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 Trust Bank’s equity trusts for your qualified retirement plan.

  • Retirement plans have diverse needs. We help to 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 employs 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™

This 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: 06/24/2004
    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-recognized sub-advisors:

  • AllianceBernstein

  • Brown Advisory

  • Capital Group

    Capital Group

  • 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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