Schwab Institutional Trusts—Equity
Schwab Institutional Trusts™ are Collective Investment Trusts (CITs) maintained by Charles Schwab Trust Bank (Schwab Trust Bank or CSTB).
Consider Schwab Trust Bank’s equity trusts for your qualified retirement plan.
-
Retirement plans have diverse needs. We help to meet them.
The needs of our clients vary widely. That’s why we have developed a portfolio of CIT products, including a variety of equity trusts— each one employs industry-recognized sub-advisors and is available to qualified retirement plans.
-
Our objective is to seek long-term capital appreciation
Our equity trusts are actively managed and designed to meet particular asset class or category needs with the goal of seeking long-term capital appreciation.
Schwab Institutional Large Cap Value Trust™
This Trust invests primarily in one or more actively managed sub-advised strategies that look for companies that appear to be temporarily undervalued by the stock market but have a favorable outlook for long-term growth.
-
Retirement
- Institutional
- Select
-
Retirement(closed to new investors)Inception Date: 01/03/2002Expense Ratio: 0.63%Institutional(closed to new investors)Inception Date: 05/03/2010Expense Ratio: 0.38%SelectInception Date: 03/21/2018Expense Ratio: 0.42%
Schwab Institutional Large Cap Growth Trust™
This Trust invests primarily in one or more actively managed sub-advised strategies consisting primarily of equity securities issued by large U.S. companies. The sub-advised strategies look for well-established companies that exhibit or have the potential for growth in stock price.
- Retirement
- Institutional
-
RetirementInception Date: --Expense Ratio: 0.74%InstitutionalInception Date: 10/01/2002Expense Ratio: 0.54%
Schwab Institutional Small Cap Trust™
This Trust invests primarily in one or more sub-advised strategies that consist primarily of equity securities of smaller companies.
- Institutional
-
Institutional
Schwab Institutional Diversified International Trust™
This Trust invests primarily in one or more sub-advised strategies composed of equity securities of companies located or operating primarily outside the United States, including those in developed and emerging markets.
- Retirement
- Institutional
-
RetirementInception Date: --Expense Ratio: 1.04%InstitutionalInception Date: 10/26/2010Expense Ratio: 0.79%
Our industry-recognized sub-advisors:
-
AllianceBernstein -
Brown Advisory -
Capital Group -
Dimensional Fund Advisors -
Dodge & Cox -
Macquarie Investment Management -
Peregrine Capital Management -
State Street Global Advisors -
Thompson, Siegel & Walmsley LLC -
Wellington Management -
William Blair
Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested