# Portfolio overlap — STCE vs NODE

Comparing **Schwab Crypto Thematic ETF** (2026-03-31) and **Onchain Economy ETF** (2026-03-31).

- Shared positions: 19
- Schwab Crypto Thematic ETF covered by Onchain Economy ETF: 0.3339018258257624934775543611
- Onchain Economy ETF covered by Schwab Crypto Thematic ETF: 0.3339018258257624934775543611

## Schwab Crypto Thematic ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.074037 |  |
| Bitdeer Technologies Group, Class A | 0.071929 | ✓ |
| GALAXY DIGITAL INC A | 0.049162 | ✓ |
| HIVE DIGITAL TECHNOLOGIES LTD | 0.045792 | ✓ |
| IREN LTD | 0.045253 | ✓ |
| TRUMP MEDIA & TE | 0.044041 |  |
| HUT 8 CORP | 0.043409 | ✓ |
| BULLISH | 0.043032 | ✓ |
| CORE SCIENTIFIC INC | 0.042690 | ✓ |
| CLEANSPARK INC | 0.039346 | ✓ |
| BITMINE IMMERSION TECHNOLOGIES INC | 0.038413 | ✓ |
| STRATEGY INC CL A | 0.034756 | ✓ |
| MARATHON DIGITAL HOLDINGS INC | 0.034350 | ✓ |
| COINBASE GLOBAL INC | 0.034250 | ✓ |
| BIT DIGITAL INC | 0.033077 |  |
| RIOT PLATFORMS INC | 0.027021 | ✓ |
| BLOCK INC CL A | 0.025571 | ✓ |
| CIPHER MINING INC | 0.023815 | ✓ |
| CANAAN INC DEPOSITARY RECEIPT | 0.023290 |  |
| ROBINHOOD MARKETS INC | 0.023005 | ✓ |
| INTERACTIVE BROKERS GROUP INC | 0.021748 | ✓ |
| Twenty One Capital, Inc., Class A | 0.019976 |  |
| APPLIED DIGITAL CORP | 0.015651 | ✓ |
| IG GROUP HOLDING | 0.014404 |  |
| MONEX GROUP INC | 0.013092 |  |
| CUSTOMERS BANCORP INC | 0.012374 |  |
| WISDOMTREE INVESTMENTS INC | 0.012200 |  |
| OSL GROUP LTD | 0.012006 |  |
| BGC GROUP INC-A | 0.011462 |  |
| Opera Ltd. (Norway) | 0.011429 | ✓ |
| PAYPAL HOLDINGS | 0.010701 |  |
| GMO INTERNET GRO | 0.010500 |  |
| CBOE GLOBAL MARKETS INC | 0.010475 |  |
| CME GROUP INC CL A | 0.010320 |  |
| SBI HOLDINGS INC | 0.009380 |  |
| DEFI TECHNOLOGIES INC | 0.008020 |  |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.000023 |  |

## Onchain Economy ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VanEck Bitcoin ETF/US | 0.107006 |  |
| TERAWULF INC | 0.050819 |  |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.043390 |  |
| CIPHER MINING INC | 0.043362 | ✓ |
| IREN LTD | 0.042125 | ✓ |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.042017 |  |
| HUT 8 CORP | 0.032589 | ✓ |
| APPLIED DIGITAL CORP | 0.031438 | ✓ |
| CORE SCIENTIFIC INC | 0.030906 | ✓ |
| MARATHON DIGITAL HOLDINGS INC | 0.024453 | ✓ |
| CIRCLE INTERNET GROUP INC A | 0.023093 |  |
| GALAXY DIGITAL INC A | 0.020857 | ✓ |
| SK HYNIX INC | 0.020171 |  |
| RIOT PLATFORMS INC | 0.018677 | ✓ |
| SOLARIS OIL IN-A | 0.018590 |  |
| BLOCK INC CL A | 0.018472 | ✓ |
| COINBASE GLOBAL INC | 0.017975 | ✓ |
| VISTRA CORP | 0.017603 |  |
| GPGI INC | 0.017175 |  |
| AKER ASA-A SHARE | 0.016991 |  |
| VERTIV HOLDINGS CO | 0.015566 |  |
| CLEANSPARK INC | 0.014932 | ✓ |
| NRG ENERGY INC | 0.014213 |  |
| TALEN ENERGY CORP | 0.013555 |  |
| Brookfield Renewable Partners LP | 0.013387 |  |
| STRATEGY INC CL A | 0.012775 | ✓ |
| BULLISH | 0.012439 | ✓ |
| VanEck Ethereum ETF | 0.012429 |  |
| ENPHASE ENERGY INC | 0.012233 |  |
| SHOPIFY INC CL A | 0.011914 |  |
| SEA LTD ADR | 0.011547 |  |
| LEGENCE CORP-A | 0.011180 |  |
| INTERACTIVE BROKERS GROUP INC | 0.011029 | ✓ |
| ROBINHOOD MARKETS INC | 0.010677 | ✓ |
| MERCADOLIBRE INC | 0.010407 |  |
| REDDIT INC-A | 0.010081 |  |
| VanEck Quantum Computing UCITS ETF | 0.009978 |  |
| WILLIAMS COS INC | 0.009843 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.009730 |  |
| MIRION TECHNOLOGIES INC-A | 0.009490 |  |
| CONSTELLATION ENERGY CORP | 0.009293 |  |
| FUTU HOLDINGS LTD ADR | 0.009092 |  |
| DT MIDSTREAM INC | 0.009049 |  |
| Opera Ltd. (Norway) | 0.008861 | ✓ |
| ALPHABET INC CL A | 0.008267 |  |
| NVIDIA CORP | 0.007929 |  |
| GLOBAL UNICHIP | 0.007729 |  |
| RASPBERRY PI PLC | 0.007055 |  |
| BITFARMS LTD/CANADA COMMON STOCK | 0.006945 |  |
| VanEck Solana ETF | 0.006758 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050053` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1454889/000141036826050053/0001410368-26-050053-index.htm>
- N-PORT (fund B) — accession `0001410368-26-054832` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/768847/000141036826054832/0001410368-26-054832-index.htm>

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