Schwab Custodial Services for RMTD Pension Trust

Charles Schwab & Co., Inc. provides custodial brokerage services for Rockford Mass Transit District’s pension trust account, maintaining over $36.6 million in assets and delivering monthly statements. Schwab works with the District’s independent investment advisor.

Document date · September 28, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Ongoing custodial brokerage agreement; specific renewal or termination dates are not detailed in the document.

Document type

AgendaPacket

Source document

Rockford Mass Transit District AgendaPacket Board Meeting 2026-09-28

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Rockford Mass Transit District?

Charles Schwab & Co Inc was awarded this financial services contract by Rockford Mass Transit District, as recorded on September 28, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Rockford Mass Transit District AgendaPacket Board Meeting 2026-09-28 (AgendaPacket), dated September 28, 2026 from Rockford Mass Transit District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Charles Schwab & Co Inc hold?

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

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