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SunLine Transit Agency Joint Retirement Committee Agenda May 2026

Pension Fund Maintains Schwab Large-Cap ETF Holding

Sunline Transit AgencySCHWAB US LARGE-CAP ETFMay 11, 2026

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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

Description

SunLine’s bargaining unit retirement portfolio holds $13.67 million in the Schwab US Large-Cap ETF as of March 31, 2026. The ETF serves as a core domestic equity component of the pension fund’s investment strategy.

Contract Details

Vendor

SCHWAB US LARGE-CAP ETF

Agency

Sunline Transit Agency, CA

Contract Type

FINANCIAL_SERVICES

Document Date

May 11, 2026

Renewal Info

Ongoing investment holding subject to the retirement system’s investment policy and manager review; no fixed renewal date specified.

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