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Disclosery

FOSTER & MOTLEY INC: SCHH position timeline

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

FOSTER & MOTLEY INC held 944,793 SCHH 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 944,793 shares
    Change vs previous 13F -45,265 shares

    1.03% of the 13F portfolio, value $22,373,000.

    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 990,058 shares
    Change vs previous 13F +24,363 shares

    1.1% of the 13F portfolio, value $21,276,000.

    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 965,695 shares
    Change vs previous 13F +4,724 shares

    1.08% of the 13F portfolio, value $20,173,000.

    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 960,971 shares
    Change vs previous 13F +6,352 shares

    1.12% of the 13F portfolio, value $20,728,000.

    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 954,619 shares
    Change vs previous 13F +34,069 shares

    1.17% of the 13F portfolio, value $20,200,000.

    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 920,550 shares
    Change vs previous 13F +15,884 shares

    1.25% of the 13F portfolio, value $19,801,000.

    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 904,666 shares
    Change vs previous 13F +6,633 shares

    1.24% of the 13F portfolio, value $19,052,000.

    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 898,033 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $20,807,000.

    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).