FINANCIAL_SERVICESONGOING

Schwab Trust Bank Custodian for Pension Trust Assets

Charles Schwab Trust Bank provides custodial services for Sebastopol’s Section 115 Pension Trust, holding and safekeeping the City’s prefunded pension assets. The custodial role supports the investment program overseen by Shuster Advisory Group, LLC.

Status
ONGOING
Document date
June 2, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Charles Schwab Trust Bank
Agency
City of Sebastopol · CA

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Ongoing custodial arrangement for the Section 115 Trust; no explicit renewal terms provided.
Document type
StaffReport
Source document
City of Sebastopol StaffReport Year-to-Date Update for City Investments 2026-06-02

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Sebastopol?

Charles Schwab Trust Bank was awarded this financial services contract by City of Sebastopol, as recorded on June 2, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a staffreport record.

Where was this contract approved?

This contract appears in City of Sebastopol StaffReport Year-to-Date Update for City Investments 2026-06-02 (StaffReport), dated June 2, 2026 from City of Sebastopol. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Charles Schwab Trust Bank hold?

Charles Schwab Trust Bank may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Charles Schwab Trust Bank's profile

What is City of Sebastopol currently buying?

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