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
NEWS AND INSIGHTS
Schwab Trust Bank Update
Schwab Managed Retirement Trusts and Schwab Indexed Retirement Trusts Pricing Updates and 2065 AdditionQuarterly Commentary
Quarterly performance and key statistics on the SMRT and SIRT Trusts2020 Allocation Announcement
2020 Target date policy allocationsAnnouncementSchwab Trust Bank Update
Schwab Indexed Retirement Trusts price reductionArticle2019 Allocation Announcement
2019 Target date policy allocations and related updatesAnnouncementCharles Schwab Trust Bank charter
Announcing new Charles Schwab Trust Bank charterAnnouncementSchwab Bank Updates
Schwab Institutional Core Plus Fixed Income portfolio updateAnnouncementSchwab Bank Updates
Schwab Institutional Core Plus Fixed Income portfolio updateAnnouncementSchwab Bank Updates
New Unit Class for SMRT fund
Update to legal documents.Behavior-driven glide path design
Improving investor outcomes through a behaviorally driven asset allocation approach in target date funds.ArticleSchwab Bank Updates
Updates to legal documents
Large Cap Value ITF
AnnouncementTarget Date Funds Insights: "To vs. Through"
Read MoreTarget Date Funds Insights: Advancements in target date fund delivery
Read MoreDOL Publication
Target Date Retirement Funds -
Tips for ERISA Plan Fiduciaries
See moreCore Plus Flyer
Fixed Income Strategies in a single investment solutionPreparing for Inflation
The importance of a well-diversified portfolioThe Danger of Unintended Volatility
Importance of understanding embedded risk in multi-asset portfolio design
SPOTLIGHT
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.
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.
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.
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.
Schwab Institutional Diversified International Trust
A multi-managed international equity collective investment trust that uses active strategies and an open-architecture sub-advised approach.
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.