CONTRACTONGOING

District Maintains $6.1 Million Schwab Account

Montecito Sanitary District logoMontecito Sanitary District
Document date
Nov 4, 2026

The 30-second brief

What it covers

Montecito Sanitary District maintained an investment account with Charles Schwab valued at $6,120,677.77 at September 30, 2026. The account earned $18,173.85 in September dividends and interest.

Who holds it

Charles Schwab & Co Inc holds this financial services contract with Montecito Sanitary District. Its other public contracts on record include work for City of Davison and Santa Clara Stadium Authority.

What happens next

Term as filed: Investment account statement period September 1–30, 2026.

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Contract details

Contract type
Financial Services
Document date
November 4, 2026
Term
Investment account statement period September 1–30, 2026
Source document
Montecito Sanitary District AgendaPacket Special Board Meeting 2026-11-04 (AgendaPacket)

Charles Schwab & Co Inc's other public contracts

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Questions about this contract

Who was awarded the financial services contract by Montecito Sanitary District?

Charles Schwab & Co Inc was awarded this financial services contract by Montecito Sanitary District, as recorded on November 4, 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 Montecito Sanitary District AgendaPacket Special Board Meeting 2026-11-04 (AgendaPacket), dated November 4, 2026 from Montecito Sanitary District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Charles Schwab & Co Inc hold?

Charles Schwab & Co Inc 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 Montecito Sanitary District currently buying?

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

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