SC&H Financial Advisors, Inc. Portfolio Holdings
Q3 2025•146 long positions•$612.4M portfolio value
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Holding159 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $82.0M 13.39% | -$6.2K Sold | — 2.1M shares | 2.1M → 2.1M −$6.2K | -0.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $69.3M 11.32% | -$4.1M Sold | — 637.9K shares | 675.5K → 637.9K −$4.1M | -5.56% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $37.2M 6.08% | +$48.5K Bought | — 813.5K shares | 812.5K → 813.5K +$48.5K | +0.13% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $31.2M 5.1% | +$1.3M Bought | — 430.7K shares | 412.3K → 430.7K +$1.3M | +4.46% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $31.0M 5.07% | +$1.3M Bought | — 853.3K shares | 817.7K → 853.3K +$1.3M | +4.35% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $29.9M 4.88% | +$950.9K Bought | — 912.0K shares | 883.0K → 912.0K +$950.9K | +3.28% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $27.1M 4.43% | -$1.4M Sold | — 534.1K shares | 562.5K → 534.1K −$1.4M | -5.04% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $27.0M 4.41% | -$1.3M Sold | — 341.9K shares | 358.1K → 341.9K −$1.3M | -4.53% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $26.8M 4.37% | +$3.2M Bought | — 372.4K shares | 327.3K → 372.4K +$3.2M | +13.76% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $23.6M 3.86% | +$103.9K Bought | — 314.4K shares | 313.1K → 314.4K +$103.9K | +0.44% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $15.3M 2.5% | +$1.8M Bought | — 317.1K shares | 280.6K → 317.1K +$1.8M | +12.99% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $12.6M 2.05% | +$629.8K Bought | — 398.1K shares | 378.1K → 398.1K +$629.8K | +5.28% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.6M 1.89% | -$1.1M Sold | — 17.3K shares | 19.0K → 17.3K −$1.1M | -8.97% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.7M 1.75% | -$3.0M Sold | — 34.9K shares | 44.7K → 34.9K −$3.0M | -21.91% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.5M 1.71% | +$7.7K Bought | — 119.9K shares | 119.8K → 119.9K +$7.7K | +0.07% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $9.5M 1.56% | -$726.0K Sold | 0.0% 37.5K shares | 40.3K → 37.5K −$726.0K | -7.07% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $8.3M 1.36% | -$368.8K Sold | 0.0% 16.1K shares | 16.8K → 16.1K −$368.8K | -4.24% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.2M 1.17% | +$211.7K Bought | — 223.6K shares | 217.0K → 223.6K +$211.7K | +3.04% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.0M 0.974% | -$2.2M Sold | — 190.1K shares | 260.5K → 190.1K −$2.2M | -27.02% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.4M 0.886% | +$777.2K Bought | — 126.8K shares | 108.7K → 126.8K +$777.2K | +16.73% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.5M 0.734% | -$12.5K Sold | — 77.2K shares | 77.4K → 77.2K −$12.5K | -0.28% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.2M 0.679% | -$1.0M Sold | — 41.8K shares | 52.1K → 41.8K −$1.0M | -19.77% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.9M 0.636% | -$155.2K Sold | — 11.9K shares | 12.3K → 11.9K −$155.2K | -3.83% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.8M 0.624% | -$35.3K Sold | — 5.7K shares | 5.8K → 5.7K −$35.3K | -0.92% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.8M 0.623% | -$51.8K Sold | — 55.7K shares | 56.5K → 55.7K −$51.8K | -1.34% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 0.54% | -$11.9K Sold | — 22.7K shares | 22.8K → 22.7K −$11.9K | -0.36% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $3.2M 0.525% | +$5.1K Bought | 0.0% 13.2K shares | 13.2K → 13.2K +$5.1K | +0.16% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 0.51% | -$110.1K Sold | — 122.1K shares | 126.5K → 122.1K −$110.1K | -3.41% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.9M 0.473% | +$124.6K Bought | — 68.8K shares | 65.9K → 68.8K +$124.6K | +4.49% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.9M 0.471% | -$499.8K Sold | — 90.6K shares | 106.3K → 90.6K −$499.8K | -14.76% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.6M 0.432% | +$403.7K Bought | — 26.4K shares | 22.4K → 26.4K +$403.7K | +18.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 0.42% | -$103.7K Sold | — 35.8K shares | 37.2K → 35.8K −$103.7K | -3.88% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.5M 0.41% | -$14.4K Sold | — 29.9K shares | 30.1K → 29.9K −$14.4K | -0.57% | — — | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $2.5M 0.401% | -$30.5K Sold | 0.001% 2.7K shares | 2.7K → 2.7K −$30.5K | -1.23% | $410.27B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.3M 0.371% | -$71.9K Sold | — 27.3K shares | 28.1K → 27.3K −$71.9K | -3.07% | — — | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $2.2M 0.367% | -$191.7K Sold | 0.0% 9.2K shares | 10.0K → 9.2K −$191.7K | -7.87% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $2.2M 0.357% | -$21.4K Sold | 0.0% 6.9K shares | 7.0K → 6.9K −$21.4K | -0.97% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $2.1M 0.343% | -$45.7K Sold | 0.0% 6.2K shares | 6.3K → 6.2K −$45.7K | -2.13% | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $2.0M 0.333% | -$1.1M Sold | — 9.5K shares | 14.5K → 9.5K −$1.1M | -34.61% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.332% | -$203.9K Sold | — 14.7K shares | 16.2K → 14.7K −$203.9K | -9.13% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.0M 0.325% | +$17.4K Bought | — 25.2K shares | 25.0K → 25.2K +$17.4K | +0.88% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 0.315% | +$731.0 Bought | — 5.3K shares | 5.3K → 5.3K +$731.0 | +0.04% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 0.306% | -$102.9K Sold | — 28.4K shares | 30.0K → 28.4K −$102.9K | -5.2% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.8M 0.295% | +$1.3K Bought | — 59.3K shares | 59.3K → 59.3K +$1.3K | +0.07% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.7M 0.286% | +$12.2K Bought | — 64.1K shares | 63.6K → 64.1K +$12.2K | +0.7% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.7M 0.277% | +$4.2K Bought | — 23.5K shares | 23.5K → 23.5K +$4.2K | +0.25% | — — | Q2 2022 Held for 3y 5m | |
Financial - Credit Services Financial Services | $1.6M 0.265% | +$2.3K Bought | 0.0% 2.9K shares | 2.8K → 2.9K +$2.3K | +0.14% | $514.21B Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $1.6M 0.255% | +$3.8K Bought | — 46.4K shares | 46.3K → 46.4K +$3.8K | +0.25% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.255% | -$475.7K Sold | — 47.5K shares | 61.9K → 47.5K −$475.7K | -23.34% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.6M 0.254% | — | — 17.4K shares | — | — | — — | Q4 2021 Held for 3y 11m |
