Creative Planning
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Creative Planning’s Schwab Crypto Thematic ETF STCE Stock Holding History

Creative Planning’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
2025
Q3 		– Sell
-5,462
Closed -$273K – 4010
2025
Q2 		$273K Buy
+5,462
New +$219K ﹤0.01% 2977
2025
Q1 		– Sell
-5,414
Closed -$242K – 3705
2024
Q4 		$242K Buy
+5,414
New +$247K ﹤0.01% 2833

Other funds holding STCE

GS
GTS Securities New York $2.83B AUM 21.76% 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
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning's STCE Position: Q3 2025 in Review

Creative Planning sold out of Schwab Crypto Thematic ETF (STCE) in Q3 2025, closing a stake of 5,462 shares — an estimated $273K sold.

Creative Planning first reported a position in STCE in Q4 2024 and held it in 2 quarters. The position peaked at $273K in Q2 2025. 42 funds tracked by Wall St. Rank hold STCE as of Q3 2025.

  • Creative Planning reported no remaining Schwab Crypto Thematic ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 5,462 Schwab Crypto Thematic ETF shares in Q3 2025, an estimated $273K.
  • Creative Planning first reported a position in Schwab Crypto Thematic ETF in Q4 2024 and held it in 2 quarters.
  • Creative Planning's Schwab Crypto Thematic ETF position peaked at $273K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Schwab Crypto Thematic ETF as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.