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HHM Wealth Advisors’s Schwab Crypto Thematic ETF STCE Stock Holding History

HHM Wealth Advisors’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 		$7K Hold
100
– – ﹤0.01% 682
2026
Q1 		$5.2K Hold
100
– – ﹤0.01% 715
2025
Q4 		$6K Hold
100
– – ﹤0.01% 684
2025
Q3 		$7.86K Hold
100
– – ﹤0.01% 672
2025
Q2 		$5K Hold
100
– – ﹤0.01% 688
2025
Q1 		$3.27K Buy
+100
New +$4.36K ﹤0.01% 707

Other funds holding STCE

GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

HHM Wealth Advisors's STCE Position: Q2 2026 in Review

HHM Wealth Advisors held its Schwab Crypto Thematic ETF (STCE) position steady in Q2 2026 at 100 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

HHM Wealth Advisors first reported a position in STCE in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.86K in Q3 2025. 11 funds tracked by Wall St. Rank hold STCE as of Q2 2026.

  • HHM Wealth Advisors held 100 shares of Schwab Crypto Thematic ETF worth $7K as of Q2 2026.
  • HHM Wealth Advisors left its Schwab Crypto Thematic ETF share count unchanged in Q2 2026.
  • Schwab Crypto Thematic ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #682 holding.
  • HHM Wealth Advisors first reported a position in Schwab Crypto Thematic ETF in Q1 2025 and has held it in 6 quarters since.
  • HHM Wealth Advisors's Schwab Crypto Thematic ETF position peaked at $7.86K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Schwab Crypto Thematic ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.