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Crabel Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Crabel Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
+50,447
New +$1.17M 0.85% 23
2026
Q1 		– Sell
-45,108
Closed -$1.05M – 46
2025
Q4 		$1.05M Buy
45,108
+16,577
+58% +$389K 0.8% 27
2025
Q3 		$670K Sell
28,531
-26,300
-48% -$611K 0.6% 32
2025
Q2 		$1.27M Buy
54,831
+12,799
+30% +$294K 0.78% 29
2025
Q1 		$973K Buy
+42,032
New +$963K 1.05% 26
2024
Q4 		– Sell
-77,834
Closed -$1.85M – 46
2024
Q3 		$1.85M Buy
77,834
+46,406
+148% +$1.09M 1.3% 25
2024
Q2 		$716K Buy
31,428
+6,448
+26% +$146K 0.88% 24
2024
Q1 		$575K Sell
24,980
-21,478
-46% -$494K 0.5% 41
2023
Q4 		$1.08M Buy
+46,458
New +$1.04M 0.51% 45
2023
Q3 		– Sell
-58,820
Closed -$1.36M – 111
2023
Q2 		$1.36M Buy
58,820
+22,002
+60% +$512K 0.56% 41
2023
Q1 		$864K Buy
36,818
+7,516
+26% +$175K 0.38% 52
2022
Q4 		$669K Buy
+29,302
New +$667K 0.24% 68
2022
Q3 		– Sell
-24,090
Closed -$577K – 69
2022
Q2 		$577K Sell
24,090
-34,794
-59% -$842K 0.3% 51
2022
Q1 		$1.49M Sell
58,884
-57,452
-49% -$1.49M 0.46% 55
2021
Q4 		$3.13M Buy
116,336
+92,000
+378% +$2.49M 0.56% 55
2021
Q3 		$660K Sell
24,336
-87,040
-78% -$2.39M 0.2% 73
2021
Q2 		$3.04M Buy
+111,376
New +$3.02M 0.63% 56
2021
Q1 		– Sell
-138,834
Closed -$3.89M – 118
2020
Q4 		$3.89M Buy
+138,834
New +$3.88M 0.94% 36

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Crabel Capital Management's SCHZ Position: Q2 2026 in Review

Crabel Capital Management opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 50,447 shares worth $1.17M. The stake represents 0.85% of the portfolio and ranks #23 among its holdings. This is a return to the name: Crabel Capital Management previously reported a position in SCHZ as recently as Q4 2025.

Crabel Capital Management first reported a position in SCHZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.89M in Q4 2020. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Crabel Capital Management held 50,447 shares of Schwab US Aggregate Bond ETF worth $1.17M as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Crabel Capital Management position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.85% of Crabel Capital Management's portfolio in Q2 2026, its #23 holding.
  • Crabel Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Crabel Capital Management's Schwab US Aggregate Bond ETF position peaked at $3.89M in Q4 2020.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Crabel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.