Charles Schwab Trust Bank CITs

The Charles Schwab Trust Bank Collective Trust Funds (each a "Trust", collectively "Collective Investment Trusts (CITs)") are maintained by Charles Schwab Trust Bank ("Schwab Trust Bank" or "CSTB") and are available only to 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 (CSIM), Inc. provides non-discretionary advisory services to the CSTB Collective Investment Trusts, including research recommendations relating to asset allocation, portfolio construction, cash-flow monitoring and adviser selection and monitoring. CSIM and CSTB are separate but affiliated companies and wholly-owned subsidiaries of the Charles Schwab Corporation.


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.