FOSTER & MOTLEY INC SCHF Holdings History

Number of Shares
3.19 Mil
Current Holdings Value*
$63.19 Mil
% of Portfolio
3.98%
Total Estimate Gain
$-11.32 Mil
% of Total Estimate Gain
-13.06%

FOSTER & MOTLEY INC's Schwab International Equity ETF Holding Summary

As of 2025-03-31, FOSTER & MOTLEY INC held 3.19 Mil shares of Schwab International Equity ETF(SCHF), totaling $63.19 Mil. This investment constitutes 3.98% of their stock portfolio, and FOSTER & MOTLEY INC now holds 0.15% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2015Q4. And since then FOSTER & MOTLEY INC has made 20 purchases of SCHF, at an average price of $25.82, for a total of 3.36 Mil shares. In addition, there have been 11 sales at an average price of $32.99 for 162,387.00 shares. Based on historical transaction data and SCHF's current price of $21.92, FOSTER & MOTLEY INC's estimated gain on his SCHF holdings is $-11.32 Mil, reflecting a -13.06% gain to date.

FOSTER & MOTLEY INC SCHF ($21.92) Holding Chart

FOSTER & MOTLEY INC SCHF ($21.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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