Long-term investor
Sc&h Financial Advisors, Inc. @schfinancialadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001907898).
Record
- Tracked since 2025-06-30 (472 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days -0.6% · 6 months +0.2% · 1 year +0.6% · all +0.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 13.9% · long · since 2025-09-30
- 025072885 · 11.6% · long · since 2025-09-30
- 25434V104 · 6.6% · long · since 2025-09-30
- 25434V203 · 5.5% · long · since 2025-09-30
- 25434V401 · 5.4% · long · since 2025-09-30
- 25434V799 · 5.3% · long · since 2025-09-30
- 25434V591 · 4.9% · long · since 2025-09-30
- 025072604 · 4.4% · long · since 2025-09-30
- 025072703 · 4.1% · long · since 2025-09-30
- 25434V864 · 3.6% · long · since 2025-09-30
- 25434V302 · 2.4% · long · since 2025-09-30
- AAPL · 1.8% · long · since 2025-09-30