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Charles Schwab Holds City Treasury Investments

City of Carpinteria logoCity of Carpinteria
Disclosed value
$12,583,955.57 in investments shown
From agendapacket
Document date
Oct 26, 2026
Term
As of September 30, 2026

The 30-second brief

What it covers

The City holds money-market funds and U.S. Treasury notes through Charles Schwab. The investment report showed approximately $12.58 million in Charles Schwab investments as of September 30, 2026.

Who holds it

Charles Schwab holds this financial services contract with City of Carpinteria. Its other public contracts on record include work for Green County and Ocean County College.

What happens next

Term as filed: As of September 30, 2026.

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Contract details

Contract type
Financial Services
Amount
$12,583,955.57 in investments shown
Document date
October 26, 2026
Term
As of September 30, 2026
Vendor
Charles Schwab
Agency
City of Carpinteria
Source document
City of Carpinteria AgendaPacket 2026-10-26 (AgendaPacket)

Charles Schwab's other public contracts

Green County, WisconsinGreen County Reports Charles Schwab Treasury Investments · Nov 2, 2026Ocean County College, New JerseyCharles Schwab Listed for College Investment Account · Oct 29, 2026UndisclosedTown of Schaumburg, IllinoisTownship Maintains Charles Schwab Investment Accounts · Oct 28, 2026UndisclosedCity of Carpinteria, CaliforniaCarpinteria Reports Charles Schwab Investments · Oct 23, 2026Westfield State University, MassachusettsWestfield Recommends Schwab Account for Student Fund · Oct 23, 2026All Charles Schwab contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Carpinteria?

Charles Schwab was awarded this financial services contract by City of Carpinteria, as recorded on October 26, 2026. The contract value is $12,583,955.57 in investments shown.

How much is the Charles Schwab contract with City of Carpinteria worth?

The Charles Schwab contract with City of Carpinteria is valued at $12,583,955.57 in investments shown, covering financial services work.

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 City of Carpinteria AgendaPacket 2026-10-26 (AgendaPacket), dated October 26, 2026 from City of Carpinteria. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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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.

What is City of Carpinteria currently buying?

Explore City of Carpinteria's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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