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FOSTER & MOTLEY INC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on SCHF, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 3,260,047 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,260,047 shares
    Change vs previous 13F +147,701 shares

    4.16% of the 13F portfolio, value $90,303,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,112,346 shares
    Change vs previous 13F +13,360 shares

    3.97% of the 13F portfolio, value $77,031,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,098,986 shares
    Change vs previous 13F +536 shares

    3.97% of the 13F portfolio, value $74,500,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,098,450 shares
    Change vs previous 13F -11,858 shares

    3.89% of the 13F portfolio, value $72,132,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,110,308 shares
    Change vs previous 13F -84,351 shares

    3.97% of the 13F portfolio, value $68,738,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,194,659 shares
    Change vs previous 13F +31,702 shares

    3.98% of the 13F portfolio, value $63,190,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,162,957 shares
    Change vs previous 13F +1,659,572 shares

    3.81% of the 13F portfolio, value $58,515,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,503,385 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $61,819,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).