Charles Schwab Bank Collective Trust Funds

The Charles Schwab Bank Collective Trust Funds are maintained by Charles Schwab Bank ("Schwab Bank"), trustee of the Funds. They are available for investment only by eligible retirement plans and entities.

Funds include:

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

Charles Schwab Investment Management, Inc. provides non-discretionary, advisory services to the Funds, 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 Funds and Schwab Bank.


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