CSWM
TCHP icon

Cassady Schiller Wealth Management’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Cassady Schiller Wealth Management’s Portfolio TCHP Stock Details TCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-164
Closed -$4.57K – 481
2023
Q2 		$4.57K Hold
164
– – ﹤0.01% 389
2023
Q1 		$3.93K Sell
164
-86
-34% -$1.93K ﹤0.01% 372
2022
Q4 		$5.16K Buy
+250
New +$5.32K ﹤0.01% 364
2022
Q1 		– Sell
-250
Closed -$8K – 541
2021
Q4 		$8K Buy
+250
New +$8.32K ﹤0.01% 334

Other funds holding TCHP

GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $236M AUM 22.35% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Cassady Schiller Wealth Management's TCHP Position: Q3 2023 in Review

Cassady Schiller Wealth Management sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q3 2023, closing a stake of 164 shares — an estimated $4.57K sold.

Cassady Schiller Wealth Management first reported a position in TCHP in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 68 funds tracked by Wall St. Rank hold TCHP as of Q3 2023.

  • Cassady Schiller Wealth Management reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 164 T. Rowe Price Blue Chip Growth ETF shares in Q3 2023, an estimated $4.57K.
  • Cassady Schiller Wealth Management first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2021 and held it in 4 quarters.
  • Cassady Schiller Wealth Management's T. Rowe Price Blue Chip Growth ETF position peaked at $8K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q3 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.