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Bogart Wealth LLC’s Schwab Crypto Thematic Natural Language Processing ETF STCE Stock Holding History

Bogart Wealth 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
2026
Q2 		$51.7K Hold
739
– – ﹤0.01% 533
2026
Q1 		$38.4K Hold
739
– – ﹤0.01% 566
2025
Q4 		$44.3K Buy
+739
New +$59K ﹤0.01% 498
2025
Q2 		– Sell
-56
Closed -$1.83K – 1539
2025
Q1 		$1.83K Hold
56
– – ﹤0.01% 1087
2024
Q4 		$2.51K Buy
+56
New +$2.55K ﹤0.01% 1058

Other funds holding STCE

GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
OA
Oasis Advisors Forest City, Iowa $154M AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
QC
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

Bogart Wealth LLC's STCE Position: Q2 2026 in Review

Bogart Wealth LLC held its Schwab Crypto Thematic Natural Language Processing ETF (STCE) position steady in Q2 2026 at 739 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Bogart Wealth LLC first reported a position in STCE in Q4 2024 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold STCE as of Q2 2026.

  • Bogart Wealth LLC held 739 shares of Schwab Crypto Thematic Natural Language Processing ETF worth $51.7K as of Q2 2026.
  • Bogart Wealth LLC 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 Bogart Wealth LLC's portfolio in Q2 2026, its #533 holding.
  • Bogart Wealth LLC first reported a position in Schwab Crypto Thematic Natural Language Processing ETF in Q4 2024 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held Schwab Crypto Thematic Natural Language Processing ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.