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FINANCIAL_SERVICESONGOING

City of Corona Investment Portfolio Report Dec 2025

Charles Schwab Inc. Serves as City Investment Custodian

City of CoronaCHARLES SCHWAB INCDecember 31, 2025

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

Charles Schwab Inc. provides custodial services for the City of Corona’s investment portfolio, holding assets and safeguarding funds per regulatory requirements. This allows Chandler Asset Management to manage investments without custody authority.

Contract Details

Vendor

CHARLES SCHWAB INC

Agency

City of Corona, CA

Contract Type

FINANCIAL_SERVICES

Document Date

December 31, 2025

Renewal Info

Custodial services are ongoing as long as assets are held with Schwab under existing arrangements; details not specified in this report.

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