CONTRACTAPPROVED

Town of Schroeder Awards Financial Services Contract to Charles Schwab (April 2026)

Town of Schroeder logoTown of Schroeder
Approved
Apr 14, 2026
Term
Ongoing investment accounts

The 30-second brief

What it covers

The Town of Schroeder Board reaffirmed Charles Schwab as an investment provider and authorized Deputy Treasurer Jennifer Yeary on the town’s Schwab accounts. This maintains the town’s existing investment management arrangement.

Who holds it

Charles Schwab holds this financial services contract with Town of Schroeder. Its other public contracts on record include work for San Benito Consolidated Independent School District and Ocean County College.

What happens next

Term as filed: Ongoing investment accounts.

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Contract details

Contract type
Financial Services
Document date
April 14, 2026
Term
Ongoing investment accounts
Source document
Town of Schroeder Minutes for Regular Board Meeting 2026-04-14 (Minutes)

Charles Schwab's other public contracts

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Questions about this contract

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

Charles Schwab was awarded this financial services contract by Town of Schroeder, as recorded on April 14, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Town of Schroeder Minutes for Regular Board Meeting 2026-04-14 (Minutes), dated April 14, 2026 from Town of Schroeder. 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.

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What is Town of Schroeder currently buying?

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

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