Sc&H Financial Advisors, Inc. Sells in Q1 2025

Sc&H Financial Advisors, Inc.

  • $468 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-187
- 1.0%
$554.06 - $615.85 $104K - $115K
18.5K $10.4M
AVUV
American Centy ETF Tr Avantis

ETFs
-863
- 1.66%
$84.95 - $100.62 $73.3K - $86.8K
51.2K $4.47M
GOOGL
Alphabet Inc.

Communication Services
-255
- 1.89%
$154.33 - $206.19 $39.4K - $52.6K
13.2K $2.04M
ACN
Accenture PLC

Technology
-657
- 40.26%
$300.91 - $398.25 $198K - $262K
975 $304K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.01K
- 4.52%
$120.29 - $134.6 $121K - $135K
21.2K $2.59M
AVGO
Broadcom Inc.

Technology
-100
- 3.05%
$167.43 - $244.7 $16.7K - $24.5K
3.18K $531K
VTI
Vanguard Total Stock Market Et

ETFs
-99
- 0.85%
$271.18 - $303.12 $26.8K - $30K
11.6K $3.19M
UPS
United Parcel Service Inc

Industrials
-1K
- 18.96%
$109.66 - $136.26 $110K - $136K
4.27K $469K
SPY
Spdr S&P 500 ETF Trust

ETFs
-31
- 0.48%
$551.42 - $612.93 $17.1K - $19K
6.47K $3.62M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.08K
- 16.48%
$68.32 - $75.06 $210K - $231K
15.6K $1.17M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.55K
- 12.67%
$39.4 - $42.61 $100K - $108K
17.5K $708K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-392
- 25.08%
$168.84 - $202.89 $66.2K - $79.5K
1.17K $205K
PG
Procter & Gamble CO

Consumer Defensive
-600
- 9.27%
$158.56 - $176.26 $95.1K - $106K
5.87K $1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.02K
- 25.24%
$65.27 - $71.18 $66.4K - $72.5K
3.02K $200K
ES
Eversource Energy

Utilities
-1.01K
- 18.22%
$55.63 - $63.8 $55.9K - $64.1K
4.51K $280K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.18K
- 9.84%
$23.03 - $25.01 $27.1K - $29.5K
10.8K $254K
IXUS
Ishares Tr

ETFs
-1K
- 7.59%
$65.06 - $72.31 $65.3K - $72.5K
12.2K $853K
REET
Ishares Global Reit ETF

ETFs
-1.75K
- 1.36%
$23.24 - $25.16 $40.6K - $44K
127K $3.09M
Lam Research Corp
-95
- 1.04%
N/A
9.01K $0
VNQ
Vanguard Specialized Funds Van

ETFs
-12
- 0.46%
$85.55 - $94.34 $1.03K - $1.13K
2.62K $237K
AVSF
American Centy ETF Tr Avantis

ETFs
-161
- 0.8%
$45.96 - $46.74 $7.4K - $7.53K
19.8K $927K
VCIT
Vanguard Intermediate Term Cor

ETFs
-450
- 1.49%
$79.17 - $82.04 $35.6K - $36.9K
29.7K $2.43M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-101
- 1.3%
$40.27 - $42.11 $4.07K - $4.25K
7.69K $323K
AVIG
American Centy ETF Tr Avantis

ETFs
-1.07K
- 1.67%
$40.06 - $41.55 $43K - $44.6K
63.2K $2.62M
UNH
Unitedhealth Group Inc

Healthcare
-31
- 1.36%
$461.52 - $548.18 $14.3K - $17K
2.24K $1.18M
ABBV
Abb Vie Inc.

Healthcare
-30
- 2.5%
$169.2 - $216.66 $5.08K - $6.5K
1.17K $244K
JNJ
Johnson & Johnson

Healthcare
-14
- 0.71%
$142.06 - $167.7 $1.99K - $2.35K
1.95K $322K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-403
- 3.25%
$74.85 - $84.89 $30.2K - $34.2K
12K $979K
AVDE
American Centy ETF Tr Avantis

ETFs
-1.96K
- 0.58%
$60.63 - $68.55 $119K - $135K
336K $22.3M
Activity Summary
Buys All Purchases 67 New Holdings 4 Increased Positions 63 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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