Schwab Institutional Trusts—
Fixed Income

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

Our objective is to seek total return

Our fixed income trust is a multi-managed core plus fixed income CIT that utilizes active and passive strategies with an open architecture sub-advised approached to investing.

Schwab Institutional Core Plus Fixed Income Trust™

The trust uses investment strategies that invest primarily in dollar-denominated, investment-grade fixed income securities. Additionally, the Trust may contain allocations to high-yield corporate bonds and global and emerging market debt.

  • Unit Class I
  • Unit Class III
  • Unit Class I
    Inception Date: --
    Expense Ratio: 0.55%
  • Unit Class III
    Inception Date: 10/01/2002
    Expense Ratio: 0.35%

Our industry-recognized sub-advisors:

  • Baird Advisors

  • Loomis, Sayles & Company

  • Mellon Investments

  • Western Asset Management Company