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Schwab Managed Retirement Trusts™ (SMRTs)

Unit Class Fact
Sheet
Unit Class I PDF icon
Unit Class II PDF icon
Unit Class III PDF icon
Unit Class IV PDF icon
Unit Class V1 PDF icon
Unit Class VI2 PDF icon

1To invest in SMRT Unit Class V, a plan must map a minimum of $100 million or plans must be greater than $400 MM in total plan assets.
2To invest in SMRT Unit Class VI, a plan must map a minimum of $1 billion.

Schwab Indexed Retirement Trusts® (SIRTs)

Unit Class
Fact
Sheet
Unit Class I
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Unit Class II (Closed October 2017)
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Schwab Diversified Allocation Trusts

Trust Name - Unit Class Fact
Sheet
Diversified Growth - Retirement
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Diversified Growth - Institutional
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Diversified Aggressive - Retirement PDF icon
Diversified Aggressive - Institutional PDF icon

Schwab Diversified Allocation Trusts closed August 2017

Schwab Institutional Trusts®

Trust Name – Unit Class
Fact
Sheet
Large Cap Value – Retirement (Closed to new investors)
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Large Cap Value – Institutional (Closed to new investors)
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Large Cap Value – Select
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Large Cap Growth – Institutional
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Small Cap – Institutional (Closed to new investors)
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Diversified International – Institutional
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Schwab Institutional Trusts®

Trust Name – Unit Class
Fact
Sheet
Core Plus Fixed Income – Unit Class I (Currently no participating plans)
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Core Plus Fixed Income – Unit Class III
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