 | 2003-09-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 99,813 | No Change | 0 | 0 % | $3,879,731 | $5,015,603 | $1,135,872 | 29.27 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2003-08-12 | 2003-06-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 99,813 | No Change | 0 | 0 % | $3,146,106 | $5,015,603 | $1,869,497 | 59.42 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2003-05-14 | 2003-03-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 99,813 | Sold Some | -6,800 | -6.37 % | $2,959,455 | $5,015,603 | $2,056,148 | 69.47 % | $-140,080 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2003-02-11 | 2002-12-31 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 106,613 | No Change | 0 | 0 % | $2,813,517 | $5,357,303 | $2,543,786 | 90.41 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
| 2002-11-14 | 2002-09-30 | 13F-HR | Bank Of Montreal | BMO | CA | Commer Banks Non-Us | 106,613 | New Holding | 106,613 | 100 % | $2,622,680 | $5,357,303 | $2,734,623 | 104.26 % | $2,734,623 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Bank Of Montreal |
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