# SCHWAB US AGGREGATE BOND ETF FUND

SCHWAB US AGGREGATE BOND ETF FUND is a security (CUSIP 808524839) tracked across SEC portfolio filings. 714 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.

## Summary

- Issuer: SCHWAB US AGGREGATE BOND ETF
- Class: FUND
- CUSIP: 808524839
- Asset category: EC
- 13F holders: 714
- 13F value: $4.3B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $25.1M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 714 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.](https://search.stillhousedata.com/firm/106237) | 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](https://search.stillhousedata.com/firm/145323) | 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.](https://search.stillhousedata.com/firm/111452) | 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](https://search.stillhousedata.com/firm/133429) | AUSTIN, TX | $52.0M | 2,249,290 |
| Mariner, LLC | Overland Park, KS | $50.1M | 2,156,252 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Schwab VIT Growth Portfolio](https://search.stillhousedata.com/fund/S000036328) | SCHWAB ANNUITY PORTFOLIOS | $25.1M | 1455.32% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524839.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.