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CVSan Plans Competitive Quote From Charles Schwab

Castro Valley Sanitary District
Document date
Sep 15, 2026

The 30-second brief

What it covers

CVSan plans to seek a retirement-plan management proposal from Charles Schwab. The quote will be used to compare fees and liability provisions with The Baldwin Group’s proposal.

Who holds it

Charles Schwab holds this financial services contract with Castro Valley Sanitary District. Its other public contracts on record include work for City of Carpinteria and Westfield State University.

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Contract details

Contract type
Financial Services
Document date
September 15, 2026
Vendor
Charles Schwab
Agency
Castro Valley Sanitary District
Source document
Castro Valley Sanitary District AgendaPacket Finance Committee Meeting 2026-09-15 (AgendaPacket)

Charles Schwab's other public contracts

City of Carpinteria, CaliforniaCarpinteria Reports Charles Schwab Investments · Oct 23, 2026Westfield State University, MassachusettsWestfield Recommends Schwab Account for Student Fund · Oct 23, 2026Westfield State University, MassachusettsWestfield Recommends Schwab Portfolio Rebalancing · Oct 23, 2026UndisclosedSeacoast Classical Academy Chartered Public School (H), New HampshireSchool Approves Charles Schwab Brokerage Account · Oct 13, 2026UndisclosedCity of La Habra Heights, CaliforniaLa Habra Heights Reports Charles Schwab Investments · Oct 12, 2026$8.4MAll Charles Schwab contractsVendor profile

More Castro Valley Sanitary District contracts

Multi-bank SecuritiesCVSan Reinvests Two CDs Through Multi-Bank Securities · Oct 20, 2026State Bank of IndiaCVSan Reinvests $250,000 State Bank CD · Oct 20, 2026$250KWells FargoDistrict Reviews Migration From Wells Fargo Banking Services · Oct 20, 2026UndisclosedFive Star BankCVSan Migrates Banking Relationship to Five Star Bank · Oct 20, 2026UndisclosedCITIBANKCVSan Reinvests $250,000 CD With Citibank · Oct 20, 2026$250KAll Castro Valley Sanitary District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Castro Valley Sanitary District?

Charles Schwab was awarded this financial services contract by Castro Valley Sanitary District, as recorded on September 15, 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 Castro Valley Sanitary District AgendaPacket Finance Committee Meeting 2026-09-15 (AgendaPacket), dated September 15, 2026 from Castro Valley Sanitary District. 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 Castro Valley Sanitary District currently buying?

Explore Castro Valley Sanitary District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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