Sc&H Financial Advisors, Inc. Purchases in Q3 2024

Sc&H Financial Advisors, Inc.

  • $447 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
107K
+ 5.65%
$31.05 - $34.29 $3.31M - $3.66M
2M $68.4M
AVUS
American Centy ETF Tr Avantis

ETFs
36.2K
+ 6.57%
$86.27 - $95.15 $3.12M - $3.45M
587K $55.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
66.5K
+ 10.42%
$25.36 - $28.37 $1.69M - $1.89M
705K $19.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
33.7K
+ 12.02%
$56.04 - $62.2 $1.89M - $2.1M
314K $19.6M
DFAU
Dimensional ETF Tr

ETFs
32.8K
+ 4.87%
$35.8 - $39.69 $1.17M - $1.3M
705K $28M
DFAI
Dimensional ETF Tr

ETFs
36.9K
+ 6.1%
$28.69 - $32.06 $1.06M - $1.18M
642K $20.4M
AVDE
American Centy ETF Tr Avantis

ETFs
10.2K
+ 3.28%
$60.09 - $67.67 $614K - $691K
322K $21.6M
AVEM
American Centy ETF Tr Avantis

ETFs
12.6K
+ 4.99%
$57.2 - $65.59 $722K - $828K
265K $17.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
33.2K
+ 22.07%
$47.0 - $47.84 $1.56M - $1.59M
184K $8.76M
DFAE
Dimensional ETF Tr

ETFs
15.1K
+ 4.72%
$24.46 - $27.82 $370K - $421K
335K $9.18M
AVUV
American Centy ETF Tr Avantis

ETFs
3.83K
+ 8.12%
$88.24 - $99.7 $338K - $382K
51K $4.89M
REET
Ishares Global Reit ETF

ETFs
4.73K
+ 3.86%
$23.07 - $27.17 $109K - $129K
127K $3.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.3K
+ 6.7%
$25.21 - $28.46 $260K - $294K
164K $4.63M
DFAX
Dimensional ETF Tr
5.24K
+ 2.56%
$24.29 - $27.25 $127K - $143K
210K $5.68M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.74K
+ 3.78%
$51.0 - $57.07 $139K - $156K
75.1K $4.18M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.33K
+ 4.73%
$59.25 - $65.33 $138K - $152K
51.7K $3.35M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.39K
+ 4.16%
$28.25 - $31.7 $95.8K - $108K
84.9K $2.61M
NVDA
Nvidia Corp

Technology
1.95K
+ 64.22%
$98.91 - $134.91 $193K - $263K
4.99K $606K
AEP
American Electric Power CO Inc

Utilities
2.21K
New
$87.11 - $104.95 $192K - $232K
2.21K $226K
AIZ
Assurant, Inc.

Financial Services
1.11K
New
$161.28 - $199.95 $179K - $222K
1.11K $220K
LMT
Lockheed Martin Corp

Industrials
375
New
$460.3 - $584.56 $173K - $219K
375 $219K
MO
Altria Group, Inc.

Consumer Defensive
4.25K
New
$45.95 - $54.71 $195K - $233K
4.25K $216K
NSC
Norfolk Southern Corp

Industrials
862
New
$213.75 - $259.69 $184K - $224K
862 $214K
GS
Goldman Sachs Group Inc

Financial Services
431
New
$459.02 - $510.25 $198K - $220K
431 $213K
DTE
Dte Energy CO

Utilities
1.62K
New
$108.67 - $128.41 $176K - $208K
1.62K $208K
VEA
Vanguard Ftse Developed Market

ETFs
3.92K
New
$47.6 - $53.31 $186K - $209K
3.92K $206K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.03%
$517.38 - $573.86 $1.03K - $1.15K
6.77K $3.88M
AVGO
Broadcom Inc.

Technology
3.14K
+ 1318.07%
$136.27 - $1745.86 $427K - $5.48M
3.38K $582K
VTI
Vanguard Total Stock Market Et

ETFs
105
+ 1.03%
$255.18 - $283.2 $26.8K - $29.7K
10.3K $2.93M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.04%
$488.01 - $604.18 $488 - $604
2.39K $1.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.71K
+ 7.6%
$76.38 - $78.87 $131K - $135K
24.3K $1.91M
META
Meta Platforms, Inc.

Communication Services
62
+ 3.42%
$453.41 - $572.44 $28.1K - $35.5K
1.88K $1.07M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
114
+ 0.25%
$30.61 - $34.92 $3.49K - $3.98K
45.7K $1.58M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10
+ 0.04%
$113.41 - $125.62 $1.13K - $1.26K
22.4K $2.81M
VBR
Vanguard Small Cap Value ETF

ETFs
31
+ 0.4%
$179.99 - $201.6 $5.58K - $6.25K
7.82K $1.57M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.1%
$213.3 - $270.78 $640 - $812
2.87K $776K
CTAS
Cintas Corp

Industrials
3.49K
+ 299.91%
$201.38 - $819.83 $704K - $2.86M
4.66K $958K
VCIT
Vanguard Intermediate Term Cor

ETFs
339
+ 1.17%
$79.29 - $84.02 $26.9K - $28.5K
29.3K $2.46M
VT
Vanguard Total World Stk Index

ETFs
163
+ 0.99%
$107.72 - $119.96 $17.6K - $19.6K
16.6K $1.99M
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.05%
$66.91 - $81.4 $335 - $407
10.1K $817K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
29
+ 0.16%
$64.57 - $71.76 $1.87K - $2.08K
18.6K $1.34M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.57K
+ 47.96%
$61.71 - $68.15 $96.7K - $107K
4.83K $327K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.5K
+ 2.6%
$25.23 - $27.94 $37.7K - $41.8K
59.1K $1.64M
AVIG
American Centy ETF Tr Avantis

ETFs
33
+ 0.05%
$40.41 - $42.73 $1.33K - $1.41K
62.4K $2.65M
AVDV
American Centy ETF Tr Avantis

ETFs
91
+ 0.54%
$62.52 - $71.12 $5.69K - $6.47K
17.1K $1.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.06%
$283.28 - $314.39 $850 - $943
5.26K $1.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
87
+ 0.46%
$96.25 - $101.98 $8.37K - $8.87K
19.1K $1.94M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.05%
$105.53 - $118.34 $422 - $473
7.79K $910K
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.34%
$531.86 - $624.21 $2.13K - $2.5K
1.19K $737K
Activity Summary
Buys All Purchases 87 New Holdings 9 Increased Positions 78 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sc&H Financial Advisors, Inc. Portfolio

Follow Sc&H Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email