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Schwab Crypto Thematic ETF (STCE)

CUSIP: 808524656 | NYSE | 108 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Global Wealth Strategies & Associates62,116
0.8% of portfolio›$4.1M
Oasis Advisors, LLC48,128
1.3% of portfolio›$3.2M
Concurrent Investment Advisors, LLC17,536
0.0% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC15,751
0.0% of portfolio›$1.0M
StoneX Group Inc.7,087
0.0% of portfolio›$451.6K
Wealth Management Nebraska6,777
0.0% of portfolio›$447.4K
Signature Estate & Investment Advisors LLC4,324
0.0% of portfolio›$285.5K
MCF Advisors LLC3,594
0.0% of portfolio›$237.3K
Creative Planning3,453
0.0% of portfolio›$228.0K
Farther Finance Advisors, LLC1,657
0.0% of portfolio›$109.4K
GK Wealth Management LLC1,073
0.0% of portfolio›$70.8K
Triumph Capital Management1,013
0.0% of portfolio›$66.9K
PNC Financial Services Group, Inc.927
0.0% of portfolio›$61.2K
Lodestone Wealth Management LLC854
0.0% of portfolio›$56.4K
4Thought Financial Group Inc.694
0.0% of portfolio›$45.9K
Spire Wealth Management635
0.0% of portfolio›$41.9K
JFS Wealth Advisors, LLC563
0.0% of portfolio›$37.2K
CoreCap Advisors, LLC347
0.0% of portfolio›$22.9K
SJS Investment Consulting Inc.345
0.0% of portfolio›$22.8K
Financial Consulate, Inc285
0.0% of portfolio›$18.8K
Allworth Financial LP200
0.0% of portfolio›$14.0K
GHP Investment Advisors, Inc.122
0.0% of portfolio›$8.1K
Rosenberg Matthew Hamilton117
0.0% of portfolio›$7.7K
Simplex Trading, LLC106
0.0% of portfolio›$7.0K
Parallel Advisors, LLC100
0.0% of portfolio›$6.6K
Birchbrook, Inc.71
0.0% of portfolio›$4.7K
Jnba Financial Advisors68
0.0% of portfolio›$4.5K
Signaturefd, LLC65
0.0% of portfolio›$4.3K
Silver Grove Financial Group, Inc.39
0.0% of portfolio›$2.6K
American Capital Advisory, LLC10
0.0% of portfolio›$673
StyleTurnoverLocationFiled
Global Wealth Strategies & Associates
62,116$4.1M0.8%ETFLowDenver, CO2026-10-02
Oasis Advisors, LLC
48,128$3.2M1.3%ETFMediumForest City, IA2026-10-16
Concurrent Investment Advisors, LLC
17,536$1.2M0.0%GrowthMediumTampa, FL2026-10-16
Kingswood Wealth Advisors, LLC
15,751$1.0M0.0%GrowthLowSan Diego, CA2026-10-23
StoneX Group Inc.
7,087$451.6K0.0%ETFMediumNew York, NY2026-11-03
Wealth Management Nebraska
6,777$447.4K0.0%ETFLowNorfolk, NE2026-10-26
Signature Estate & Investment Advisors LLC
4,324$285.5K0.0%ETFMediumLos Angeles, CA2026-10-13
MCF Advisors LLC
3,594$237.3K0.0%ETFLowLexington, KY2026-10-28
Creative Planning
3,453$228.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Farther Finance Advisors, LLC
1,657$109.4K0.0%IndexLowSan Francisco, CA2026-10-08
GK Wealth Management LLC
1,073$70.8K0.0%GARPVery HighReno, NV2026-10-09
Triumph Capital Management
1,013$66.9K0.0%ETFMediumDenver, CO2026-10-14
PNC Financial Services Group, Inc.
927$61.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Lodestone Wealth Management LLC
854$56.4K0.0%CoreLowSpokane, WA2026-10-14
4Thought Financial Group Inc.
694$45.9K0.0%ETFLowSyosset, NY2026-11-02
Spire Wealth Management
635$41.9K0.0%GrowthMediumMclean, VA2026-10-30
JFS Wealth Advisors, LLC
563$37.2K0.0%ETFVery LowHermitage, PA2026-11-03
CoreCap Advisors, LLC
347$22.9K0.0%ETFMediumSouthfield, MI2026-10-08
SJS Investment Consulting Inc.
345$22.8K0.0%ETFVery LowSylvania, OH2026-10-26
Financial Consulate, Inc
285$18.8K0.0%ETFLowHunt Valley, MD2026-10-23
Allworth Financial LP
200$14.0K0.0%IndexLowFolsom, CA2026-11-06
GHP Investment Advisors, Inc.
122$8.1K0.0%CoreVery LowDenver, CO2026-10-15
Rosenberg Matthew Hamilton
117$7.7K0.0%ETFVery LowGrand Junction, CO2026-10-05
Simplex Trading, LLC
106$7.0K0.0%CoreVery HighChicago, IL2026-11-04
Parallel Advisors, LLC
100$6.6K0.0%IndexLowSan Francisco, CA2026-11-03
Birchbrook, Inc.
71$4.7K0.0%ETFLowBangor, ME2026-10-14
Jnba Financial Advisors
68$4.5K0.0%ETFMediumBloomington, MN2026-11-03
Signaturefd, LLC
65$4.3K0.0%IndexLowAtlanta, GA2026-10-23
Silver Grove Financial Group, Inc.
39$2.6K0.0%CoreMediumOrchard Park, NY2026-11-05
American Capital Advisory, LLC
10$6730.0%ETFLowKetchum, ID2026-10-28