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Bernard Wealth Management’s Schwab Crypto Thematic 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
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

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Financial Engines Advisors
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bernard Wealth Management held its Schwab Crypto Thematic ETF (STCE) position steady in Q1 2026 at 180 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Bernard Wealth Management first reported a position in STCE in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.1K in Q3 2025. 66 funds tracked by Wall St. Rank hold STCE as of Q1 2026.

  • Bernard Wealth Management held 180 shares of Schwab Crypto Thematic ETF worth $9.36K as of Q1 2026.
  • Bernard Wealth Management left its Schwab Crypto Thematic ETF share count unchanged in Q1 2026.
  • Schwab Crypto Thematic ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Bernard Wealth Management first reported a position in Schwab Crypto Thematic ETF in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Schwab Crypto Thematic ETF position peaked at $14.1K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Schwab Crypto Thematic ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.