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 III
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Unit Class III
Our industry-recognized sub-advisors:
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Baird Advisors -
BlackRock -
Loomis, Sayles & Company -
Mellon Investments