SCHWAB US AGGREGATE BOND ETF FUND is a security (CUSIP 808524839) tracked across SEC portfolio filings. 712 institutional managers reported $4.3B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $25.1M via N-PORT as of 2026-03-31.
Showing 15 of 712 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | NEW YORK, NY | $307.6M | 13,282,650 |
| Rockbridge Investment Management, LCC | SYRACUSE, NY | $225.1M | 9,693,597 |
| Avantax Planning Partners, Inc. | DUBUQUE, IA | $184.5M | 7,975,307 |
| Charles Schwab Trust Co | HENDERSON, NV | $152.7M | 6,601,917 |
| Financial Engines Advisors L.L.C. | SANTA CLARA, CA | $125.7M | 5,413,829 |
| CWM, LLC | OMAHA, NE | $111.2M | 4,789,548 |
| HighTower Advisors, LLC | CHICAGO, IL | $99.3M | 4,292,060 |
| Kohmann Bosshard Financial Services, LLC | FAIRLAWN, OH | $89.2M | 3,855,498 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $80.6M | 3,483,103 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $72.7M | 3,131,198 |
| RATIONAL ADVISORS, INC. | San Juan, PR | $72.7M | 3,142,160 |
| McAdam, LLC | Philadelphia, PA | $60.4M | 2,609,832 |
| MORGAN STANLEY | NEW YORK, NY | $52.8M | 2,273,858 |
| Pioneer Wealth Management Group | AUSTIN, TX | $52.0M | 2,249,290 |
| Mariner, LLC | Overland Park, KS | $50.1M | 2,156,252 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Schwab VIT Growth Portfolio | SCHWAB ANNUITY PORTFOLIOS | $25.1M | 1455.32% |