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Schwab Managed Retirement Trusts™ (SMRTs)
Unit Class | Fact Sheet |
Unit Class I | ![]() |
Unit Class II | ![]() |
Unit Class III | ![]() |
Unit Class IV | ![]() |
Unit Class V1 | ![]() |
Unit Class VI2 | ![]() |
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 Unit Class VI by a plan either custodied or not custodied with Charles Schwab Trust Bank, a minimum initial investment of $350MM or plan assets >$1 Billion, pricing and minimum effective January 1, 2021.
Schwab Institutional Trusts®
Trust Name – Unit Class |
Fact
Sheet |
Large Cap Value – Retirement (Closed to new investors) | |
Large Cap Value – Institutional (Closed to new investors) | |
Large Cap Value – Select | |
Large Cap Growth – Institutional | |
Small Cap – Institutional (Closed to new investors) | |
Diversified International – Institutional |