Central Coast Water Authority Agenda Packet 2026-06-25
CCWA Utilizes Charles Schwab for Investment Funds
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Description
CCWA’s March 31, 2026 investment portfolio included roughly $41 million in market funds held with Charles Schwab, providing yield and liquidity for the Authority’s reserves. This reflects an ongoing investment services relationship.
Contract Details
Contract Amount
Approximately $41,000,000 in market funds as of March 31, 2026
Vendor
CHARLES SCHWAB
Agency
Central Coast Water Authority, CA
Contract Type
FINANCIAL_SERVICES
Document Date
June 23, 2026
Contract Term
Ongoing investment services relationship
Renewal Info
Investment accounts are ongoing and remain open unless closed or transferred; no fixed renewal term noted.
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