Charles Schwab Trust Bank CITs

Charles Schwab Trust Bank CITs are maintained by Charles Schwab Trust Bank ("Schwab Trust Bank or CSTB"), as trustee. They are available for investment only by eligible retirement plans and entities.

Trusts include:

  • Target Date Trusts (Active)
  • Target Date Trusts (Passive)
  • Domestic Equity
  • International Equity
  • Domestic Fixed Income

Charles Schwab Investment Management, Inc. provides non-discretionary, advisory services to the Trusts, including research and recommendations for asset allocation, portfolio construction, cash flow monitoring and adviser selection and retention. Charles Schwab Investment Management also provides fund administration services to the Collectives and CSTB.


By continuing you will be leaving the Charles Schwab Investment Management website and proceeding to the dedicated Schwab Trust Bank Collectives website. This website is intended for use by retirement plan sponsors, consultants, and advisors.