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General Notifications

 
Explanation of Fees and Services
Schwab Bank Collective Trust Funds Notice of Compliance Obligations (April 2018)
DOL Filing Notification (2018)
CUSIP Details

Schwab Managed Retirement Trust Funds™ (SMRT Funds)

Fund Name
Declaration of
Trust
Participation
Agreement
Financial
Statements
SMRT Funds

Schwab Indexed Retirement Trust Funds® (SIRT Funds)

Fund Name
Declaration of
Trust
Participation
Agreement
Financial
Statements
SIRT Funds

Schwab Diversified Allocation Trust Funds

Fund Name
Financial
Statements
Schwab Diversified Allocation Trust Funds
 

Schwab Diversified Allocation Trust Funds closed August 2017

Schwab Institutional Trust Funds®

Fund Name
Declaration of
Trust
Participation
Agreement
Financial
Statements
Schwab Institutional Large Cap Value Trust Fund
Schwab Institutional Large Cap Growth Trust Fund
Schwab Institutional Small Cap Trust Fund (Closed)
Schwab Institutional Diversified International Trust Fund

Schwab Institutional Trust Funds®

Fund Name
Declaration of
Trust
Participation
Agreement
Financial
Statements
Schwab Institutional Core Plus Fixed Income Trust Fund