Assets Under Management chart

Charles Schwab Bank Collective Trust Funds

  • Diverse investment solutions for qualified retirement plans
  • Innovative investment approach that uses sub-advisors to provide institutional investment management benefits to participants
  • $12.1 Billion as of June 30, 2016

View Fund Performance  |  Download Overview GuideDownload Brochure

NEWS


SPOTLIGHT

SMRT & SIRT Funds
Learn more about our Funds that use a combination of active and passive strategies, and an open architecture sub-advised approach to investing.

SMRT Funds Questionnaire
SIRT Funds Questionnaire

STAY CONNECTED TO SCHWAB BANK CTFs

Email
We'll send CTF news to your inbox each month.


Collective Trust Funds (CTFs) Overview

Schwab Managed Retirement Trust Funds
(SMRT Funds)

Target date funds that use a combination of active and passive strategies, and an open-architecture sub-advised approach.

Download
Summary |  | Quarterly Commentary

Schwab Indexed Retirement Trust Funds
(SIRT Funds)

Target date funds that use primarily passive strategies, and an open-architecture sub-advised approach.

Schwab Diversified Allocation Trust Funds

Actively managed, global asset allocation funds that use primarily index ETFs and a sub-advised approach.

Schwab Institutional Large Cap Value Trust Fund

A domestic large cap value fund that uses an active strategy and an open-architecture sub-advised approach.


Schwab Institutional Large Cap Growth Trust Fund

A domestic large cap growth fund that uses an active strategy and an open-architecture sub-advised approach.


Schwab Institutional Small Cap Trust Fund (Closed)

A multi-managed domestic small cap equity fund that uses active strategies and an open-architecture sub-advised approach.


Schwab Institutional Diversified International Trust Fund

A multi-managed international equity fund that uses active strategies and an open-architecture sub-advised approach.


Schwab Institutional Core Plus Fixed Income Trust Fund

A multi-managed core plus fixed income fund that uses active and passive strategies and an open-architecture sub-advised approach.