Announcements & Insights Documents Announcements and Insights Schwab Institutional Core Plus Fixed Income Trust underlying strategy update Charles Schwab Trust Bank announces an update to the Schwab Institutional Core Plus Fixed Income Trust which is also an underlying investment in the Schwab Managed Retirement Trusts (SMRT). Announcements and Insights Behavior-driven glide path design Improving investor outcomes through a behaviorally driven asset allocation approach in target date funds. Announcements and Insights 2023 Collective Trust Funds Financial Statements Charles Schwab Trust Bank (CSTB) announces the release of the audited 2023 Financial Statements for each collective trust fund. Announcements and Insights 2024 Target Date Policy Allocations and Portfolio Updates Charles Schwab Trust Bank is pleased to announce enhancements to the Schwab Target Date Solutions, effective February 1, 2024. Announcements and Insights Schwab Target Date Solutions 2024 Rolldown Perspective Announcements and Insights DOL Publication Tips for ERISA Plan Fiduciaries