| 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 % | - | - | - | -6.22 % | $324,308 | | | | | | 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 | $4,886,767 | $-594,828 | -10.85 % | $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 | $4,886,767 | $400,243 | 8.92 % | $-6,689 | | | | | | 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 | $4,968,440 | $1,791,791 | 56.40 % | $31,693 | | | | | | 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 | $4,880,558 | $1,587,880 | 48.22 % | $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 | $4,880,558 | $-3,442,776 | -41.36 % | $-1,731,128 | | | | | | 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 | $2,426,471 | $-7,467,153 | -75.47 % | $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 | $2,426,471 | $-5,234,705 | -68.32 % | $-51,646 | | | | | | 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 | $2,402,532 | $-5,578,166 | -69.89 % | $-342,104 | | | | | | 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 | $2,255,186 | $-4,309,603 | -65.64 % | $-54,249 | | | | | | 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 | $2,226,798 | $-3,728,391 | -62.60 % | $3,767,181 | | | | | | 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 | $4,476,764 | $-6,181,094 | -57.99 % | $-3,099,376 | | | | | | 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 | $2,231,988 | $-3,328,834 | -59.86 % | $185,524 | | | | | | 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 | $2,356,382 | $-3,888,145 | -62.26 % | $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 | $2,356,382 | $-3,709,642 | -61.15 % | $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 | $2,356,382 | $-3,155,065 | -57.24 % | $219,911 | | | | | | 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 | $2,520,624 | $-1,712,784 | -40.45 % | $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 | $2,520,624 | $-2,045,712 | -44.79 % | $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 | $2,520,624 | $-705,840 | -21.87 % | $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 | $2,520,624 | $-396,576 | -13.59 % | $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 | $2,520,624 | $-148,512 | -5.56 % | $-148,512 | | | | | | 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 % | - | - | - | 8.23 % | $-191,760 | | | | | | 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 | $2,520,624 | $533,664 | 26.85 % | $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 | $2,520,624 | $426,768 | 20.38 % | $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 | $2,520,624 | $726,240 | 40.47 % | $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 | $2,520,624 | $975,120 | 63.09 % | $-186,420 | | | | | | 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 | $3,002,508 | $1,284,012 | 74.71 % | $-594,450 | | | | | | 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 | $4,392,558 | $1,966,626 | 81.06 % | $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 | $4,392,558 | $2,310,750 | 110.99 % | $2,310,750 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Suncor Energy Inc |
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