Charles Schwab Trust Bank Collective Investment Trusts


We Offer:

Diverse investment options for qualified retirement plan

We Are:

Target date fund pioneers-our trusts are built with high fiduciary standards putting individual investors first

We Leverage:

Schwab's overall expertise in fund administration, portfolio management, plan sponsor servicing, and participant education

SMRT/SIRT Overview Guide 

NEWS AND INSIGHTS


PERFORMANCE

Click the attached link for Collective Investment Trusts Monthly Performance Data.

Collective Investment Trust Performance

CONSULTANT REPORTING PACKAGES

Report packages available quarterly for consultants to use for their client reviews of the SMRT and SIRT trusts


Collective Investment Trusts (CITs) Overview

Schwab Managed Retirement Trusts (SMRTs)

Target date collective investment trusts that use a combination of active and passive strategies, and an open-architecture sub-advised approach.

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Summary |  | Quarterly Commentary

Schwab Indexed Retirement Trusts (SIRTs)

Target date collective investment trusts that use primarily passive strategies, and an open-architecture sub-advised approach.

Schwab Institutional Large Cap Value Trust

A domestic large cap value collective investment trust that uses an active strategy and an open-architecture sub-advised approach.

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Schwab Institutional Large Cap Growth Trust

A domestic large cap growth collective investment trust that uses an active strategy and an open-architecture sub-advised approach.

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Fact Sheet

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Schwab Institutional Small Cap Trust (Closed)

A multi-managed domestic small cap equity collective investment trust that uses active strategies and an open-architecture sub-advised approach.

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Fact Sheet

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Schwab Institutional Diversified International Trust

A multi-managed international equity collective investment trust that uses active strategies and an open-architecture sub-advised approach.

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Schwab Institutional Core-Plus Fixed Income Trust

A multi-managed core plus fixed income collective investment trust that uses active and passive strategies and an open-architecture sub-advised approach.

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