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La Habra Heights County Water District Awards $1,000,000 Investment Account Contract to Charles Schwab (December 2023)

La Habra Heights County Water District
Disclosed value
$1,000,000
From minutes
Approved
Dec 12, 2023

The 30-second brief

What it covers

Subcommittee and staff directed to create an account with Charles Schwab Corporation and invest one million dollars into the treasury bills.

Who holds it

Charles Schwab holds this investment account contract with La Habra Heights County Water District. Its other public contracts on record include work for City of Carpinteria and Westfield State University.

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Contract details

Contract type
Investment Account
Amount
$1,000,000
Document date
December 12, 2023
Term
NA
Vendor
Charles Schwab
Agency
La Habra Heights County Water District
Source document
la-habra-heights-county-water-district-board-meeting-minutes-december-12-2023_37a.pdf (Minutes)

Charles Schwab's other public contracts

City of Carpinteria, CaliforniaCarpinteria Reports Charles Schwab Investments · Oct 23, 2026Westfield State University, MassachusettsWestfield Recommends Schwab Account for Student Fund · Oct 23, 2026Westfield State University, MassachusettsWestfield Recommends Schwab Portfolio Rebalancing · Oct 23, 2026UndisclosedClarendon Hills village, IllinoisPension Board Considers Charles Schwab Signer Update · Oct 12, 2026UndisclosedCity of La Habra Heights, CaliforniaLa Habra Heights Reports Charles Schwab Investments · Oct 12, 2026$8.4MAll Charles Schwab contractsVendor profile

More La Habra Heights County Water District contracts

Cri BrokerageCRI Brokerage Presents Whittier Property Valuation · Aug 25, 2026UndisclosedWhittier Mobile Country ClubDistrict Discusses Whittier Mobile Country Club Lease · Aug 25, 2026UndisclosedSilander, MichaelBoard Approves Revised Legal Services Agreement · Jul 28, 2026UndisclosedHighroad ItBoard to review FY 26/27 IT budget with Highroad IT · Jun 23, 2026UndisclosedGk ConsultingProposal for GK Consulting grant writing assistance · Jun 23, 2026UndisclosedAll La Habra Heights County Water District activityAgency profile

Questions about this contract

Who was awarded the investment account contract by La Habra Heights County Water District?

Charles Schwab was awarded this investment account contract by La Habra Heights County Water District, as recorded on December 12, 2023. The contract value is $1,000,000.

How much is the Charles Schwab contract with La Habra Heights County Water District worth?

The Charles Schwab contract with La Habra Heights County Water District is valued at $1,000,000, covering investment account work.

What type of contract is this?

This is a Investment Account contract, documented as a minutes record.

Where was this contract approved?

This contract appears in la-habra-heights-county-water-district-board-meeting-minutes-december-12-2023_37a.pdf (Minutes), dated December 12, 2023 from La Habra Heights County Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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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.

What is La Habra Heights County Water District currently buying?

Explore La Habra Heights County Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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