Assets Under Management chart

Charles Schwab Trust Bank CITs

  • Diverse investment solutions for qualified retirement plans
  • Innovative investment approach that uses sub-advisors to provide institutional investment management benefits to participants
  • $15.8 Billion in assets as of March 31, 2019. 

View Performance  |  SMRT/SIRT Overview GuideBrochure

NEWS AND INSIGHTS


SPOTLIGHT

SMRT & SIRT Trusts
Learn more about our active and passive strategies, and our open architecture sub-advised approach to investing.

Contact Us – 877-824-5615
Email Us – schwabtrustbankcollectives@schwab.com

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


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


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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