Bernard Wealth Management’s Schwab Crypto Thematic Natural Language Processing ETF STCE Stock Holding History

Bernard 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 Q2	$12.6K	Hold	180	–	–	﹤0.01%	220
2026 Q1	$9.36K	Hold	180	–	–	﹤0.01%	234
2025 Q4	$10.8K	Hold	180	–	–	﹤0.01%	216
2025 Q3	$14.1K	Hold	180	–	–	0.01%	202
2025 Q2	$9.01K	Hold	180	–	–	﹤0.01%	219
2025 Q1	$5.89K	Hold	180	–	–	﹤0.01%	247
2024 Q4	$8.06K	Buy	+180	New	+$8.2K	﹤0.01%	221

Other funds holding STCE

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GWSA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

Oasis Advisors Forest City, Iowa $154M AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Bernard Wealth Management's STCE Position: Q2 2026 in Review

Bernard Wealth Management held its Schwab Crypto Thematic Natural Language Processing ETF (STCE) position steady in Q2 2026 at 180 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Bernard Wealth Management first reported a position in STCE in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.1K in Q3 2025. 69 funds tracked by Wall St. Rank hold STCE as of Q2 2026.

Bernard Wealth Management held 180 shares of Schwab Crypto Thematic Natural Language Processing ETF worth $12.6K as of Q2 2026.
Bernard Wealth Management left its Schwab Crypto Thematic Natural Language Processing ETF share count unchanged in Q2 2026.
Schwab Crypto Thematic Natural Language Processing ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #220 holding.
Bernard Wealth Management first reported a position in Schwab Crypto Thematic Natural Language Processing ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's Schwab Crypto Thematic Natural Language Processing ETF position peaked at $14.1K in Q3 2025.
69 funds tracked by Wall St. Rank held Schwab Crypto Thematic Natural Language Processing ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.