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Charles Schwab Trust Bank Collective Investment Trust target date solutions

Pooled target date solutions exclusively for qualified retirement plans.

What we offer

We offer access to a diverse selection of target date solutions for qualified retirement plans, utilizing sub-advisors to provide institutional-caliber investment management to plan participants. The collective investment trusts are maintained by Charles Schwab Trust Bank; Charles Schwab Investment Management has assisted in their management since 2002.1

Collective investment

Our approach

We take a client-first approach, focused on recognizing and reducing risks along the way to retirement and beyond. The products are built with a carefully designed and balanced glide path, with both asset class and investment manager diversification, and use industry-recognized sub-advisors to provide institutional investment management benefits to plan participants.

Learn more about collective investment trusts at schwabtrustbankcollectives.com

Differentiators

  • Real-world glide path
  • Holistic portfolio construction
  • Comprehensive risk management

Benefits

  • Designed to help investors and plan participants stay invested across market conditions
  • Seek to minimize behavioral and investment risks throughout the investment cycle
  • Low costs

Advisor tools

Use these financial tools to gain more comprehensive insight into investment products.

Fee impact simulator

Use the fee impact simulator to see the long-term effects of pricing on a portfolio.

Fund explorer

Help your clients get exceptional value from their investments with the fund explorer.

Featured Collective Investment Trusts

Charles Schwab Trust Bank Schwab Managed Retirement Trusts™

A combination of over 20 underlying non-proprietary active and passive strategies. Available for qualified retirement plans only.

Charles Schwab Trust Bank Schwab Indexed Retirement Trusts®

A combination of predominantly passive underlying strategies sub-advised or managed by industry-recognized investment managers. Available for qualified retirement plans only.