| 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 | Walter Industries Inc | WLT | US | Coal | 28,175 | No Change | 0 | 0 % | $1,834,193 | $1,967,460 | $133,268 | 7.26 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2009-08-03 | 2009-06-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 28,175 | Added More | 2,080 | 7.97 % | $1,451,858 | $1,967,460 | $515,603 | 35.51 % | $38,064 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 26,095 | No Change | 0 | 0 % | $756,233 | $1,822,214 | $1,065,981 | 140.95 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2009-02-13 | 2008-12-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 26,095 | Added More | 2,000 | 8.30 % | $559,738 | $1,822,214 | $1,262,476 | 225.54 % | $96,760 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2008-11-06 | 2008-09-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 24,095 | No Change | 0 | 0 % | $733,934 | $1,682,554 | $948,620 | 129.25 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2008-08-14 | 2008-06-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 24,095 | Sold Some | -63,915 | -72.62 % | $2,056,026 | $1,682,554 | $-373,473 | -18.16 % | $990,683 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2008-05-14 | 2008-03-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 88,010 | Sold Some | -4,900 | -5.27 % | $7,714,077 | $6,145,738 | $-1,568,338 | -20.33 % | $87,318 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2008-02-14 | 2007-12-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 92,910 | Added More | 2,300 | 2.53 % | $4,272,002 | $6,487,905 | $2,215,904 | 51.87 % | $54,855 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2007-11-14 | 2007-09-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 90,610 | Added More | 1,500 | 1.68 % | $3,149,604 | $6,327,296 | $3,177,693 | 100.89 % | $52,605 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2007-08-10 | 2007-06-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 89,110 | Added More | 68,695 | 336.49 % | $2,119,036 | $6,222,551 | $4,103,516 | 193.65 % | $3,163,405 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2007-05-15 | 2007-03-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 20,415 | Added More | 3,000 | 17.22 % | $566,108 | $1,425,579 | $859,472 | 151.82 % | $126,300 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2007-02-14 | 2006-12-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 17,415 | No Change | 0 | 0 % | $425,623 | $1,216,089 | $790,467 | 185.72 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2006-11-14 | 2006-09-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 17,415 | No Change | 0 | 0 % | $706,701 | $1,216,089 | $509,389 | 72.07 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2006-08-14 | 2006-06-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 17,415 | Sold Some | -2,312 | -11.71 % | $818,853 | $1,216,089 | $397,236 | 48.51 % | $-52,737 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2006-05-15 | 2006-03-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 19,727 | Sold Some | -39,587 | -66.74 % | $1,324,274 | $1,377,536 | $53,263 | 4.02 % | $-106,885 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2006-02-14 | 2005-12-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 59,314 | No Change | 0 | 0 % | $3,872,018 | $4,141,897 | $269,879 | 6.96 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2005-11-10 | 2005-09-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 59,314 | Sold Some | -313,500 | -84.09 % | $2,717,767 | $4,141,897 | $1,424,129 | 52.40 % | $-7,527,135 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2005-08-08 | 2005-06-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 372,814 | Sold Some | -11,000 | -2.86 % | $15,572,441 | $26,033,602 | $10,461,161 | 67.17 % | $-308,660 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2005-05-05 | 2005-03-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 383,814 | Sold Some | -5,086 | -1.30 % | $13,936,286 | $26,801,732 | $12,865,445 | 92.31 % | $-170,483 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2005-02-10 | 2004-12-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 388,900 | Sold Some | -3,500 | -0.89 % | $14,350,410 | $27,156,887 | $12,806,477 | 89.24 % | $-115,255 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Walter Industries Inc | WLT | US | Coal | 392,400 | New Holding | 392,400 | 100 % | $7,977,492 | $27,401,292 | $19,423,800 | 243.48 % | $19,423,800 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2004-08-13 | 2004-06-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 0 | Sold All | -105,600 | -100 % | - | - | - | 416.87 % | $-5,947,392 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2004-05-12 | 2004-03-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 105,600 | Added More | 8,700 | 8.97 % | $1,272,480 | $7,374,048 | $6,101,568 | 479.50 % | $502,686 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2004-02-13 | 2003-12-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 96,900 | Sold Some | -6,800 | -6.55 % | $1,161,831 | $6,766,527 | $5,604,696 | 482.40 % | $-393,312 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2003-11-14 | 2003-09-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 103,700 | Sold Some | -4,700 | -4.33 % | $1,258,918 | $7,241,371 | $5,982,453 | 475.20 % | $-271,143 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2003-08-12 | 2003-06-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 108,400 | No Change | 0 | 0 % | $1,279,120 | $7,569,572 | $6,290,452 | 491.77 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2003-05-14 | 2003-03-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 108,400 | Sold Some | -4,400 | -3.90 % | $1,166,384 | $7,569,572 | $6,403,188 | 548.97 % | $-259,908 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2003-02-11 | 2002-12-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 112,800 | Sold Some | -7,000 | -5.84 % | $1,134,768 | $7,876,824 | $6,742,056 | 594.13 % | $-418,390 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2002-11-14 | 2002-09-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 119,800 | Added More | 3,000 | 2.56 % | $1,272,276 | $8,365,634 | $7,093,358 | 557.53 % | $177,630 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2001-05-23 | 2001-03-31 | 13F-HR/A | Walter Industries Inc | WLT | US | Coal | 116,800 | Added More | 32,300 | 38.22 % | $1,393,424 | $8,156,144 | $6,762,720 | 485.33 % | $1,870,170 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2000-05-12 | 2000-03-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 84,500 | Added More | 2,000 | 2.42 % | $866,125 | $5,900,635 | $5,034,510 | 581.26 % | $119,160 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 2000-02-11 | 1999-12-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 82,500 | Added More | 20,800 | 33.71 % | $669,900 | $5,760,975 | $5,091,075 | 759.97 % | $1,283,568 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 1999-11-12 | 1999-09-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 61,700 | No Change | 0 | 0 % | $687,955 | $4,308,511 | $3,620,556 | 526.27 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 1999-08-12 | 1999-06-30 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 61,700 | Added More | 900 | 1.48 % | $709,550 | $4,308,511 | $3,598,961 | 507.21 % | $52,497 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
| 1999-05-14 | 1999-03-31 | 13F-HR | Walter Industries Inc | WLT | US | Coal | 60,800 | No Compare | - | - % | $782,496 | $4,245,664 | $3,463,168 | 442.57 % | | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Walter Industries Inc |
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