Collective Investment Trusts that put individuals first.

Charles Schwab Trust Bank offers a range of trusts built to the highest fiduciary standards.

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®

    Explore Schwab Bank target date 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

    Explore equity trusts >

  • Fixed income trusts

    Schwab Institutional Core Plus Fixed Income Trust

    Explore fixed income trusts >


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