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About Us

Charles Schwab Trust Bank CITs continue Schwab's history of delivering innovative products and services to the financial marketplace.

Browse the timeline at right to see the important role that the Charles Schwab Trust Bank CITs have played in the evolution of Schwab's offerings.

Diverse investment options for qualified retirement plans, Charles Schwab Trust Bank CITs:

  • Keep the needs of the individual plan participant in mind 
  • Leverage Schwab's overall expertise in fund administration, portfolio management, plan sponsor servicing, and participant education 
  • Grow relationships with leading investment firms that serve as sub-advisors1 to the Trusts
Schwab Timeline

INVESTMENT MANAGEMENT TEAM

Charles Schwab Investment Management, Inc. provides non-discretionary investment advice, asset allocation, portfolio construction, cash-flow monitoring, and sub-advisor oversight support services for the Schwab Trust Bank CITs.

NEWS AND INSIGHTS

Find the latest announcements, press releases, and articles about the Schwab Trust Bank CITs and subscribe to updates via email.

CONTACT US

For more information about the Schwab Trust Bank CITs, call or email us.

877-824-5615