District Maintains $6.1 Million Schwab Account
- Document date
- Nov 4, 2026
The 30-second brief
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.
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.
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
- Vendor
- Charles Schwab & Co Inc
- 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.