| 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 | Unisource Energy Corp | UNS | US | Electric-Integrated | 104,329 | Added More | 35,512 | 51.60 % | $3,105,874 | $3,080,835 | $-25,039 | -0.80 % | $-8,523 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2009-08-03 | 2009-06-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 68,817 | No Change | 0 | 0 % | $1,942,704 | $2,032,166 | $89,462 | 4.60 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2009-05-04 | 2009-03-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 68,817 | Added More | 7,800 | 12.78 % | $1,835,349 | $2,032,166 | $196,817 | 10.72 % | $22,308 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2009-02-13 | 2008-12-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 61,017 | Sold Some | -6,100 | -9.08 % | $1,590,103 | $1,801,832 | $211,729 | 13.31 % | $-21,167 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2008-11-06 | 2008-09-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 67,117 | No Change | 0 | 0 % | $1,653,092 | $1,981,965 | $328,873 | 19.89 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2008-08-14 | 2008-06-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 67,117 | Added More | 13,400 | 24.94 % | $2,157,812 | $1,981,965 | $-175,847 | -8.14 % | $-35,108 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2008-05-14 | 2008-03-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 53,717 | Sold Some | -2,625 | -4.65 % | $1,754,397 | $1,586,263 | $-168,134 | -9.58 % | $8,216 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2008-02-14 | 2007-12-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 56,342 | No Change | 0 | 0 % | $1,577,013 | $1,663,779 | $86,767 | 5.50 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2007-11-14 | 2007-09-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 56,342 | Added More | 1,900 | 3.48 % | $1,740,968 | $1,663,779 | $-77,189 | -4.43 % | $-2,603 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2007-08-10 | 2007-06-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 54,442 | Added More | 2,825 | 5.47 % | $1,552,141 | $1,607,672 | $55,531 | 3.57 % | $2,882 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2007-05-15 | 2007-03-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 51,617 | No Change | 0 | 0 % | $1,984,157 | $1,524,250 | $-459,907 | -23.17 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2007-02-14 | 2006-12-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 51,617 | No Change | 0 | 0 % | $1,953,703 | $1,524,250 | $-429,453 | -21.98 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2006-11-14 | 2006-09-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 51,617 | No Change | 0 | 0 % | $1,867,503 | $1,524,250 | $-343,253 | -18.38 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2006-08-14 | 2006-06-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 51,617 | No Change | 0 | 0 % | $1,745,171 | $1,524,250 | $-220,921 | -12.65 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2006-05-15 | 2006-03-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 51,617 | Sold Some | -8,932 | -14.75 % | $1,570,189 | $1,524,250 | $-45,939 | -2.92 % | $7,949 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2006-02-14 | 2005-12-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 60,549 | Sold Some | -1,900 | -3.04 % | $1,854,616 | $1,788,012 | $-66,604 | -3.59 % | $2,090 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2005-11-10 | 2005-09-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 62,449 | Sold Some | -600 | -0.95 % | $1,957,776 | $1,844,119 | $-113,657 | -5.80 % | $1,092 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2005-08-08 | 2005-06-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 63,049 | Sold Some | -3,100 | -4.68 % | $2,001,806 | $1,861,837 | $-139,969 | -6.99 % | $6,882 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2005-05-05 | 2005-03-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 66,149 | Sold Some | -14,531 | -18.01 % | $2,017,545 | $1,953,380 | $-64,165 | -3.18 % | $14,095 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2005-02-10 | 2004-12-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 80,680 | Sold Some | -5,800 | -6.70 % | $2,501,080 | $2,382,480 | $-118,600 | -4.74 % | $8,526 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Unisource Energy Corp | UNS | US | Electric-Integrated | 86,480 | New Holding | 86,480 | 100 % | $2,045,252 | $2,553,754 | $508,502 | 24.86 % | $508,502 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2004-08-13 | 2004-06-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 0 | Sold All | -91,480 | -100 % | - | - | - | 20.28 % | $-455,570 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2004-05-12 | 2004-03-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 91,480 | Added More | 3,800 | 4.33 % | $2,248,578 | $2,701,404 | $452,826 | 20.13 % | $18,810 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2004-02-13 | 2003-12-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 87,680 | Added More | 2,100 | 2.45 % | $2,142,022 | $2,589,190 | $447,168 | 20.87 % | $10,710 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2003-11-14 | 2003-09-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 85,580 | Sold Some | -4,000 | -4.46 % | $1,678,224 | $2,527,177 | $848,954 | 50.58 % | $-39,680 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2003-08-12 | 2003-06-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 89,580 | No Change | 0 | 0 % | $1,617,815 | $2,645,297 | $1,027,483 | 63.51 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2003-05-14 | 2003-03-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 89,580 | Sold Some | -4,300 | -4.58 % | $1,597,211 | $2,645,297 | $1,048,086 | 65.61 % | $-50,310 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2003-02-11 | 2002-12-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 93,880 | Sold Some | -3,000 | -3.09 % | $1,511,468 | $2,772,276 | $1,260,808 | 83.41 % | $-40,290 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2002-11-14 | 2002-09-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 96,880 | Added More | 5,500 | 6.01 % | $1,628,553 | $2,860,866 | $1,232,314 | 75.66 % | $69,960 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2001-05-23 | 2001-03-31 | 13F-HR/A | Unisource Energy Corp | UNS | US | Electric-Integrated | 91,380 | Added More | 38,000 | 71.18 % | $2,220,534 | $2,698,451 | $477,917 | 21.52 % | $198,740 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2000-05-12 | 2000-03-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 53,380 | No Change | 0 | 0 % | $827,390 | $1,576,311 | $748,921 | 90.51 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 2000-02-11 | 1999-12-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 53,380 | Added More | 16,000 | 42.80 % | $730,772 | $1,576,311 | $845,539 | 115.70 % | $253,440 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 1999-11-12 | 1999-09-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 37,380 | No Change | 0 | 0 % | $422,768 | $1,103,831 | $681,064 | 161.09 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 1999-08-12 | 1999-06-30 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 37,380 | Added More | 700 | 1.90 % | $448,186 | $1,103,831 | $655,645 | 146.28 % | $12,278 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
| 1999-05-14 | 1999-03-31 | 13F-HR | Unisource Energy Corp | UNS | US | Electric-Integrated | 36,680 | No Compare | - | - % | $398,712 | $1,083,160 | $684,449 | 171.66 % | | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Unisource Energy Corp |
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