FINANCIAL_SERVICESONGOING

Review of Charles Schwab One Trust Account Scheduled

The committee will review the Charles Schwab One Trust Account as of June 30, 2026, reflecting ongoing custody or trust services for pension assets. No new contract approval or funding amount is described.

Status
ONGOING
Document date
August 5, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Charles Schwab
Agency
Town of Coventry Β· CT

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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Agenda
Source document
Town of Coventry Pension & Retirement Committee Special Meeting Agenda 2026-08-05

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Coventry?

Charles Schwab was awarded this financial services contract by Town of Coventry, as recorded on August 5, 2026.

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 Town of Coventry Pension & Retirement Committee Special Meeting Agenda 2026-08-05 (Agenda), dated August 5, 2026 from Town of Coventry. 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 Town of Coventry currently buying?

Explore Town of Coventry's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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