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Asset Dedication LLC’s Schwab Crypto Thematic ETF STCE Stock Holding History

Asset Dedication LLC’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
2025
Q4 		– Sell
-50
Closed -$3.93K – 1171
2025
Q3 		$3.93K Buy
+50
New +$3.02K ﹤0.01% 936

Other funds holding STCE

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Asset Dedication LLC's STCE Position: Q4 2025 in Review

Asset Dedication LLC sold out of Schwab Crypto Thematic ETF (STCE) in Q4 2025, closing a stake of 50 shares — an estimated $3.93K sold.

Asset Dedication LLC first reported a position in STCE in Q3 2025 and held it in 1 quarter. The position peaked at $3.93K in Q3 2025. 62 funds tracked by Wall St. Rank hold STCE as of Q4 2025.

  • Asset Dedication LLC reported no remaining Schwab Crypto Thematic ETF position as of Q4 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 50 Schwab Crypto Thematic ETF shares in Q4 2025, an estimated $3.93K.
  • Asset Dedication LLC first reported a position in Schwab Crypto Thematic ETF in Q3 2025 and held it in 1 quarter.
  • Asset Dedication LLC's Schwab Crypto Thematic ETF position peaked at $3.93K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Schwab Crypto Thematic ETF as of Q4 2025.

Based on Asset Dedication LLC's 13F filing for Q4 2025, filed 26 Jan 2026.