• 13F History

SC&H Financial Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$484M
Signature - Title
Caitlin Garner - Chief Compliance Officer
Location
Sparks, MD
Summary
This page shows a list of all the recent 13F filings made by SC&H Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SC&H Financial Advisors, Inc. reported 148 stock holdings with total value $484M as of Q4 2024. Top holdings included DFAC, AVUS, DFAU, DFUS, and AVDE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 148 $484M +$38.6M -$4.92M +$33.7M DFAC, AVUS, DFAU, DFUS, AVDE 13F-HR 1/28/2025, 12:29 PM
Q3 2024 153 $458M +$26.7M -$1.74M +$25M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 10/24/2024, 05:58 PM
Q2 2024 144 $408M +$23.5M -$3.28M +$20.2M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 8/1/2024, 06:09 PM
Q1 2024 143 $384M +$19.4M -$4.47M +$15M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 5/2/2024, 01:11 PM
Q4 2023 138 $347M +$24.3M -$8.64M +$15.7M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 2/1/2024, 03:21 PM
Q3 2023 130 $301M +$14M -$3.08M +$10.9M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 10/30/2023, 11:58 AM
Q2 2023 136 $303M +$18.5M -$2.19M +$16.3M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 8/7/2023, 01:40 PM
Q1 2023 131 $274M +$29.3M -$7.52M +$21.8M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 5/12/2023, 10:23 AM
Q4 2022 125 $241M +$28.1M -$4.08M +$24M DFAC, AVUS, AVDE, DFAU, DFAI 13F-HR 2/10/2023, 03:18 PM
Q3 2022 126 $200M +$17.1M -$11.2M +$5.92M DFAC, AVUS, AVDE, DFAU, VV 13F-HR 11/9/2022, 01:46 PM
Q2 2022 134 $214M +$48.9M -$7.5M +$41.4M DFAC, AVUS, DFAI, AVDE, VV 13F-HR 8/10/2022, 05:09 PM
Q1 2022 149 $210M +$45.2M -$4.21M +$41M DFAC, AVUS, VV, AVDE, IVV 13F-HR 5/10/2022, 03:37 PM
Q4 2021 151 $181M DFAC, VV, IVV, AVUS, AAPL 13F-HR 2/10/2022, 03:11 PM