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Disclosery

FOSTER & MOTLEY INC: SCHR position timeline

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

FOSTER & MOTLEY INC held 1,408,799 SCHR 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 1,408,799 shares
    Change vs previous 13F +267,083 shares

    1.6% of the 13F portfolio, value $34,741,000.

    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 1,141,716 shares
    Change vs previous 13F +19,401 shares

    1.47% of the 13F portfolio, value $28,440,000.

    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 1,122,315 shares
    Change vs previous 13F -51,608 shares

    1.5% of the 13F portfolio, value $28,148,000.

    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 1,173,923 shares
    Change vs previous 13F -11,699 shares

    1.59% of the 13F portfolio, value $29,501,000.

    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 1,185,622 shares
    Change vs previous 13F -146,948 shares

    1.71% of the 13F portfolio, value $29,676,000.

    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 1,332,570 shares
    Change vs previous 13F -13,003 shares

    2.09% of the 13F portfolio, value $33,128,000.

    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 1,345,573 shares
    Change vs previous 13F +701,677 shares

    2.13% of the 13F portfolio, value $32,684,000.

    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 643,896 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $32,581,000.

    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).