Schwab Institutional™ Trusts—Equity
Schwab Institutional Trusts are Collective Investment Trusts (CITs) maintained by Charles Schwab Trust Bank (Schwab Trust Bank or CSTB).
Consider Schwab Trust Bank’s equity trusts for your qualified retirement plan.
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Retirement plans have diverse needs. We help to meet them.
The needs of our clients vary widely. That’s why we have developed a portfolio of CIT products, including a variety of equity trusts— each one employs industry-recognized sub-advisors and is available to qualified retirement plans.
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Our objective is to seek long-term capital appreciation
Our equity trusts are actively managed and designed to meet particular asset class or category needs with the goal of seeking long-term capital appreciation.
Schwab Institutional Large Cap Value Trust™
This Trust invests primarily in one or more actively managed sub-advised strategies that look for companies that appear to be temporarily undervalued by the stock market but have a favorable outlook for long-term growth.
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Retirement
- Institutional
- Select
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Retirement>(closed to new investors)Inception Date: 01/03/2002Expense Ratio: 0.63%Institutional>(closed to new investors)Inception Date: 05/03/2010Expense Ratio: 0.38%SelectInception Date: 03/21/2018>Expense Ratio: 0.42%
Schwab Institutional Large Cap Growth Trust™
This Trust invests primarily in one or more actively managed sub-advised strategies consisting primarily of equity securities issued by large U.S. companies. The sub-advised strategies look for well-established companies that exhibit or have the potential for growth in stock price.
- Institutional
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Institutional>
Schwab Institutional Small Cap Trust™
This Trust invests primarily in one or more sub-advised strategies that consist primarily of equity securities of smaller companies.
- Institutional
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Institutional>
Schwab Institutional Diversified International Trust™
This Trust invests primarily in one or more sub-advised strategies composed of equity securities of companies located or operating primarily outside the United States, including those in developed and emerging markets.
- Institutional
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Institutional>
Our industry-recognized sub-advisors:
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AllianceBernstein -
American Century -
Brown Advisory -
Capital Group -
Dimensional Fund Advisors -
Dodge & Cox -
Driehaus Capital Management -
JP Morgan Investment Management -
Macquarie Investment Management -
Peregrine Capital Management -
Thompson, Siegel & Walmsley LLC
Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested