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Mattern Wealth Management’s Schwab Crypto Thematic 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
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

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mattern Wealth Management's STCE Position: Q1 2026 in Review

Mattern Wealth Management reduced its Schwab Crypto Thematic ETF (STCE) stake by 30% in Q1 2026, selling an estimated $113K and leaving 4,268 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #145.

Mattern Wealth Management first reported a position in STCE in Q3 2025 and has held it in 3 quarters since. The position peaked at $369K in Q3 2025. 66 funds tracked by Wall St. Rank hold STCE as of Q1 2026.

  • Mattern Wealth Management held 4,268 shares of Schwab Crypto Thematic ETF worth $222K as of Q1 2026.
  • Mattern Wealth Management sold 1,855 Schwab Crypto Thematic ETF shares in Q1 2026, an estimated $113K.
  • Schwab Crypto Thematic ETF made up 0.04% of Mattern Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Mattern Wealth Management first reported a position in Schwab Crypto Thematic ETF in Q3 2025 and has held it in 3 quarters since.
  • Mattern Wealth Management's Schwab Crypto Thematic ETF position peaked at $369K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Schwab Crypto Thematic ETF as of Q1 2026.

Based on Mattern Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.