Schwab Institutional Trusts—
Fixed Income
The Schwab Institutional Trusts™ are Collective Investment Trusts (CITs) maintained by Charles Schwab Trust Bank (Schwab Trust Bank or CSTB).
Our objective is to seek total return
Our fixed income trust is a multi-managed core plus fixed income CIT that utilizes active and passive strategies with an open architecture sub-advised approached to investing.
Schwab Institutional Core Plus Fixed Income Trust™
The trust uses investment strategies that invest primarily in dollar-denominated, investment-grade fixed income securities. Additionally, the Trust may contain allocations to high-yield corporate bonds and global and emerging market debt.
- Unit Class I
- Unit Class III
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Unit Class IInception Date: --Expense Ratio: 0.55%Unit Class IIIInception Date: 10/01/2002Expense Ratio: 0.35%
Our industry-recognized sub-advisors:
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Baird Advisors -
BlackRock -
Loomis, Sayles & Company -
Mellon Investments