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 will be increasing equity by 2-5% across the SMRT and SIRT glide path effective February 1, 2022. Additionally, there will be adjustments to the Real Estate and Inflation-Protected Bond allocations, and a fixed income strategy within the Schwab Institutional Core Plus Fixed Income Trust, which SMRT invests in, will be replaced. Please see the announcement and video for more details.
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 (domestic 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 TrustsTM and Schwab Indexed Retirement 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
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