Equity Trust
Equity Trust

Schwab Institutional Trusts—Equity

Schwab Institutional Trusts® are Collective Investment Trusts (CITs) maintained by Charles Schwab Trust Bank (Schwab Trust Bank or CSTB).

Consider Schwab’s equity trusts for your qualified retirement plan.

  • Retirement plans have diverse needs. We meet them.

    The needs of our clients vary widely. That’s why we have developed a portfolio of CIT products, including a variety of equity trusts— each one provides industry-recognized sub-advisors and is available to qualified retirement plans.

  • Our objective is to seek long-term capital appreciation

    Our equity trusts are actively managed and designed to meet particular asset class or category needs with the goal of seeking long-term capital appreciation.


Schwab Institutional Large Cap Value Trust

The Trust invests primarily in one or more actively managed sub-advised strategies that look for companies that appear to be temporarily undervalued by the stock market but have a favorable outlook for long-term growth.

  • Retirement

  • Institutional
  • Select
  • Retirement

    (closed to new investors)
    Inception Date: 01/03/2002
    Expense Ratio: 0.63%
  • Institutional
    (closed to new investors)
    Inception Date: 05/03/2010
    Expense Ratio: 0.38%
  • Select
    Inception Date: 03/21/2018
    Expense Ratio: 0.42%

Schwab Institutional Large Cap Growth Trust

This Trust invests primarily in one or more actively managed sub-advised strategies consisting primarily of equity securities issued by large U.S. companies. The sub-advised strategies look for well-established companies that exhibit or have the potential for growth in stock price.

  • Retirement
  • Institutional
  • Retirement
    Inception Date: --
    Expense Ratio: 0.74%
  • Institutional
    Inception Date: 10/01/2002
    Expense Ratio: 0.54%

Schwab Institutional Small Cap Trust

This Trust invests primarily in one or more sub-advised strategies that consist primarily of equity securities of smaller companies.

  • Institutional
  • Institutional
    (closed to new investors)
    Inception Date: 06/25/2004
    Expense Ratio: 0.65%

Schwab Institutional Diversified International Trust

This Trust invests primarily in one or more sub-advised strategies composed of equity securities of companies located or operating primarily outside the United States, including those in developed and emerging markets.

  • Retirement
  • Institutional
  • Retirement
    Inception Date: --
    Expense Ratio: 1.04%
  • Institutional
    Inception Date: 10/26/2010
    Expense Ratio: 0.79%

Our industry-leading sub-advisors:

  • AllianceBernstein

  • American Funds

  • Brown Advisory

  • Dimensional Fund Advisors

  • Dodge & Cox

  • Macquarie Investment Management

  • Peregrine Capital Management

  • State Street Global Advisors

  • Thompson, Siegel & Walmsley LLC

  • Wellington Management

  • William Blair


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