SFC
TCHP icon

Swisher Financial Concepts’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Swisher Financial Concepts’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 		$643K Sell
14,563
-2,520
-15% -$119K 0.36% 42
2025
Q4 		$852K Buy
17,083
+338
+2% +$16.7K 0.48% 33
2025
Q3 		$818K Sell
16,745
-1,388
-8% -$65.3K 0.49% 32
2025
Q2 		$822K Sell
18,133
-1,354
-7% -$55K 0.53% 32
2025
Q1 		$742K Sell
19,487
-3,537
-15% -$147K 0.61% 29
2024
Q4 		$970K Sell
23,024
-30,075
-57% -$1.25M 1.14% 18
2024
Q3 		$2.08M Buy
53,099
+26,420
+99% +$1.01M 1.31% 17
2024
Q2 		$1.05M Sell
26,679
-28
-0.1% -$1.01K 1.06% 16
2024
Q1 		$940K Sell
26,707
-2,120
-7% -$70.9K 0.82% 21
2023
Q4 		$900K Buy
+28,827
New +$836K 0.87% 21

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