Town of Schroeder Awards Financial Services Contract to Charles Schwab (April 2026)
- Approved
- Apr 14, 2026
- Term
- Ongoing investment accounts
The 30-second brief
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.
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.
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
- Vendor
- Charles Schwab
- Agency
- Town of Schroeder
- Source document
- Town of Schroeder Minutes for Regular Board Meeting 2026-04-14 (Minutes)
Charles Schwab's other public contracts
More Town of Schroeder contracts
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.