Schwab Asset Management is an investment advisers registered with the Securities and Exchange Commission. Schwab Asset Management provides investment research, advisory and administration services to CSTB and the Trusts. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services to retirement plans. Brokerage products and services are offered by Charles Schwab & Co., Inc. Trust, custody and deposit products and service are available through CSTB, Member FDIC. (CSIM) and Schwab Retirement Plan Services, Inc. Schwab Asset Management, the dba name for Charles Schwab Investment Management, Inc. The Charles Schwab Corporation provides services to retirement and other employee benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank (CSTB) Charles Schwab & Co., Inc. The Trusts’ prices are not quoted in newspapers. The Trusts are not sold by prospectus and are not available for investment by the public. The Trusts’ unit values will fluctuate and may be worth more or less when redeemed, so unit holders may lose money.
The decision to invest in the Trusts should be carefully considered. Unit holders of the Trusts are not entitled to the protections of the 1940 Act.
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The Trusts are not mutual funds and are exempt from registration and regulation under the Investment Company Act of 1940 (the “1940 Act”), and their units are not registered under the Securities Act of 1933, or applicable securities laws of any state or other jurisdiction. Charles Schwab Trust Bank’s Collective Investment Trusts are not insured by FDIC or any other type of deposit insurance are not deposits or other obligations of, and are not guaranteed by CSTB or any of its affiliates and involve investment risks, including possible loss of principal invested. They are available for investment only by eligible retirement plans and entities. The Schwab Managed Retirement Trust Funds™, Schwab Indexed Retirement Trust Funds™ and Schwab Institutional Trust Funds™ (each a “Trust”, collectively the “Trusts” or “Collective Investment Trusts (CITs)") are collective investment trusts maintained by Charles Schwab Trust Bank (CSTB), as trustee. It is not intended for use by retirement plan participants. The information presented on this website is for institutional use only by plan sponsors, consultants, broker-dealers, and advisors.
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