Global Wealth Strategies & Associates’s Schwab Crypto Thematic ETF STCE Stock Holding History

Global Wealth Strategies & Associates’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	$4.28M	Buy	61,130 +2,127	+4%	+$150K	0.81%	20
2026 Q1	$3.07M	Buy	59,003 +2,647	+5%	+$162K	0.75%	18
2025 Q4	$3.38M	Sell	56,356 -1,612	-3%	-$129K	0.84%	13
2025 Q3	$4.56M	Sell	57,968 -1,783	-3%	-$108K	1.17%	13
2025 Q2	$2.99M	Sell	59,751 -2,186	-4%	-$87.6K	0.86%	14
2025 Q1	$2.03M	Buy	+61,937	New	+$2.7M	0.61%	19

Other funds holding STCE

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return