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Matthew Hamilton Rosenberg’s Schwab Crypto Thematic ETF STCE Stock Holding History

Matthew Hamilton Rosenberg’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 		$8.18K Hold
117
– – ﹤0.01% 651
2026
Q1 		$6.08K Hold
117
– – ﹤0.01% 666
2025
Q4 		$7.01K Buy
+117
New +$9.34K ﹤0.01% 665

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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Matthew Hamilton Rosenberg's STCE Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Schwab Crypto Thematic ETF (STCE) position steady in Q2 2026 at 117 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Matthew Hamilton Rosenberg first reported a position in STCE in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold STCE as of Q2 2026.

  • Matthew Hamilton Rosenberg held 117 shares of Schwab Crypto Thematic ETF worth $8.18K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Schwab Crypto Thematic ETF share count unchanged in Q2 2026.
  • Schwab Crypto Thematic ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #651 holding.
  • Matthew Hamilton Rosenberg first reported a position in Schwab Crypto Thematic ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Schwab Crypto Thematic ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.