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Charles Schwab Advisor to Review Investments

College Park Academy
Document date
Jun 4, 2026

The 30-second brief

What it covers

The board discussed a future meeting with a Charles Schwab financial advisor to review investment options. The advisory discussion was tied to optimizing returns while maintaining risk and liquidity.

Who holds it

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

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Contract details

Contract type
Financial Services
Document date
June 4, 2026
Vendor
Charles Schwab
Agency
College Park Academy
Source document
College Park Academy Board Meeting Minutes 2026-06-04 (Minutes)

Charles Schwab's other public contracts

Ocean County College, New JerseyCharles Schwab Listed for College Investment Account · Oct 29, 2026UndisclosedCity 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, 2026UndisclosedAll Charles Schwab contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by College Park Academy?

Charles Schwab was awarded this financial services contract by College Park Academy, as recorded on June 4, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in College Park Academy Board Meeting Minutes 2026-06-04 (Minutes), dated June 4, 2026 from College Park Academy. 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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