FINANCIAL_SERVICESONGOING

CCWA Holds $41 Million in Charles Schwab Market Funds

The Central Coast Water Authority reported $41 million invested in Charles Schwab market funds in its FY 2025/26 Third Quarter Investment Report. These holdings represent the bulk of CCWA’s investment portfolio at quarter-end.

Status
ONGOING
Document date
July 22, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Charles Schwab
Agency
Central Coast Water Authority · CA

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Veritone logo
TerraCycle logo
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WithersRavenel logo
Derivita logo
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Scope & details

The full contract record, as filed.

Contract amount
$41,000,000
Contract type
FINANCIAL_SERVICES
Renewal
Open-ended investment accounts in market funds managed through Charles Schwab, governed by CCWA’s investment policy rather than a fixed-term contract.
Document type
Agenda
Source document
Central Coast Water Authority Agenda 2026-07-23

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Central Coast Water Authority?

Charles Schwab was awarded this financial services contract by Central Coast Water Authority, as recorded on July 22, 2026. The contract value is $41,000,000.

How much is the Charles Schwab contract with Central Coast Water Authority worth?

The Charles Schwab contract with Central Coast Water Authority is valued at $41,000,000, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Central Coast Water Authority Agenda 2026-07-23 (Agenda), dated July 22, 2026 from Central Coast Water Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Charles Schwab hold?

Charles Schwab 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's profile

What is Central Coast Water Authority currently buying?

Explore Central Coast Water Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Central Coast Water Authority's profile

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