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About Us

Charles Schwab Bank's Collective Trust Funds (Schwab Bank CTFs) continue Schwab's history of delivering innovative products and services to the financial marketplace.

Browse the timeline at right to see the important role that the Schwab Bank CTFs have played in the evolution of Schwab's offerings.

Diverse investment options for qualified retirement plans, Schwab Bank CTFs:

  • Keep the needs of the individual plan participant in mind 
  • Leverage Schwab's overall expertise in fund administration, portfolio management, plan sponsor servicing, and participant education 
  • Grow relationships with leading investment firms that serve as sub-advisors1 to the Funds
Schwab Timeline

INVESTMENT MANAGEMENT TEAM

Charles Schwab Investment Management, Inc. provides non-discretionary investment advice, asset allocation, portfolio construction, cash-flow monitoring, and sub-advisor oversight support services for the Schwab Bank CTFs.

NEWS AND INSIGHTS

Find the latest announcements, press releases, and articles about the Schwab Bank CTFs and subscribe to updates via email.

CONTACT US

For more information about the Schwab Bank CTFs, call or email us.

877-824-5615