Carson Wealth (CWM LLC)
STCE icon

Carson Wealth (CWM LLC)’s Schwab Crypto Thematic ETF STCE Stock Holding History

Carson Wealth (CWM 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
Q1 		$86.9K Hold
1,672
– – ﹤0.01% 3391
2025
Q4 		$100K Buy
1,672
+85
+5% +$6.78K ﹤0.01% 3063
2025
Q3 		$125K Buy
1,587
+1,584
+52,800% +$95.8K ﹤0.01% 2805
2025
Q2 		$0 Hold
3
– – ﹤0.01% 5298
2025
Q1 		$0 Buy
+3
New +$131 ﹤0.01% 5194

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

Carson Wealth (CWM LLC)'s STCE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Schwab Crypto Thematic ETF (STCE) position steady in Q1 2026 at 1,672 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3391.

Carson Wealth (CWM LLC) first reported a position in STCE in Q1 2025 and has held it in 5 quarters since. The position peaked at $125K in Q3 2025. 66 funds tracked by Wall St. Rank hold STCE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,672 shares of Schwab Crypto Thematic ETF worth $86.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Schwab Crypto Thematic ETF share count unchanged in Q1 2026.
  • Schwab Crypto Thematic ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3391 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab Crypto Thematic ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab Crypto Thematic ETF position peaked at $125K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Schwab Crypto Thematic ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.