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Mattern Wealth Management’s Schwab Crypto Thematic Natural Language Processing ETF STCE Stock Holding History

Mattern Wealth Management’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 		– Sell
-4,268
Closed -$222K – 191
2026
Q1 		$222K Sell
4,268
-1,855
-30% -$113K 0.04% 145
2025
Q4 		$367K Buy
6,123
+1,427
+30% +$114K 0.07% 110
2025
Q3 		$369K Buy
+4,696
New +$284K 0.07% 107

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

Mattern Wealth Management's STCE Position: Q2 2026 in Review

Mattern Wealth Management sold out of Schwab Crypto Thematic Natural Language Processing ETF (STCE) in Q2 2026, closing a stake of 4,268 shares — an estimated $222K sold.

Mattern Wealth Management first reported a position in STCE in Q3 2025 and held it in 3 quarters. The position peaked at $369K in Q3 2025. 69 funds tracked by Wall St. Rank hold STCE as of Q2 2026.

  • Mattern Wealth Management reported no remaining Schwab Crypto Thematic Natural Language Processing ETF position as of Q2 2026 after selling out during the quarter.
  • Mattern Wealth Management sold 4,268 Schwab Crypto Thematic Natural Language Processing ETF shares in Q2 2026, an estimated $222K.
  • Mattern Wealth Management first reported a position in Schwab Crypto Thematic Natural Language Processing ETF in Q3 2025 and held it in 3 quarters.
  • Mattern Wealth Management's Schwab Crypto Thematic Natural Language Processing ETF position peaked at $369K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Schwab Crypto Thematic Natural Language Processing ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.