Global Wealth Strategies & Associates STCE — SCHWAB CRYPTO THEMATIC ETF

Ownership history in Global Wealth Strategies & Associates  ·  5 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported SCHWAB CRYPTO THEMATIC ETF (STCE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.17% in 2025 Q3. The latest visible filing shows STCE at 0.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STCE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in SCHWAB CRYPTO THEMATIC ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STCE was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STCE stock page Global Wealth Strategies & Associates fund profile Global Wealth Strategies & Associates full holdings
How Global Wealth Strategies & Associates held STCE — position size vs. price
% of Fund (quarterly)    STCE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 59,003 +2,647 +4.7% 0.75% $3.1M 2026-05-15 (Est.) $71.11
2025 Q4 REDUCED — — — 56,356 -1,612 -2.8% 0.84% $3.4M 2026-01-02 $64.69
2025 Q3 REDUCED — — — 57,968 -1,783 -3.0% 1.17% $4.6M 2025-10-02 $82.81
2025 Q2 REDUCED — — — 59,751 -2,186 -3.5% 0.86% $3.0M 2025-07-07 $52.98
2025 Q1 INITIATED — — — 61,937 — — 0.61% $2.0M 2025-04-02 $34.79

🏢 Other funds also holding STCE

As of 2026 Q1 — sorted by position size

Quattro Advisors LLC 1.46% BREAKTHRU ADVISORY SERVICES, LLC 0.6% FLOW TRADERS U.S. LLC 3Y 7Y 0.18% Strategic Investment Solutions, Inc. /IL 3Y 0.05% Advyzon Investment Management, LLC 0.04% Mattern Wealth Management LLC 3Y 0.04% Wealth Management Nebraska 0.03% KINGSWOOD WEALTH ADVISORS, LLC 0.03% 4Thought Financial Group Inc. 3Y 0.02% Lodestone Wealth Management LLC 3Y 0.02%

FAQ About Global Wealth Strategies & Associates and STCE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning STCE?

Global Wealth Strategies & Associates reported STCE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported STCE position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for STCE was 1.17% in 2025 Q3.

What is the latest reported STCE position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 59,003 shares, equal to 0.75% of portfolio, with an estimated market value of $3.1M.

What does the chart on this STCE ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly STCE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Wealth Strategies & Associates time their STCE position?

Based on 13F filing dates vs. subsequent STCE price moves, Global Wealth Strategies & Associates correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on STCE relative to SPY over the holding period was +47.5%.

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