Sc&H Financial Advisors, Inc. Reduced Holdings in Q4 2025

Sc&H Financial Advisors, Inc.

  • $567 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-8.05K
- 23.07%
$301.9 - $317.98 $2.43M - $2.56M
26.8K $8.33M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-36.1K
- 39.89%
$30.55 - $32.35 $1.1M - $1.17M
54.5K $1.71M
AVUS
American Centy ETF Tr Avantis

ETFs
-10.1K
- 1.59%
$105.96 - $111.17 $1.07M - $1.13M
628K $68.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-924
- 5.35%
$656.2 - $690.71 $606K - $638K
16.3K $11M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-11.7K
- 25.26%
$32.32 - $33.89 $379K - $397K
34.7K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
-666
- 25.88%
$358.03 - $397.02 $238K - $264K
1.91K $682K
AVDE
American Centy ETF Tr Avantis

ETFs
-10.1K
- 2.95%
$77.65 - $81.2 $782K - $818K
332K $26.6M
AVLV
American Centy ETF Tr Avantis
-4.51K
- 19.19%
$70.14 - $73.74 $316K - $333K
19K $1.38M
REET
Ishares Global Reit ETF

ETFs
-7.37K
- 6.03%
$24.8 - $26.02 $183K - $192K
115K $2.89M
ATO
Atmos Energy Corp

Utilities
-1.37K
- 48.48%
$168.85 - $179.19 $231K - $245K
1.46K $254K
MA
Mastercard Inc

Financial Services
-140
- 4.91%
$536.85 - $580.45 $75.2K - $81.3K
2.71K $1.46M
AVGO
Broadcom Inc.

Technology
-614
- 17.97%
$324.63 - $385.98 $199K - $237K
2.8K $960K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1K
- 1.3%
$55.75 - $58.83 $56K - $59.1K
76.2K $4.34M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.8K
- 11.55%
$70.3 - $73.05 $126K - $131K
13.7K $989K
AVUV
American Centy ETF Tr Avantis

ETFs
-713
- 1.71%
$95.19 - $100.66 $67.9K - $71.8K
41.1K $4.01M
ZTS
Zoetis Inc.

Healthcare
-519
- 23.19%
$118.8 - $147.53 $61.7K - $76.6K
1.72K $204K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.37K
- 5.41%
$78.65 - $79.19 $108K - $108K
23.9K $1.88M
IWD
Ishares Russell 1000 Val ETF

ETFs
-493
- 18.67%
$199.44 - $208.01 $98.3K - $103K
2.15K $439K
BX
Blackstone Inc.

Financial Services
-173
- 7.83%
$138.42 - $168.45 $23.9K - $29.1K
2.04K $281K
NNN
National Retail Properties, Inc.

Real Estate
-2.07K
- 26.49%
$39.65 - $42.98 $82.1K - $89K
5.74K $236K
VCIT
Vanguard Intermediate Term Cor

ETFs
-923
- 3.09%
$83.45 - $84.82 $77K - $78.3K
29K $2.42M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-881
- 18.12%
$55.57 - $63.17 $49K - $55.7K
3.98K $221K
MKC
Mccormick & CO Inc

Consumer Defensive
-642
- 7.66%
$63.83 - $68.91 $41K - $44.2K
7.74K $505K
IWM
Ishares Russell 2000 ETF

ETFs
-95
- 2.7%
$236.79 - $250.33 $22.5K - $23.8K
3.42K $811K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-601
- 5.36%
$92.24 - $96.56 $55.4K - $58K
10.6K $1.01M
AWK
American Water Works Company, Inc.

Utilities
-80
- 2.99%
$125.97 - $145.43 $10.1K - $11.6K
2.59K $341K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-321
- 1.41%
$142.79 - $150.05 $45.8K - $48.2K
22.4K $3.28M
AVSF
American Centy ETF Tr Avantis

ETFs
-525
- 2.62%
$46.97 - $47.33 $24.7K - $24.8K
19.5K $918K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-147
- 1.06%
$63.25 - $66.24 $9.3K - $9.74K
13.7K $881K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-61
- 1.02%
$136.06 - $140.64 $8.3K - $8.58K
5.9K $815K
VNQ
Vanguard Specialized Funds Van

ETFs
-38
- 1.36%
$88.13 - $92.69 $3.35K - $3.52K
2.76K $247K
DHR
Danaher Corp

Healthcare
-144
- 13.27%
$202.46 - $223.01 $29.2K - $32.1K
941 $207K
MTD
Mettler Toledo International Inc

Healthcare
-30
- 14.93%
$1273.67 - $1447.81 $38.2K - $43.4K
171 $239K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-86
- 0.88%
$23.07 - $24.16 $1.98K - $2.08K
9.65K $226K
Dimensional ETF Trust
-3.29K
- 6.92%
N/A
44.2K $0
EW
Edwards Lifesciences Corp

Healthcare
-300
- 8.67%
$72.65 - $86.3 $21.8K - $25.9K
3.16K $272K
CEG
Constellation Energy Corp

Utilities
-7
- 0.79%
$335.74 - $401.43 $2.35K - $2.81K
879 $297K
AVDV
American Centy ETF Tr Avantis

ETFs
-52
- 0.3%
$87.37 - $90.92 $4.54K - $4.73K
17.4K $1.57M
GOOG
Alphabet Inc.

Communication Services
-1.15K
- 12.5%
$237.49 - $291.74 $274K - $336K
8.07K $2.3M
DFAX
Dimensional ETF Tr
-1.91K
- 1.0%
$30.71 - $32.34 $58.6K - $61.7K
188K $6.03M
GOOGL
Alphabet Inc.

Communication Services
-1.32K
- 10.01%
$236.57 - $291.31 $313K - $386K
11.9K $3.29M
IEFA
Ishares Tr

ETFs
-782
- 0.65%
$86.09 - $89.88 $67.3K - $70.3K
119K $10.6M
Activity Summary
Buys All Purchases 91 New Holdings 15 Increased Positions 76 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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