Foundation Investment Holdings Moved to Schwab
California State University-Monterey BayHigher Ed · Seaside, CA- Document date
- Oct 2, 2026
The 30-second brief
The Foundation continues holding transferred investments with Schwab. The independent auditor verified the completeness of the related investment records after the move to the new firm.
SCHWAB holds this financial services contract with California State University-Monterey Bay. Its other public contracts on record include work for Common Ground High School and Town of Redding.
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Contract details
- Contract type
- Financial Services
- Document date
- October 2, 2026
- Vendor
- SCHWAB
- Source document
- Otter Student Union AgendaPacket Board of Directors Meeting 2026-10-02 (AgendaPacket)
SCHWAB's other public contracts
More California State University-Monterey Bay contracts
Questions about this contract
Who was awarded the financial services contract by California State University-Monterey Bay?
SCHWAB was awarded this financial services contract by California State University-Monterey Bay, as recorded on October 2, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in Otter Student Union AgendaPacket Board of Directors Meeting 2026-10-02 (AgendaPacket), dated October 2, 2026 from California State University-Monterey Bay. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does SCHWAB hold?
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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Explore California State University-Monterey Bay's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
