Silver Oak Securities’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Silver Oak Securities’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
2026 Q1	$320K	Sell	7,241 -439	-6%	-$20.8K	0.02%	579
2025 Q4	$386K	Sell	7,680 -271	-3%	-$13.4K	0.03%	539
2025 Q3	$389K	Sell	7,951 -27,600	-78%	-$1.3M	0.03%	500
2025 Q2	$1.61M	Buy	35,551 +25,658	+259%	+$1.04M	0.13%	165
2025 Q1	$377K	Sell	9,893 -22,025	-69%	-$917K	0.03%	439
2024 Q4	$1.36M	Buy	31,918 +27,737	+663%	+$1.15M	0.13%	172
2024 Q3	$165K	Sell	4,181 -17,001	-80%	-$651K	0.02%	508
2024 Q2	$820K	Buy	+21,182	New	+$765K	0.12%	159
2022 Q2	–	Sell	-7,980	Closed	-$225K	–	343
2022 Q1	$225K	Buy	+7,980	New	+$230K	0.05%	272

Other funds holding TCHP

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return