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Strategic Investment Solutions’s Schwab Crypto Thematic ETF STCE Stock Holding History

Strategic Investment Solutions’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 		$66.4K Sell
950
-2,700
-74% -$190K 0.02% 236
2026
Q1 		$190K Buy
3,650
+1,165
+47% +$71.1K 0.05% 152
2025
Q4 		$167K Buy
2,485
+2,260
+1,004% +$180K 0.04% 149
2025
Q3 		$17.7K Hold
225
– – ﹤0.01% 311
2025
Q2 		$11.2K Hold
225
– – ﹤0.01% 346
2025
Q1 		$7.35K Buy
+225
New +$9.8K ﹤0.01% 406

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
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
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

Strategic Investment Solutions's STCE Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Schwab Crypto Thematic ETF (STCE) stake by 74% in Q2 2026, selling an estimated $190K and leaving 950 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #236.

Strategic Investment Solutions first reported a position in STCE in Q1 2025 and has held it in 6 quarters since. The position peaked at $190K in Q1 2026. 11 funds tracked by Wall St. Rank hold STCE as of Q2 2026.

  • Strategic Investment Solutions held 950 shares of Schwab Crypto Thematic ETF worth $66.4K as of Q2 2026.
  • Strategic Investment Solutions sold 2,700 Schwab Crypto Thematic ETF shares in Q2 2026, an estimated $190K.
  • Schwab Crypto Thematic ETF made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #236 holding.
  • Strategic Investment Solutions first reported a position in Schwab Crypto Thematic ETF in Q1 2025 and has held it in 6 quarters since.
  • Strategic Investment Solutions's Schwab Crypto Thematic ETF position peaked at $190K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Schwab Crypto Thematic ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.