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Charles Schwab Named Investment Fund Custodian

Statesmen College Preparatory Academy For Boys Pcs
Document date
Jun 26, 2024

The 30-second brief

What it covers

Statesmen College Preparatory Academy identified Charles Schwab as the ultimate custodian of its investment funds. The meeting materials noted that transfers to and from the school can be made without fees.

Who holds it

Charles Schwab holds this financial services contract with Statesmen College Preparatory Academy For Boys Pcs. Its other public contracts on record include work for City of Carpinteria and Westfield State University.

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Contract details

Contract type
Financial Services
Document date
June 26, 2024
Vendor
Charles Schwab
Agency
Statesmen College Preparatory Academy For Boys Pcs
Source document
Statesmen College Preparatory Academy for Boys Board of Trustees Minutes 2024-06-26 (Minutes)

Charles Schwab's other public contracts

City 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, 2026UndisclosedCity of La Habra Heights, CaliforniaLa Habra Heights Reports Charles Schwab Investments · Oct 12, 2026$8.4MAll Charles Schwab contractsVendor profile

More Statesmen College Preparatory Academy For Boys Pcs contracts

TRANSWESTERNStatesmen Selects Transwestern as Facilities Broker · Oct 1, 2025UndisclosedIPStatesmen Negotiates Facilities Sublease With IP · Nov 20, 2024UndisclosedRaffa Investment AdvisersInvestment Policy Approved With Raffa Advisory Fees · Jun 26, 2024RAFFAStatesmen College Works With Raffa on Investment Management · Apr 24, 2024UndisclosedIngenuity PrepStatesmen Negotiates Five-Year Sublease With Ingenuity Prep · Feb 28, 2024UndisclosedAll Statesmen College Preparatory Academy For Boys Pcs activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Statesmen College Preparatory Academy For Boys Pcs?

Charles Schwab was awarded this financial services contract by Statesmen College Preparatory Academy For Boys Pcs, as recorded on June 26, 2024.

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 Statesmen College Preparatory Academy for Boys Board of Trustees Minutes 2024-06-26 (Minutes), dated June 26, 2024 from Statesmen College Preparatory Academy For Boys Pcs. 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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What is Statesmen College Preparatory Academy For Boys Pcs currently buying?

Explore Statesmen College Preparatory Academy For Boys Pcs's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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