| 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 | Public Storage | PSA | US | Reits-Storage | 447,256 | Added More | 250,409 | 127.20 % | $33,982,511 | $35,154,322 | $1,171,811 | 3.44 % | $656,072 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2009-08-03 | 2009-06-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 196,847 | Added More | 10,700 | 5.74 % | $14,485,971 | $15,472,174 | $986,203 | 6.80 % | $53,607 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2009-05-04 | 2009-03-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 186,147 | Sold Some | -850 | -0.45 % | $12,797,606 | $14,631,154 | $1,833,548 | 14.32 % | $-8,373 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2009-02-13 | 2008-12-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 186,997 | Added More | 10,500 | 5.94 % | $10,756,067 | $14,697,964 | $3,941,897 | 36.64 % | $221,340 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2008-11-06 | 2008-09-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 176,497 | No Change | 0 | 0 % | $12,640,715 | $13,872,664 | $1,231,949 | 9.74 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2008-08-14 | 2008-06-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 176,497 | No Change | 0 | 0 % | $15,503,496 | $13,872,664 | $-1,630,832 | -10.51 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2008-05-14 | 2008-03-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 176,497 | Added More | 4,500 | 2.61 % | $15,505,261 | $13,872,664 | $-1,632,597 | -10.52 % | $-41,625 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2008-02-14 | 2007-12-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 171,997 | Added More | 1,643 | 0.96 % | $12,653,819 | $13,518,964 | $865,145 | 6.83 % | $8,264 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2007-11-14 | 2007-09-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 170,354 | Added More | 1,105 | 0.65 % | $13,137,700 | $13,389,824 | $252,124 | 1.91 % | $1,635 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2007-08-10 | 2007-06-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 169,249 | Sold Some | -11,438 | -6.33 % | $12,114,843 | $13,302,971 | $1,188,128 | 9.80 % | $-80,295 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2007-05-15 | 2007-03-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 180,687 | Added More | 2,300 | 1.28 % | $15,849,864 | $14,201,998 | $-1,647,865 | -10.39 % | $-20,976 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2007-02-14 | 2006-12-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 178,387 | Sold Some | -824 | -0.45 % | $19,677,870 | $14,021,218 | $-5,656,652 | -28.74 % | $26,129 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2006-11-14 | 2006-09-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 179,211 | Added More | 40,223 | 28.93 % | $15,795,658 | $14,085,985 | $-1,709,673 | -10.82 % | $-383,727 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2006-08-14 | 2006-06-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 138,988 | Sold Some | -756 | -0.54 % | $11,592,989 | $10,924,457 | $-668,532 | -5.76 % | $3,636 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2006-05-15 | 2006-03-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 139,744 | Sold Some | -4,701 | -3.25 % | $10,424,902 | $10,983,878 | $558,976 | 5.36 % | $-18,804 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2006-02-14 | 2005-12-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 144,445 | Added More | 1,706 | 1.19 % | $10,833,375 | $11,353,377 | $520,002 | 4.80 % | $6,142 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2005-11-10 | 2005-09-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 142,739 | Added More | 69,000 | 93.57 % | $9,779,049 | $11,219,285 | $1,440,237 | 14.72 % | $696,210 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2005-08-08 | 2005-06-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 73,739 | Sold Some | -1,600 | -2.12 % | $4,494,392 | $5,795,885 | $1,301,493 | 28.95 % | $-28,240 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2005-05-05 | 2005-03-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 75,339 | Sold Some | -3,661 | -4.63 % | $4,524,860 | $5,921,645 | $1,396,785 | 30.86 % | $-67,875 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2005-02-10 | 2004-12-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 79,000 | No Change | 0 | 0 % | $4,393,190 | $6,209,400 | $1,816,210 | 41.34 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Public Storage | PSA | US | Reits-Storage | 79,000 | New Holding | 79,000 | 100 % | $4,319,720 | $6,209,400 | $1,889,680 | 43.74 % | $1,889,680 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2004-08-13 | 2004-06-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 0 | Sold All | -79,000 | -100 % | - | - | - | 64.91 % | $-2,444,260 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2004-05-12 | 2004-03-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 79,000 | Added More | 100 | 0.12 % | $3,190,810 | $6,209,400 | $3,018,590 | 94.60 % | $3,821 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2004-02-13 | 2003-12-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 78,900 | Added More | 2,500 | 3.27 % | $3,810,081 | $6,201,540 | $2,391,459 | 62.76 % | $75,775 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2003-11-14 | 2003-09-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 76,400 | Added More | 3,000 | 4.08 % | $3,359,308 | $6,005,040 | $2,645,732 | 78.75 % | $103,890 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2003-08-12 | 2003-06-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 73,400 | Added More | 5,800 | 8.57 % | $2,740,022 | $5,769,240 | $3,029,218 | 110.55 % | $239,366 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2003-05-14 | 2003-03-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 67,600 | Added More | 200 | 0.29 % | $2,308,540 | $5,313,360 | $3,004,820 | 130.16 % | $8,890 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2003-02-11 | 2002-12-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 67,400 | Added More | 500 | 0.74 % | $2,102,206 | $5,297,640 | $3,195,434 | 152.00 % | $23,705 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2002-11-14 | 2002-09-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 66,900 | Added More | 62,800 | 1531.70 % | $2,070,555 | $5,258,340 | $3,187,785 | 153.95 % | $2,992,420 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2001-05-23 | 2001-03-31 | 13F-HR/A | Public Storage | PSA | US | Reits-Storage | 4,100 | Added More | 900 | 28.12 % | $112,668 | $322,260 | $209,592 | 186.02 % | $46,008 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2000-05-12 | 2000-03-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 3,200 | Added More | 400 | 14.28 % | $71,008 | $251,520 | $180,512 | 254.21 % | $22,564 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 2000-02-11 | 1999-12-31 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 2,800 | Added More | 400 | 16.66 % | $62,328 | $220,080 | $157,752 | 253.09 % | $22,536 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 1999-11-12 | 1999-09-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 2,400 | Added More | 700 | 41.17 % | $54,816 | $188,640 | $133,824 | 244.13 % | $39,032 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
| 1999-08-12 | 1999-06-30 | 13F-HR | Public Storage | PSA | US | Reits-Storage | 1,700 | New Holding | 1,700 | 100 % | $41,140 | $133,620 | $92,480 | 224.79 % | $92,480 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Public Storage |
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