Schwab Crypto Thematic ETF (STCE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Global Wealth Strategies & Associates

INCREASED

Shares62,116 from 61,130

Change+986 (+2%)

Value$4.1M (-$175.1K)

Filed 2026-10-02

Oasis Advisors, LLC

INCREASED

Shares48,128 from 31,009

Change+17,119 (+55%)

Value$3.2M (+$1.0M)

Filed 2026-10-16

Concurrent Investment Advisors, LLC

NEW

Shares17,536

Change+17,536

Value$1.2M

Filed 2026-10-16

Kingswood Wealth Advisors, LLC

INCREASED

Shares15,751 from 14,296

Change+1,455 (+10%)

Value$1.0M (+$39.9K)

Filed 2026-10-23

StoneX Group Inc.

NEW

Shares7,087

Change+7,087

Value$451.6K

Filed 2026-11-03

Wealth Management Nebraska

INCREASED

Shares6,777 from 6,691

Change+86 (+1%)

Value$447.4K (-$20.6K)

Filed 2026-10-26

Signature Estate & Investment Advisors LLC

UNCHANGED

Shares4,324 from 4,324

Change0 (0%)

Value$285.5K (-$17.0K)

Filed 2026-10-13

MCF Advisors LLC

DECREASED

Shares3,594 from 3,795

Change-201 (-5%)

Value$237.3K (-$28.2K)

Filed 2026-10-28

Creative Planning

DECREASED

Shares3,453 from 3,618

Change-165 (-5%)

Value$228.0K (-$25.1K)

Filed 2026-11-02

Farther Finance Advisors, LLC

DECREASED

Shares1,657 from 1,700

Change-43 (-3%)

Value$109.4K (-$9.5K)

Filed 2026-10-08

GK Wealth Management LLC

NEW

Shares1,073

Change+1,073

Value$70.8K

Filed 2026-10-09

Triumph Capital Management

INCREASED

Shares1,013 from 975

Change+38 (+4%)

Value$66.9K (-$1.3K)

Filed 2026-10-14

PNC Financial Services Group, Inc.

UNCHANGED

Shares927 from 927

Change0 (0%)

Value$61.2K (-$3.6K)

Filed 2026-11-06

Lodestone Wealth Management LLC

UNCHANGED

Shares854 from 854

Change0 (0%)

Value$56.4K (-$3.4K)

Filed 2026-10-14

4Thought Financial Group Inc.

INCREASED

Shares694 from 683

Change+11 (+2%)

Value$45.9K (-$2.0K)

Filed 2026-11-02

Spire Wealth Management

DECREASED

Shares635 from 735

Change-100 (-14%)

Value$41.9K (-$9.5K)

Filed 2026-10-30

JFS Wealth Advisors, LLC

UNCHANGED

Shares563 from 563

Change0 (0%)

Value$37.2K (-$2.2K)

Filed 2026-11-03

CoreCap Advisors, LLC

UNCHANGED

Shares347 from 347

Change0 (0%)

Value$22.9K (-$1.4K)

Filed 2026-10-08

SJS Investment Consulting Inc.

DECREASED

Shares345 from 363

Change-18 (-5%)

Value$22.8K (-$2.6K)

Filed 2026-10-26

Financial Consulate, Inc

UNCHANGED

Shares285 from 285

Change0 (0%)

Value$18.8K (-$1.1K)

Filed 2026-10-23

Allworth Financial LP

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$14.0K ($0)

Filed 2026-11-06

GHP Investment Advisors, Inc.

UNCHANGED

Shares122 from 122

Change0 (0%)

Value$8.1K (-$480)

Filed 2026-10-15

Rosenberg Matthew Hamilton

UNCHANGED

Shares117 from 117

Change0 (0%)

Value$7.7K (-$460)

Filed 2026-10-05

Simplex Trading, LLC

INCREASED

Shares106 from 91

Change+15 (+16%)

Value$7.0K (+$633)

Filed 2026-11-04

Parallel Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$6.6K (-$393)

Filed 2026-11-03

Birchbrook, Inc.

UNCHANGED

Shares71 from 71

Change0 (0%)

Value$4.7K (-$280)

Filed 2026-10-14

Jnba Financial Advisors

UNCHANGED

Shares68 from 68

Change0 (0%)

Value$4.5K (-$267)

Filed 2026-11-03

Signaturefd, LLC

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$4.3K (-$256)

Filed 2026-10-23

Silver Grove Financial Group, Inc.

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$2.6K (-$153)

Filed 2026-11-05

American Capital Advisory, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$673 (-$40)

Filed 2026-10-28

Breakthru Advisory Services, LLC

CLOSED

Shares0 from 4,165

Change-4,165 (-100%)

Value$0 (-$291.3K)

Filed 2026-10-13

AdvisorNet Financial, Inc

CLOSED

Shares0 from 3,191

Change-3,191 (-100%)

Value$0 (-$223.2K)

Filed 2026-10-15

Belvedere Trading LLC

CLOSED

Shares0 from 617

Change-617 (-100%)

Value$0 (-$43.2K)

Filed 2026-11-05

International Assets Investment Management, LLC

CLOSED

Shares0 from 350

Change-350 (-100%)

Value$0 (-$24.1K)

Filed 2026-11-02

Go Invest LLC

CLOSED

Shares0 from 181

Change-181 (-100%)

Value$0 (-$12.7K)

Filed 2026-10-09

Ashton Thomas Private Wealth, LLC

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$1.4K)

Filed 2026-11-03

Bay Harbor Wealth Management, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$700)

Filed 2026-11-03

GTS Securities LLC

N/A

Shares— from 112,225

Change-112,225 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 65,522

Change-65,522 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 53,618

Change-53,618 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 51,555

Change-51,555 (-100%)

Value—

Quattro Advisors LLC

N/A

Shares— from 33,651

Change-33,651 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 24,893

Change-24,893 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 14,587

Change-14,587 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,835

Change-12,835 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 11,309

Change-11,309 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 10,884

Change-10,884 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 10,690

Change-10,690 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 6,710

Change-6,710 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 4,037

Change-4,037 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,514

Change-3,514 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,544

Change-2,544 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,422

Change-1,422 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 950

Change-950 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 739

Change-739 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 408

Change-408 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 348

Change-348 (-100%)

Value—

UBS Group AG

N/A

Shares— from 341

Change-341 (-100%)

Value—

Bernard Wealth Management Corp.

N/A

Shares— from 180

Change-180 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 172

Change-172 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 156

Change-156 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 105

Change-105 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Westend Capital Management, LLC

N/A

Shares— from 57

Change-57 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 39

Change-39 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 30

Change-30 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

FMR LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 16

Change-16 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5

Change-5 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Global Wealth Strategies & Associates	INCREASED	62,116	61,130	+986	+2%	$4.3M	$4.1M	-$175.1K	2026-10-02
Oasis Advisors, LLC	INCREASED	48,128	31,009	+17,119	+55%	$2.2M	$3.2M	+$1.0M	2026-10-16
Concurrent Investment Advisors, LLC	NEW	17,536	—	+17,536	—	—	$1.2M	—	2026-10-16
Kingswood Wealth Advisors, LLC	INCREASED	15,751	14,296	+1,455	+10%	$1.0M	$1.0M	+$39.9K	2026-10-23
StoneX Group Inc.	NEW	7,087	—	+7,087	—	—	$451.6K	—	2026-11-03
Wealth Management Nebraska	INCREASED	6,777	6,691	+86	+1%	$468.1K	$447.4K	-$20.6K	2026-10-26
Signature Estate & Investment Advisors LLC	UNCHANGED	4,324	4,324	0	0%	$302.5K	$285.5K	-$17.0K	2026-10-13
MCF Advisors LLC	DECREASED	3,594	3,795	-201	-5%	$265.5K	$237.3K	-$28.2K	2026-10-28
Creative Planning	DECREASED	3,453	3,618	-165	-5%	$253.1K	$228.0K	-$25.1K	2026-11-02
Farther Finance Advisors, LLC	DECREASED	1,657	1,700	-43	-3%	$118.9K	$109.4K	-$9.5K	2026-10-08
GK Wealth Management LLC	NEW	1,073	—	+1,073	—	—	$70.8K	—	2026-10-09
Triumph Capital Management	INCREASED	1,013	975	+38	+4%	$68.2K	$66.9K	-$1.3K	2026-10-14
PNC Financial Services Group, Inc.	UNCHANGED	927	927	0	0%	$64.8K	$61.2K	-$3.6K	2026-11-06
Lodestone Wealth Management LLC	UNCHANGED	854	854	0	0%	$59.8K	$56.4K	-$3.4K	2026-10-14
4Thought Financial Group Inc.	INCREASED	694	683	+11	+2%	$47.8K	$45.9K	-$2.0K	2026-11-02
Spire Wealth Management	DECREASED	635	735	-100	-14%	$51.4K	$41.9K	-$9.5K	2026-10-30
JFS Wealth Advisors, LLC	UNCHANGED	563	563	0	0%	$39.4K	$37.2K	-$2.2K	2026-11-03
CoreCap Advisors, LLC	UNCHANGED	347	347	0	0%	$24.3K	$22.9K	-$1.4K	2026-10-08
SJS Investment Consulting Inc.	DECREASED	345	363	-18	-5%	$25.4K	$22.8K	-$2.6K	2026-10-26
Financial Consulate, Inc	UNCHANGED	285	285	0	0%	$19.9K	$18.8K	-$1.1K	2026-10-23
Allworth Financial LP	UNCHANGED	200	200	0	0%	$14.0K	$14.0K	$0	2026-11-06
GHP Investment Advisors, Inc.	UNCHANGED	122	122	0	0%	$8.6K	$8.1K	-$480	2026-10-15
Rosenberg Matthew Hamilton	UNCHANGED	117	117	0	0%	$8.2K	$7.7K	-$460	2026-10-05
Simplex Trading, LLC	INCREASED	106	91	+15	+16%	$6.4K	$7.0K	+$633	2026-11-04
Parallel Advisors, LLC	UNCHANGED	100	100	0	0%	$7.0K	$6.6K	-$393	2026-11-03
Birchbrook, Inc.	UNCHANGED	71	71	0	0%	$5.0K	$4.7K	-$280	2026-10-14
Jnba Financial Advisors	UNCHANGED	68	68	0	0%	$4.8K	$4.5K	-$267	2026-11-03
Signaturefd, LLC	UNCHANGED	65	65	0	0%	$4.5K	$4.3K	-$256	2026-10-23
Silver Grove Financial Group, Inc.	UNCHANGED	39	39	0	0%	$2.7K	$2.6K	-$153	2026-11-05
American Capital Advisory, LLC	UNCHANGED	10	10	0	0%	$713	$673	-$40	2026-10-28
Breakthru Advisory Services, LLC	CLOSED	0	4,165	-4,165	-100%	$291.3K	$0	-$291.3K	2026-10-13
AdvisorNet Financial, Inc	CLOSED	0	3,191	-3,191	-100%	$223.2K	$0	-$223.2K	2026-10-15
Belvedere Trading LLC	CLOSED	0	617	-617	-100%	$43.2K	$0	-$43.2K	2026-11-05
International Assets Investment Management, LLC	CLOSED	0	350	-350	-100%	$24.1K	$0	-$24.1K	2026-11-02
Go Invest LLC	CLOSED	0	181	-181	-100%	$12.7K	$0	-$12.7K	2026-10-09
Ashton Thomas Private Wealth, LLC	CLOSED	0	20	-20	-100%	$1.4K	$0	-$1.4K	2026-11-03
Bay Harbor Wealth Management, LLC	CLOSED	0	10	-10	-100%	$700	$0	-$700	2026-11-03
GTS Securities LLC	N/A	—	112,225	-112,225	-100%	$7.9M	—	—	—
MML Investors Services, LLC	N/A	—	65,522	-65,522	-100%	$4.6M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	53,618	-53,618	-100%	$3.8M	—	—	—
Jane Street Group, LLC	N/A	—	51,555	-51,555	-100%	$3.6M	—	—	—
Quattro Advisors LLC	N/A	—	33,651	-33,651	-100%	$2.4M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	24,893	-24,893	-100%	$1.7M	—	—	—
Quadrature Capital Ltd	N/A	—	14,587	-14,587	-100%	$1.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	12,835	-12,835	-100%	$897.8K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	11,309	-11,309	-100%	$791.1K	—	—	—
Flow Traders U.S. LLC	N/A	—	10,884	-10,884	-100%	$761.0K	—	—	—
Advyzon Investment Management, LLC	N/A	—	10,690	-10,690	-100%	$747.8K	—	—	—
OneAscent Financial Services LLC	N/A	—	6,710	-6,710	-100%	$469.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	4,037	-4,037	-100%	$282.4K	—	—	—
HighTower Advisors, LLC	N/A	—	3,514	-3,514	-100%	$245.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,544	-2,544	-100%	$178.0K	—	—	—
Morgan Stanley	N/A	—	1,422	-1,422	-100%	$99.5K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	950	-950	-100%	$66.4K	—	—	—
Bogart Wealth, LLC	N/A	—	739	-739	-100%	$51.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	408	-408	-100%	$28.5K	—	—	—
IMA Advisory Services, Inc.	N/A	—	348	-348	-100%	$24.3K	—	—	—
UBS Group AG	N/A	—	341	-341	-100%	$23.9K	—	—	—
Bernard Wealth Management Corp.	N/A	—	180	-180	-100%	$12.6K	—	—	—
Huntington National Bank	N/A	—	172	-172	-100%	$12.0K	—	—	—
Crews Bank & Trust	N/A	—	156	-156	-100%	$10.9K	—	—	—
Harbour Investments, Inc.	N/A	—	105	-105	-100%	$7.4K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	100	-100	-100%	$7.0K	—	—	—
Westend Capital Management, LLC	N/A	—	57	-57	-100%	$4.0K	—	—	—
Strive Financial Group,LLC	N/A	—	39	-39	-100%	$2.7K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	33	-33	-100%	$2.3K	—	—	—
AE Wealth Management LLC	N/A	—	30	-30	-100%	$2.1K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	30	-30	-100%	$2.1K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	25	-25	-100%	$1.7K	—	—	—
FMR LLC	N/A	—	20	-20	-100%	$1.4K	—	—	—
Ancora Advisors LLCA	N/A	—	16	-16	-100%	$1.1K	—	—	—
Arax Advisory Partners	N/A	—	5	-5	-100%	$357	—	—	—
JPMorgan Chase & Co	N/A	—	1	-1	-100%	$71	—	—	—

Showing 73 of 73 institutions