bankcollectives-qa.dev.schwab.tech
Open in
urlscan Pro
23.38.170.146
Public Scan
Submitted URL: http://bankcollectives-qa.dev.schwab.tech/
Effective URL: https://bankcollectives-qa.dev.schwab.tech/
Submission: On September 07 via api from US — Scanned from US
Effective URL: https://bankcollectives-qa.dev.schwab.tech/
Submission: On September 07 via api from US — Scanned from US
Form analysis
2 forms found in the DOMName: GoogleSearchForm — GET /search
<form action="/search" role="search" id="GoogleSearchForm1" name="GoogleSearchForm" autocomplete="off" method="get">
<div class="input-area">
<input name="q" type="text" placeholder="Search" aria-label="Search field" role="searchbox">
<button class="search-icon sch-search" type="submit" aria-label="Submit search"></button>
</div>
</form>
Name: GoogleSearchForm — GET /search
<form action="/search" role="search" id="GoogleSearchForm1" name="GoogleSearchForm" autocomplete="off" method="get">
<div class="input-area">
<input name="q" type="text" placeholder="Search" aria-expanded="false" aria-label="Search">
<button class="search-icon sch-search" type="submit" aria-label="Site Navigation Search"></button>
</div>
</form>
Text Content
Skip to content TRUST BANK * * About * * * About us * Team * Products * * * 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. -------------------------------------------------------------------------------- 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 > -------------------------------------------------------------------------------- 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 -------------------------------------------------------------------------------- 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. -------------------------------------------------------------------------------- 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 * Contact Us * Careers * Site Map * Privacy