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General Notifications

 
Explanation of Fees and Services
Schwab Trust Bank CITs Notice of Compliance Obligations (April 2018)
DOL Filing Notification (2018)
CUSIP Details

Schwab Managed Retirement Trusts™ (SMRTs)

Trust Name
Declaration of
Trust
Participation
Agreement
Financial
Statements
SMRT

Schwab Indexed Retirement Trusts® (SIRTs)

Trust Name
Declaration of
Trust
Participation
Agreement
Financial
Statements
SIRT

Schwab Diversified Allocation Trusts

Trust Name
Financial
Statements
Schwab Diversified Allocation Trusts
 

Schwab Diversified Allocation Trusts closed August 2017

Schwab Institutional Trusts®

Trust Name
Declaration of
Trust
Participation
Agreement
Financial
Statements
Schwab Institutional Large Cap Value Trust
Schwab Institutional Large Cap Growth Trust
Schwab Institutional Small Cap Trust (Closed)
Schwab Institutional Diversified International Trust

Schwab Institutional Trusts®

Trust Name
Declaration of
Trust
Participation
Agreement
Financial
Statements
Schwab Institutional Core Plus Fixed Income Trust