General Fund Investments Managed by Charles Schwab
San Benito Consolidated Independent School DistrictSchool · San Benito, TX- Document date
- Aug 12, 2026
- Term
- July 1, 2025 – June 30, 2026
The 30-second brief
San Benito CISD maintained General Fund investments with Charles Schwab during the period July 1, 2025 through June 30, 2026, increasing the balance from $5.67 million to $5.88 million through market appreciation and interest earnings. The report documents Schwab’s role as an investment services provider to the district.
Charles Schwab holds this financial services contract with San Benito Consolidated Independent School District. Its other public contracts on record include work for Ocean County College and City of Pasadena.
Term as filed: July 1, 2025 – June 30, 2026.
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Contract details
- Contract type
- Financial Services
- Document date
- August 12, 2026
- Term
- July 1, 2025 – June 30, 2026
- Vendor
- Charles Schwab
- Source document
- San Benito Consolidated Independent School District Annual Investment Report 2026-08-12 (Report)
Charles Schwab's other public contracts
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Questions about this contract
Who was awarded the financial services contract by San Benito Consolidated Independent School District?
Charles Schwab was awarded this financial services contract by San Benito Consolidated Independent School District, as recorded on August 12, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a report record.
Where was this contract approved?
This contract appears in San Benito Consolidated Independent School District Annual Investment Report 2026-08-12 (Report), dated August 12, 2026 from San Benito Consolidated Independent School District. 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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