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Schwab Managed Retirement Trusts™ (SMRTs)

Trust Name
Historical Returns
by Trust
Historical Returns
by Sub-Advisor
Policy & Actual Allocations
Composite Index
Allocations
Holdings Default Mapping Schedule SMRT Consultant Reporting Package Flows SMRT Attribution Report
SMRT

Schwab Indexed Retirement Trusts® (SIRTs)

Trust Name
Historical Returns
by Trust
Historical Returns
by Sub-Advisor
Policy & Actual Allocations
Composite Index
Allocations
Holdings Default Mapping Schedule SIRT Consultant Reporting 
Package
Flows
SIRT
Trust Name Historical Returns
by Trust
Holdings Flows
Schwab Diversified Allocation Trusts

Schwab Diversified Allocation Trusts closed August 2017

Schwab Institutional Trusts®

Trust Name
Historical Returns
by Trust
Historical Returns
by Sub-Advisor
Holdings Flows
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
Historical Returns
by Trust
Historical Returns
by Sub-Advisor
Holdings Flows
Schwab Institutional Core Plus Fixed Income Trust