Sc&H Financial Advisors, Inc. Purchases in Q2 2025

Sc&H Financial Advisors, Inc.

  • $524 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
905
+ 8.39%
$20.84 - $24.54 $18.9K - $22.2K
11.7K $287K
AVSF
American Centy ETF Tr Avantis

ETFs
429
+ 2.16%
$46.28 - $47.03 $19.9K - $20.2K
20.3K $953K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19
+ 0.36%
$39.89 - $49.46 $758 - $940
5.34K $264K
PLD
Prologis, Inc.

Real Estate
451
+ 11.99%
$89.76 - $112.34 $40.5K - $50.7K
4.21K $442K
TROW
Price T Rowe Group Inc

Financial Services
5
+ 0.13%
$80.27 - $98.06 $401 - $490
3.79K $365K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.19%
$166.82 - $194.23 $834 - $971
2.64K $511K
ADBE
Adobe Inc.

Technology
32
+ 3.52%
$340.0 - $420.68 $10.9K - $13.5K
940 $363K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.17%
$149.76 - $186.42 $300 - $373
1.17K $218K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
125
+ 2.43%
$77.94 - $79.5 $9.74K - $9.94K
5.27K $418K
VNQ
Vanguard Specialized Funds Van

ETFs
157
+ 5.99%
$79.79 - $91.42 $12.5K - $14.4K
2.78K $247K
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.55%
$335.24 - $380.78 $4.69K - $5.33K
2.56K $938K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
47
+ 0.64%
$47.89 - $48.65 $2.25K - $2.29K
7.37K $358K
DFIP
Dimensional ETF Tr Inflation P

ETFs
86
+ 1.12%
$41.11 - $42.42 $3.54K - $3.65K
7.78K $325K
Dimensional ETF Trust
11K
+ 21.55%
N/A
61.9K $0
Dimensional ETF Trust
885
+ 22.67%
N/A
4.79K $0
Fidelity Covington Trust
48
+ 0.52%
N/A
9.19K $0
Dimensional ETF Trust
154K
+ 88.93%
N/A
327K $0
Dimensional ETF Trust
125K
+ 28.52%
N/A
563K $0
AVGE
American Centy ETF Tr Avantis
3.82K
+ 15.74%
N/A
28.1K $0
Dimensional ETF Trust
12.8K
+ 52.26%
N/A
37.2K $0
Dimensional ETF Trust
10.1K
+ 18.85%
N/A
63.6K $0
Linde PLC
442
New
N/A
442 $0
Lam Research Corp
397
+ 4.41%
N/A
9.4K $0
NOC
Northrop Grumman Corp

Industrials
1
+ 0.19%
$456.3 - $540.39 $456 - $540
540 $269K
AEP
American Electric Power CO Inc

Utilities
14
+ 0.37%
$98.59 - $109.11 $1.38K - $1.53K
3.8K $393K
VDE
Vanguard Energy ETF

ETFs
6
+ 0.21%
$105.87 - $130.56 $635 - $783
2.85K $341K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.02%
$157.66 - $172.39 $158 - $172
5.87K $935K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 2.28%
$483.48 - $539.8 $29K - $32.4K
2.69K $1.31M
UNH
Unitedhealth Group Inc

Healthcare
23
+ 1.02%
$274.35 - $599.47 $6.31K - $13.8K
2.27K $707K
Activity Summary
Buys All Purchases 80 New Holdings 8 Increased Positions 72 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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