Creative Planning
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Creative Planning’s Schwab Crypto Thematic Natural Language Processing 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
2026
Q2 		$253K Buy
+3,618
New +$255K ﹤0.01% 3703
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 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 $528M AUM 23.18% 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

Creative Planning's STCE Position: Q2 2026 in Review

Creative Planning opened a new position in Schwab Crypto Thematic Natural Language Processing ETF (STCE) in Q2 2026: 3,618 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #3703 among its holdings. This is a return to the name: Creative Planning previously reported a position in STCE as recently as Q2 2025.

Creative Planning first reported a position in STCE in Q4 2024 and has held it in 3 quarters since. The position peaked at $273K in Q2 2025. 69 funds tracked by Wall St. Rank hold STCE as of Q2 2026.

  • Creative Planning held 3,618 shares of Schwab Crypto Thematic Natural Language Processing ETF worth $253K as of Q2 2026.
  • Schwab Crypto Thematic Natural Language Processing ETF was a new Creative Planning position in Q2 2026.
  • Schwab Crypto Thematic Natural Language Processing ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3703 holding.
  • Creative Planning first reported a position in Schwab Crypto Thematic Natural Language Processing ETF in Q4 2024 and has held it in 3 quarters since.
  • Creative Planning's Schwab Crypto Thematic Natural Language Processing ETF position peaked at $273K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Schwab Crypto Thematic Natural Language Processing ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.