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

Sc&H Financial Advisors, Inc.

  • $524 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-205
- 0.51%
$172.42 - $223.89 $35.3K - $45.9K
40.3K $8.28M
UPS
United Parcel Service Inc

Industrials
-1.9K
- 44.47%
$91.92 - $110.2 $175K - $209K
2.37K $239K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-6.74K
- 36.04%
$20.99 - $23.93 $142K - $161K
12K $280K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.17K
- 18.08%
$35.77 - $42.27 $113K - $134K
14.4K $607K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-700
- 9.87%
$121.58 - $136.74 $85.1K - $95.7K
6.39K $867K
JNJ
Johnson & Johnson

Healthcare
-336
- 17.28%
$146.36 - $159.82 $49.2K - $53.7K
1.61K $245K
PAYX
Paychex Inc

Industrials
-100
- 1.69%
$137.01 - $159.78 $13.7K - $16K
5.8K $843K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-207
- 21.34%
$456.74 - $568.03 $94.5K - $118K
763 $433K
MCD
Mcdonalds Corp

Consumer Cyclical
-51
- 2.62%
$285.55 - $321.23 $14.6K - $16.4K
1.89K $552K
SPY
Spdr S&P 500 ETF Trust

ETFs
-680
- 10.52%
$496.48 - $617.85 $338K - $420K
5.79K $3.57M
IYE
Ishares Tr

ETFs
-318
- 5.63%
$40.36 - $49.67 $12.8K - $15.8K
5.34K $241K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-85
- 0.54%
$68.13 - $74.77 $5.79K - $6.36K
15.5K $1.13M
SBUX
Starbucks Corp

Consumer Cyclical
-182
- 6.28%
$79.69 - $99.41 $14.5K - $18.1K
2.72K $248K
BX
Blackstone Inc.

Financial Services
-362
- 14.3%
$120.07 - $151.11 $43.5K - $54.7K
2.17K $324K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-457
- 1.79%
$77.74 - $78.78 $35.5K - $36K
25K $1.97M
AJG
Arthur J. Gallagher & Co.

Financial Services
-9
- 1.09%
$310.86 - $348.77 $2.8K - $3.14K
815 $260K
DHR
Danaher Corp

Healthcare
-30
- 2.69%
$174.64 - $205.16 $5.24K - $6.15K
1.09K $214K
KO
Coca Cola CO

Consumer Defensive
-122
- 3.03%
$68.37 - $73.9 $8.34K - $9.02K
3.91K $276K
IEMG
Ishares Inc

ETFs
-209
- 0.69%
N/A
30K $1.61M
HCA
Hca Healthcare, Inc.

Healthcare
-90
- 11.75%
$317.61 - $387.52 $28.6K - $34.9K
676 $258K
TFC
Truist Financial Corp

Financial Services
-150
- 2.81%
$34.79 - $42.99 $5.22K - $6.45K
5.18K $222K
VBR
Vanguard Small Cap Value ETF

ETFs
-351
- 4.31%
$162.76 - $195.77 $57.1K - $68.7K
7.8K $1.52M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-38
- 1.22%
$81.46 - $94.63 $3.1K - $3.6K
3.07K $290K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-169
- 2.27%
$90.56 - $109.49 $15.3K - $18.5K
7.28K $795K
REET
Ishares Global Reit ETF

ETFs
-782
- 0.61%
$21.59 - $25.16 $16.9K - $19.7K
126K $3.12M
AVLV
American Centy ETF Tr Avantis
-379
- 1.59%
$56.85 - $68.21 $21.5K - $25.9K
23.5K $1.6M
VO
Vanguard Mid Cap ETF

ETFs
-26
- 0.79%
$228.54 - $279.83 $5.94K - $7.28K
3.26K $910K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-246
- 2.05%
$72.96 - $90.39 $17.9K - $22.2K
11.7K $1.05M
IWM
Ishares Russell 2000 ETF

ETFs
-21
- 0.44%
$174.82 - $215.79 $3.67K - $4.53K
4.75K $1.03M
WMT
Walmart Inc.

Consumer Defensive
-233
- 2.28%
$81.79 - $99.98 $19.1K - $23.3K
10K $977K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-198
- 1.26%
$55.54 - $69.09 $11K - $13.7K
15.5K $1.07M
CEG
Constellation Energy Corp

Utilities
-19
- 1.36%
$170.96 - $322.76 $3.25K - $6.13K
1.38K $444K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-806
- 1.41%
$52.31 - $63.72 $42.2K - $51.4K
56.5K $3.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
-175
- 0.23%
$44.8 - $53.97 $7.84K - $9.44K
77.4K $4.18M
VT
Vanguard Total World Stk Index

ETFs
-163
- 0.99%
$103.16 - $128.52 $16.8K - $20.9K
16.2K $2.08M
JPM
Jpmorgan Chase & CO

Financial Services
-150
- 2.1%
$210.28 - $289.91 $31.5K - $43.5K
6.99K $2.03M
GOOGL
Alphabet Inc.

Communication Services
-15
- 0.11%
$144.7 - $178.6 $2.17K - $2.68K
13.2K $2.33M
DFAE
Dimensional ETF Tr

ETFs
-1.45K
- 0.38%
$22.87 - $28.95 $33.2K - $42.1K
378K $10.9M
VV
Vanguard Large Cap ETF

ETFs
-206
- 0.46%
$228.25 - $285.3 $47K - $58.8K
44.7K $12.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-41K
- 1.89%
$29.12 - $35.84 $1.19M - $1.47M
2.13M $76.2M
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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