Sc&H Financial Advisors, Inc. Reduced Holdings in Q3 2025

Sc&H Financial Advisors, Inc.

  • $548 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-9.79K
- 21.91%
$285.05 - $309.14 $2.79M - $3.03M
34.9K $10.7M
DFAX
Dimensional ETF Tr
-70.4K
- 27.02%
$29.25 - $31.56 $2.06M - $2.22M
190K $5.97M
VIG
Vanguard Dividend Appreciation

ETFs
-5.01K
- 34.61%
N/A
9.46K $1.72M
AVUV
American Centy ETF Tr Avantis

ETFs
-10.3K
- 19.77%
$90.37 - $102.12 $931K - $1.05M
41.8K $4.16M
WMT
Walmart Inc.

Consumer Defensive
-4.2K
- 41.99%
$94.4 - $104.27 $396K - $438K
5.8K $597K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-15.7K
- 14.76%
$29.2 - $32.74 $458K - $514K
90.6K $2.89M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.7K
- 8.97%
$620.67 - $670.08 $1.06M - $1.14M
17.3K $11.6M
PG
Procter & Gamble CO

Consumer Defensive
-1.14K
- 19.35%
$150.47 - $161.22 $171K - $183K
4.74K $727K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-6.85K
- 28.28%
$35.76 - $37.93 $245K - $260K
17.4K $656K
COST
Costco Wholesale Corp

Consumer Defensive
-33
- 1.23%
$915.95 - $994.57 $30.2K - $32.8K
2.66K $2.46M
CEG
Constellation Energy Corp

Utilities
-492
- 35.7%
$298.82 - $354.89 $147K - $175K
886 $291K
TROW
Price T Rowe Group Inc

Financial Services
-1.69K
- 44.56%
$98.67 - $111.52 $167K - $188K
2.1K $215K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.68K
- 25.67%
$60.9 - $70.75 $102K - $119K
4.86K $303K
V
Visa Inc.

Financial Services
-134
- 2.13%
$332.09 - $358.86 $44.5K - $48.1K
6.15K $2.1M
ADBE
Adobe Inc.

Technology
-222
- 23.62%
$333.65 - $392.1 $74.1K - $87K
718 $253K
MKC
Mccormick & CO Inc

Consumer Defensive
-200
- 2.33%
$64.3 - $77.17 $12.9K - $15.4K
8.38K $560K
CTAS
Cintas Corp

Industrials
-32
- 0.7%
$199.29 - $226.27 $6.38K - $7.24K
4.53K $930K
META
Meta Platforms, Inc.

Communication Services
-105
- 5.38%
$695.21 - $791.73 $73K - $83.1K
1.85K $1.36M
IEMG
Ishares Inc

ETFs
-1.56K
- 5.2%
N/A
28.4K $1.53M
AMZN
Amazon Com Inc

Consumer Cyclical
-319
- 5.75%
$211.65 - $238.24 $67.5K - $76K
5.23K $1.15M
VOE
Vanguard Mid Cap Value Index F

ETFs
-882
- 9.57%
$164.63 - $174.58 $145K - $154K
8.33K $1.45M
VB
Vanguard Small Cap ETF

ETFs
-580
- 10.77%
$237.58 - $259.17 $138K - $150K
4.8K $1.22M
VT
Vanguard Total World Stk Index

ETFs
-1.48K
- 9.13%
$128.41 - $138.03 $190K - $204K
14.7K $2.03M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-2.23K
- 18.66%
$22.9 - $24.1 $51.1K - $53.8K
9.73K $232K
SBUX
Starbucks Corp

Consumer Cyclical
-330
- 12.15%
$81.9 - $96.86 $27K - $32K
2.39K $201K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.06K
- 19.93%
$49.43 - $54.52 $52.6K - $58K
4.27K $231K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-433
- 6.77%
$136.48 - $142.97 $59.1K - $61.9K
5.96K $834K
KO
Coca Cola CO

Consumer Defensive
-180
- 4.61%
$65.67 - $71.67 $11.8K - $12.9K
3.73K $247K
MSFT
Microsoft Corp

Technology
-712
- 4.24%
$491.09 - $535.64 $350K - $381K
16.1K $8.33M
BAC
Bank Of America Corp

Financial Services
-936
- 11.59%
$44.92 - $52.42 $42K - $49.1K
7.14K $368K
AEP
American Electric Power CO Inc

Utilities
-394
- 10.38%
$103.26 - $115.0 $40.7K - $45.3K
3.4K $382K
AVSF
American Centy ETF Tr Avantis

ETFs
-233
- 1.15%
$46.71 - $47.3 $10.9K - $11K
20K $945K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-125
- 2.37%
$78.96 - $80.04 $9.87K - $10K
5.14K $411K
LOW
Lowes Companies Inc

Consumer Cyclical
-349
- 12.17%
$215.01 - $273.02 $75K - $95.3K
2.52K $632K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-516
- 4.4%
$87.29 - $93.61 $45K - $48.3K
11.2K $1.05M
REET
Ishares Global Reit ETF

ETFs
-4.31K
- 3.41%
$24.45 - $25.91 $105K - $112K
122K $3.12M
AVGE
American Centy ETF Tr Avantis
-862
- 3.07%
N/A
27.3K $0
Dimensional ETF Trust
-28.4K
- 5.04%
N/A
534K $0
Dimensional ETF Trust
-1.44K
- 3.88%
N/A
35.8K $0
Dimensional ETF Trust
-14.5K
- 23.34%
N/A
47.5K $0
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-41
- 0.56%
$48.31 - $48.93 $1.98K - $2.01K
7.33K $358K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-75
- 2.79%
$459.11 - $506.91 $34.4K - $38K
2.62K $1.32M
VBR
Vanguard Small Cap Value ETF

ETFs
-472
- 6.05%
$195.41 - $212.37 $92.2K - $100K
7.33K $1.53M
VXF
Vanguard Extended Market ETF

ETFs
-250
- 5.95%
$193.58 - $213.07 $48.4K - $53.3K
3.95K $827K
VCIT
Vanguard Intermediate Term Cor

ETFs
-171
- 0.57%
$81.75 - $84.54 $14K - $14.5K
29.9K $2.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18
- 2.36%
$567.77 - $614.76 $10.2K - $11.1K
745 $456K
NVDA
Nvidia Corp

Technology
-1.28K
- 13.88%
$153.3 - $186.58 $196K - $238K
7.92K $1.48M
JNJ
Johnson & Johnson

Healthcare
-143
- 8.89%
$155.17 - $185.42 $22.2K - $26.5K
1.47K $271K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-267
- 3.67%
$108.46 - $120.63 $29K - $32.2K
7.01K $833K
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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