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Birchbrook’s Schwab Crypto Thematic ETF STCE Stock Holding History

Birchbrook’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 		$4.99K Hold
71
– – ﹤0.01% 235
2026
Q1 		$3.71K Hold
71
– – ﹤0.01% 240
2025
Q4 		$4.28K Buy
71
+1
+1% +$80 ﹤0.01% 246
2025
Q3 		$5.5K Buy
+70
New +$4.23K ﹤0.01% 209

Other funds holding STCE

GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Birchbrook's STCE Position: Q2 2026 in Review

Birchbrook held its Schwab Crypto Thematic ETF (STCE) position steady in Q2 2026 at 71 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Birchbrook first reported a position in STCE in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.5K in Q3 2025. 13 funds tracked by Wall St. Rank hold STCE as of Q2 2026.

  • Birchbrook held 71 shares of Schwab Crypto Thematic ETF worth $4.99K as of Q2 2026.
  • Birchbrook left its Schwab Crypto Thematic ETF share count unchanged in Q2 2026.
  • Schwab Crypto Thematic ETF made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #235 holding.
  • Birchbrook first reported a position in Schwab Crypto Thematic ETF in Q3 2025 and has held it in 4 quarters since.
  • Birchbrook's Schwab Crypto Thematic ETF position peaked at $5.5K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Schwab Crypto Thematic ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.