Significant Investment Holdings with Charles Schwab | Central Coast Water Authority | CHARLES SCHWAB

Scope & details

The full contract record, as filed.

Contract amount

$96.8 million (portfolio balance)

Contract type

FINANCIAL_SERVICES

Renewal

Investment accounts and market fund holdings are ongoing and subject to CCWA’s investment policy.

Document type

Agenda

Source document

Central Coast Water Authority Agenda 2026-08-27

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Central Coast Water Authority?

Charles Schwab was awarded this financial services contract by Central Coast Water Authority, as recorded on August 23, 2026. The contract value is $96.8 million (portfolio balance).

How much is the Charles Schwab contract with Central Coast Water Authority worth?

The Charles Schwab contract with Central Coast Water Authority is valued at $96.8 million (portfolio balance), covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Central Coast Water Authority Agenda 2026-08-27 (Agenda), dated August 23, 2026 from Central Coast Water Authority. 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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