FOSTER & MOTLEY INC: SCHP position timeline

FOSTER & MOTLEY INC held 1,101,719 SCHP 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 1,101,719 shares

   Change vs previous 13F +119,249 shares

   1.34% of the 13F portfolio, value $29,196,000.

   13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 982,470 shares

   Change vs previous 13F +78,870 shares

   1.35% of the 13F portfolio, value $26,144,000.

   13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 903,600 shares

   Change vs previous 13F +53,032 shares

   1.28% of the 13F portfolio, value $23,936,000.

   13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 850,568 shares

   Change vs previous 13F +18,379 shares

   1.24% of the 13F portfolio, value $22,923,000.

   13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 832,189 shares

   Change vs previous 13F +20,045 shares

   1.28% of the 13F portfolio, value $22,203,000.

   13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 812,144 shares

   Change vs previous 13F +71,236 shares

   1.38% of the 13F portfolio, value $21,839,000.

   13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 740,908 shares

   Change vs previous 13F +371,889 shares

   1.24% of the 13F portfolio, value $19,138,000.

   13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 369,019 shares

   Change vs previous 13F not available

   1.26% of the 13F portfolio, value $19,791,000.

   13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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