Collective Investment Trusts that put individuals first.
Charles Schwab Trust Bank offers a range of trusts built to the highest fiduciary standards.
Charles Schwab Trust Bank is pleased to announce enhancements to the Schwab Target Date Solutions, effective February 1, 2025. Learn More.
Retirement plans have diverse needs. We meet them.
The needs of our clients vary widely. That’s why we’ve developed a range of Collective Investment Trust (CIT) products, including target date trusts, equity trusts (U.S. and international), and fixed income trusts. Each trust employs industry-recognized sub-advisors and is available to qualified retirement plans.
The right-sized product for any-size client.
Explore our range of CITs for qualified retirement plans.
-
Target date trusts
Schwab Managed Retirement Trusts™ and Schwab Indexed Retirement Trusts™
-
Equity trusts
Schwab Institutional Large Cap Value Trust™, Schwab Institutional Large Cap Growth Trust™, Schwab Institutional Small Cap Trust™ (closed to new investors), Schwab Institutional Diversified International Trust™
-
Fixed income trusts
Schwab Institutional Core Plus Fixed Income Trust™
Featured updates
The documents and information you need now.
Find and download the latest monthly performance data, announcements, reports, and legal documents.
