Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CRYPTO THEMATIC
-
Total 13F shares
-
121,682
-
Share change
-
+55,080
-
Total reported value
-
$7,296,081
-
Price per share
-
$59.96
-
Number of holders
-
11
-
Value change
-
+$3,250,898
-
Number of buys
-
7
-
Number of sells
-
2
Institutional Holders of SCHWAB STRATEGIC TR - CRYPTO THEMATIC (STCE) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - CRYPTO THEMATIC (STCE) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
121,682 shares.
The largest 10 holders included
BREAKTHRU ADVISORY SERVICES, LLC, Global Wealth Strategies & Associates, Mattern Wealth Management LLC, Lodestone Wealth Management LLC, Spire Wealth Management, CoreCap Advisors, LLC, Tradewinds Capital Management, LLC, Bernard Wealth Management Corp., Rosenberg Matthew Hamilton, and JFS WEALTH ADVISORS, LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.