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TRUST BANK
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 * About
   * * * About us
       * Team
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   * * * Schwab Target Date Trusts
       * Schwab Managed Retirement Trusts
       * Schwab Indexed Retirement Trusts
     * * Schwab Equity Trusts
       * Schwab Fixed Income Trusts
 * Resources
   * * * Announcements & insights
       * Legal & operational
       * Download center
 * Contact Us

TRUST BANK Log In



COLLECTIVE INVESTMENT TRUSTS THAT PUT INDIVIDUALS FIRST.

Charles Schwab Trust Bank offers a range of trusts built to the highest
fiduciary standards.


RECENT MARKET UPDATES


 * BANK HOLDINGS IN SCHWAB TARGET DATE SOLUTIONS FAQS
   
   



Charles Schwab Trust Bank is pleased to announce enhancements to the Schwab
Target Date Solutions, effective February 1, 2023. These include changes to the
sub-asset classes and underlying portfolio enhancements. Learn more.

Click here to read our Schwab Target Date Solutions 2023 Rolldown Perspective.


RETIREMENT PLANS HAVE DIVERSE NEEDS. WE MEET THEM.

The needs of our clients vary widely. That’s why we’ve developed a range of
Collective Investment Trust (CIT) products, including target date trusts, equity
trusts (U.S. and international), and fixed income trusts. Each trust employs
industry-recognized sub-advisors and is available to qualified retirement plans.




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THE RIGHT-SIZED PRODUCT FOR ANY-SIZE CLIENT.

Explore our range of CITs for qualified retirement plans.

 * TARGET DATE TRUSTS
   
   Schwab Managed Retirement Trusts™ and Schwab Indexed Retirement Trusts™
   
   Explore Schwab Bank target date trusts >

 * EQUITY TRUSTS
   
   Schwab Institutional Large Cap Value Trust™, Schwab Institutional Large Cap
   Growth Trust™, Schwab Institutional Small Cap Trust™ (closed to new
   investors), Schwab Institutional Diversified International Trust™
   
   Explore equity trusts >

 * FIXED INCOME TRUSTS
   
   Schwab Institutional Core Plus Fixed Income Trust™
   
   Explore fixed income trusts >



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FEATURED UPDATES

 * Announcements and Insights
   
   
   2022 COLLECTIVE TRUST FUNDS FINANCIAL STATEMENTS
   
   Charles Schwab Trust Bank (CSTB) announces the release of the audited 2022
   Financial Statements for each collective trust fund.
 * Reports
   
   
   COLLECTIVE INVESTMENT TRUSTS MONTHLY PERFORMANCE
   
   
 * Reports
   
   
   SMRT CONSULTANT REPORTING PACKAGE
   
   
 * Reports
   
   
   SIRT CONSULTANT REPORTING PACKAGE
   
   

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THE DOCUMENTS AND INFORMATION YOU NEED NOW.

Find and download the latest monthly performance data, announcements, reports,
and legal documents.

 * DOWNLOAD CENTER
   
   Find fact sheets, performance and allocation data, summaries and
   commentaries.
   
   
 * ANNOUNCEMENTS & INSIGHTS
   
   Find the latest important news and information.
   
   
 * LEGAL & OPERATIONAL
   
   Download key documents.
   
   



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0223-3F7P 0823-3UVN

The information presented on this website is for institutional use only by plan
sponsors, consultants, broker-dealers, and advisors. It is not intended for use
by retirement plan participants.

The Schwab Managed Retirement Trust Funds™, Schwab Indexed Retirement Trust
Funds™ and Schwab Institutional Trust Funds™ (each a “Trust”, collectively the
“Trusts” or “Collective Investment Trusts (CITs)") are collective investment
trusts maintained by Charles Schwab Trust Bank (CSTB), as trustee. They are
available for investment only by eligible retirement plans and entities. Charles
Schwab Trust Bank’s Collective Investment Trusts are not insured by FDIC or any
other type of deposit insurance; are not deposits or other obligations of, and
are not guaranteed by CSTB or any of its affiliates; and involve investment
risks, including possible loss of principal invested. The Trusts are not mutual
funds and are exempt from registration and regulation under the Investment
Company Act of 1940 (the “1940 Act”), and their units are not registered under
the Securities Act of 1933, or applicable securities laws of any state or other
jurisdiction. Unit holders of the Trusts are not entitled to the protections of
the 1940 Act. The decision to invest in the Trusts should be carefully
considered. The Trusts’ unit values will fluctuate and may be worth more or less
when redeemed, so unit holders may lose money. The Trusts are not sold by
prospectus and are not available for investment by the public. The Trusts’
prices are not quoted in newspapers.

The Charles Schwab Corporation provides services to retirement and other
employee benefit plans and participants through its separate but affiliated
companies and subsidiaries: Charles Schwab Trust Bank (CSTB); Charles Schwab &
Co., Inc.; Schwab Asset Management, the dba name for Charles Schwab Investment
Management, Inc. (CSIM); and Schwab Retirement Plan Services, Inc. Trust,
custody and deposit products and service are available through CSTB, Member
FDIC. Brokerage products and services are offered by Charles Schwab & Co., Inc.
(Member SIPC). Schwab Retirement Plan Services, Inc. is not a fiduciary to
retirement plans or participants and only provides recordkeeping and related
services to retirement plans. Schwab Asset Management provides investment
research, advisory and administration services to CSTB and the Trusts. Schwab
Asset Management is an investment advisers registered with the Securities and
Exchange Commission.

The Charles Schwab Trust Bank CITs™ select investments based on advice received
from, or products offered by, industry-recognized investment management firms
("sub-advisors"). The Trusts  access investment strategies through various
investment vehicles including, but not limited to, collective investment trusts,
mutual funds, and/or exchange-traded funds and may also access strategies
through sub-advisors engaged by Charles Schwab Trust Bank to advise one or more
separate accounts of a Trust. The Trusts may invest in securities directly
managed by Schwab Asset Management, including Schwab ETFs, and from which Schwab
Asset Management earns advisory fees. Exposure to some strategies may be
indirect through investment in other Charles Schwab Trust Bank CITs. The Schwab
Managed Retirement Trust™ invests in the Schwab Institutional Large Cap Value
Trust™, Schwab Institutional Large Cap Growth Trust™, Schwab Institutional Small
Cap Trust™, Schwab Institutional International Diversified Trust™, and Schwab
Institutional Core Plus Fixed Income Trust™.

© 2023 Charles Schwab Trust Bank. All rights reserved. (0122-1FC4)

 * About
   * About Us
   * Team
 * Products
   * Schwab Target Date Trusts
   * - Schwab Managed Retirement Trusts
   * - Schwab Indexed Retirement Trusts
   * Schwab Fixed Income Trusts
   * Schwab Equity Trusts
 * Resources
   * Announcements & Insights
   * Legal & Operational Support
   * Download Center
 * Contact Us
   * Contact Us

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