| 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 | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 0 | Sold All | -158,199 | -100 % | - | - | - | 8.04 % | $-419,227 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2009-08-03 | 2009-06-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 158,199 | No Change | 0 | 0 % | $5,481,595 | $5,630,302 | $148,707 | 2.71 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 158,199 | Sold Some | -2,644 | -1.64 % | $4,486,524 | $5,630,302 | $1,143,779 | 25.49 % | $-19,116 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2009-02-13 | 2008-12-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 160,843 | Added More | 2,845 | 1.80 % | $3,176,649 | $5,724,402 | $2,547,753 | 80.20 % | $45,065 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2008-11-06 | 2008-09-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 157,998 | No Change | 0 | 0 % | $3,292,678 | $5,623,149 | $2,330,471 | 70.77 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2008-08-14 | 2008-06-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 157,998 | Added More | 79,446 | 101.13 % | $8,323,335 | $5,623,149 | $-2,700,186 | -32.44 % | $-1,357,732 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2008-05-14 | 2008-03-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 78,552 | No Change | 0 | 0 % | $9,893,624 | $2,795,666 | $-7,097,959 | -71.74 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2008-02-14 | 2007-12-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 78,552 | Added More | 775 | 0.99 % | $7,661,177 | $2,795,666 | $-4,865,511 | -63.50 % | $-48,004 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2007-11-14 | 2007-09-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 77,777 | Added More | 4,770 | 6.53 % | $7,980,698 | $2,768,083 | $-5,212,615 | -65.31 % | $-319,685 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2007-08-10 | 2007-06-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 73,007 | Added More | 919 | 1.27 % | $6,564,789 | $2,598,319 | $-3,966,470 | -60.42 % | $-49,929 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2007-05-15 | 2007-03-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 72,088 | Sold Some | -72,838 | -50.25 % | $5,955,190 | $2,565,612 | $-3,389,578 | -56.91 % | $3,424,843 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2007-02-14 | 2006-12-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 144,926 | Added More | 72,670 | 100.57 % | $10,657,858 | $5,157,916 | $-5,499,942 | -51.60 % | $-2,757,827 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2006-11-14 | 2006-09-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 72,256 | Sold Some | -4,027 | -5.27 % | $5,560,822 | $2,571,591 | $-2,989,231 | -53.75 % | $166,597 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2006-08-14 | 2006-06-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 76,283 | No Change | 0 | 0 % | $6,244,526 | $2,714,912 | $-3,529,614 | -56.52 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2006-05-15 | 2006-03-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 76,283 | No Change | 0 | 0 % | $6,066,024 | $2,714,912 | $-3,351,112 | -55.24 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2006-02-14 | 2005-12-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 76,283 | Sold Some | -5,317 | -6.51 % | $5,511,447 | $2,714,912 | $-2,796,535 | -50.74 % | $194,921 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2005-11-10 | 2005-09-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 81,600 | No Change | 0 | 0 % | $4,233,408 | $2,904,144 | $-1,329,264 | -31.39 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2005-08-08 | 2005-06-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 81,600 | No Change | 0 | 0 % | $4,566,336 | $2,904,144 | $-1,662,192 | -36.40 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2005-05-05 | 2005-03-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 81,600 | No Change | 0 | 0 % | $3,226,464 | $2,904,144 | $-322,320 | -9.98 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2005-02-10 | 2004-12-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 81,600 | No Change | 0 | 0 % | $2,917,200 | $2,904,144 | $-13,056 | -0.44 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 81,600 | New Holding | 81,600 | 100 % | $2,669,136 | $2,904,144 | $235,008 | 8.80 % | $235,008 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2004-08-13 | 2004-06-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 0 | Sold All | -81,600 | -100 % | - | - | - | 24.70 % | $-575,280 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2004-05-12 | 2004-03-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 81,600 | No Change | 0 | 0 % | $1,986,960 | $2,904,144 | $917,184 | 46.16 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2004-02-13 | 2003-12-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 81,600 | No Change | 0 | 0 % | $2,093,856 | $2,904,144 | $810,288 | 38.69 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2003-11-14 | 2003-09-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 81,600 | No Change | 0 | 0 % | $1,794,384 | $2,904,144 | $1,109,760 | 61.84 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2003-08-12 | 2003-06-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 81,600 | Sold Some | -15,600 | -16.04 % | $1,545,504 | $2,904,144 | $1,358,640 | 87.90 % | $-259,740 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2003-05-14 | 2003-03-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 97,200 | Sold Some | -45,000 | -31.64 % | $1,718,496 | $3,459,348 | $1,740,852 | 101.30 % | $-805,950 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2003-02-11 | 2002-12-31 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 142,200 | No Change | 0 | 0 % | $2,425,932 | $5,060,898 | $2,634,966 | 108.61 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
| 2002-11-14 | 2002-09-30 | 13F-HR | Suncor Energy Inc | SU | US | Oil Comp-Integrated | 142,200 | New Holding | 142,200 | 100 % | $2,081,808 | $5,060,898 | $2,979,090 | 143.10 % | $2,979,090 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
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