AE Wealth Management’s Schwab Crypto Thematic ETF STCE Stock Holding History

AE Wealth Management’s Portfolio STCE Stock Details STCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.9K	Sell	210 -109	-34%	-$6.65K	﹤0.01%	2262
2025 Q4	$19.1K	Buy	319 +174	+120%	+$13.9K	﹤0.01%	2037
2025 Q3	$11.4K	Hold	145	–	–	﹤0.01%	1985
2025 Q2	$7.26K	Hold	145	–	–	﹤0.01%	1916
2025 Q1	$4.74K	Buy	145 +42	+41%	+$1.83K	﹤0.01%	1950
2024 Q4	$4.61K	Buy	+103	New	+$4.69K	﹤0.01%	1928

Other funds holding STCE

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AE Wealth Management's STCE Position: Q1 2026 in Review

AE Wealth Management reduced its Schwab Crypto Thematic ETF (STCE) stake by 34% in Q1 2026, selling an estimated $6.65K and leaving 210 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

AE Wealth Management first reported a position in STCE in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.1K in Q4 2025. 66 funds tracked by Wall St. Rank hold STCE as of Q1 2026.

AE Wealth Management held 210 shares of Schwab Crypto Thematic ETF worth $10.9K as of Q1 2026.
AE Wealth Management sold 109 Schwab Crypto Thematic ETF shares in Q1 2026, an estimated $6.65K.
Schwab Crypto Thematic ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2262 holding.
AE Wealth Management first reported a position in Schwab Crypto Thematic ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's Schwab Crypto Thematic ETF position peaked at $19.1K in Q4 2025.
66 funds tracked by Wall St. Rank held Schwab Crypto Thematic ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.