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TFC Financial Management’s Schwab Crypto Thematic Natural Language Processing ETF STCE Stock Holding History

TFC Financial 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
2024
Q3 		– Sell
-8
Closed -$291 – 1090
2024
Q2 		$291 Hold
8
– – ﹤0.01% 700
2024
Q1 		$322 Sell
8
-5
-38% -$163 ﹤0.01% 677
2023
Q4 		$413 Buy
+13
New +$307 ﹤0.01% 627

Other funds holding STCE

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFC Financial Management's STCE Position: Q3 2024 in Review

TFC Financial Management sold out of Schwab Crypto Thematic Natural Language Processing ETF (STCE) in Q3 2024, closing a stake of 8 shares — an estimated $291 sold.

TFC Financial Management first reported a position in STCE in Q4 2023 and held it in 3 quarters. The position peaked at $413 in Q4 2023. 6 funds tracked by Wall St. Rank hold STCE as of Q3 2024.

  • TFC Financial Management reported no remaining Schwab Crypto Thematic Natural Language Processing ETF position as of Q3 2024 after selling out during the quarter.
  • TFC Financial Management sold 8 Schwab Crypto Thematic Natural Language Processing ETF shares in Q3 2024, an estimated $291.
  • TFC Financial Management first reported a position in Schwab Crypto Thematic Natural Language Processing ETF in Q4 2023 and held it in 3 quarters.
  • TFC Financial Management's Schwab Crypto Thematic Natural Language Processing ETF position peaked at $413 in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Schwab Crypto Thematic Natural Language Processing ETF as of Q3 2024.

Based on TFC Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.