Sc&H Financial Advisors, Inc. Purchases in Q4 2024

Sc&H Financial Advisors, Inc.

  • $461 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
30.1K
+ 5.13%
$94.36 - $102.06 $2.84M - $3.08M
617K $59.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
50.6K
+ 16.08%
$61.52 - $66.5 $3.11M - $3.36M
365K $23.3M
DFSD
Dimensional ETF Tr Short Durat

ETFs
71.1K
+ 38.76%
$46.75 - $47.8 $3.33M - $3.4M
255K $11.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
68.7K
+ 3.44%
$33.92 - $36.6 $2.33M - $2.51M
2.06M $71.4M
DFAU
Dimensional ETF Tr

ETFs
27.1K
+ 3.85%
$39.27 - $42.38 $1.07M - $1.15M
732K $29.6M
AAPL
Apple Inc.

Technology
2.73K
+ 7.37%
$221.69 - $259.02 $605K - $707K
39.8K $9.96M
DFIC
Dimensional ETF Tr Dimensional

ETFs
93.4K
+ 13.24%
$25.61 - $28.0 $2.39M - $2.61M
799K $20.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
20.3K
+ 28.42%
$41.17 - $43.34 $837K - $881K
91.9K $3.8M
MSFT
Microsoft Corp

Technology
1.51K
+ 9.95%
$406.35 - $454.46 $613K - $686K
16.7K $7.03M
GOOG
Alphabet Inc.

Communication Services
1.6K
+ 22.02%
$163.08 - $198.16 $261K - $317K
8.87K $1.69M
DFAI
Dimensional ETF Tr

ETFs
68.2K
+ 10.62%
$29.0 - $31.6 $1.98M - $2.15M
710K $20.7M
AMZN
Amazon Com Inc

Consumer Cyclical
974
+ 36.34%
$180.88 - $232.93 $176K - $227K
3.65K $801K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.84K
+ 7.42%
$63.58 - $71.15 $244K - $273K
55.5K $3.62M
ACN
Accenture PLC

Technology
657
+ 67.38%
$343.9 - $376.86 $226K - $248K
1.63K $574K
TROW
Price T Rowe Group Inc

Financial Services
1.82K
+ 92.96%
$106.48 - $124.69 $194K - $227K
3.78K $427K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.62K
New
$124.61 - $133.96 $202K - $217K
1.62K $208K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.06%
$205.18 - $250.29 $821 - $1K
7.14K $1.71M
AVUV
American Centy ETF Tr Avantis

ETFs
1.11K
+ 2.18%
$94.37 - $106.41 $105K - $118K
52.1K $5.03M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.15K
+ 2.87%
$54.54 - $61.04 $117K - $131K
77.2K $4.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.92K
+ 16.19%
$61.68 - $67.87 $118K - $130K
13.8K $858K
WMT
Walmart Inc.

Consumer Defensive
103
+ 1.02%
$79.1 - $95.7 $8.15K - $9.86K
10.2K $924K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.72K
+ 3.21%
$30.18 - $33.87 $82.2K - $92.2K
87.6K $2.7M
NVDA
Nvidia Corp

Technology
80
+ 1.6%
$117.0 - $148.88 $9.36K - $11.9K
5.07K $681K
VT
Vanguard Total World Stk Index

ETFs
764
+ 4.6%
$117.09 - $123.07 $89.5K - $94K
17.4K $2.04M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
756
+ 15.64%
$66.67 - $74.08 $50.4K - $56K
5.59K $380K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
644
+ 14.31%
$77.86 - $79.27 $50.1K - $51K
5.14K $401K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.06%
$311.11 - $335.64 $933 - $1.01K
5.27K $1.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
120
+ 4.92%
$442.29 - $483.08 $53.1K - $58K
2.56K $1.16M
VXF
Vanguard Extended Market ETF

ETFs
21
+ 0.5%
$179.17 - $207.15 $3.76K - $4.35K
4.18K $794K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52
+ 10.1%
$521.84 - $558.82 $27.1K - $29.1K
567 $305K
AVLV
American Centy ETF Tr Avantis
106
+ 0.45%
$65.51 - $71.22 $6.94K - $7.55K
23.7K $1.58M
FNDX
Schwab Fundamental U S Large C

ETFs
8.41K
+ 235.79%
$23.49 - $71.77 $197K - $603K
12K $283K
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.06%
$95.27 - $107.82 $191 - $216
3.12K $322K
AVSF
American Centy ETF Tr Avantis

ETFs
776
+ 4.04%
$46.02 - $47.0 $35.7K - $36.5K
20K $922K
JNJ
Johnson & Johnson

Healthcare
285
+ 17.03%
$143.34 - $165.86 $40.9K - $47.3K
1.96K $283K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
549
+ 2.26%
$77.02 - $78.58 $42.3K - $43.1K
24.8K $1.92M
VIG
Vanguard Dividend Appreciation

ETFs
26
+ 0.18%
N/A
14.5K $2.63M
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.08%
$216.13 - $242.4 $865 - $970
4.77K $1.05M
AVGE
American Centy ETF Tr Avantis
563
+ 2.5%
N/A
23.1K $0
Dimensional ETF Trust
6.17K
+ 14.24%
N/A
49.5K $0
Fidelity Covington Trust
26
+ 0.29%
N/A
9.11K $0
Dimensional ETF Trust
148K
+ 456.58%
N/A
181K $0
Lam Research Corp
9.1K
New
N/A
9.1K $0
Dimensional ETF Trust
67.7K
+ 108.15%
N/A
130K $0
Dimensional ETF Trust
3.72K
+ 63.92%
N/A
9.55K $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.07%
$65.67 - $69.79 $197 - $209
4.03K $270K
VDE
Vanguard Energy ETF

ETFs
1
+ 0.04%
$116.67 - $136.78 $117 - $137
2.84K $344K
SYY
Sysco Corp

Consumer Defensive
9
+ 0.29%
$73.63 - $81.77 $663 - $736
3.08K $235K
DUHP
Dimensional ETF Tr Dimensional

ETFs
64
+ 0.3%
$33.62 - $35.69 $2.15K - $2.28K
21.7K $734K
Activity Summary
Buys All Purchases 75 New Holdings 2 Increased Positions 73 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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