FINANCIAL_SERVICESONGOING

Township Investments Managed Through Schwab

New Trier Township holds multiple investment accounts with Charles Schwab across Town, GA, and Angel Fund funds, totaling over $2.8 million as of July 31, 2026.

Status
ONGOING
Document date
August 11, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Charles Schwab
Agency
Town of New Trier · IL

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
Balances of $1,687,306.19 (Town), $886,839.18 (GA), $258,445.86 (Angel Fund)
Contract type
FINANCIAL_SERVICES
Contract term
Ongoing investment accounts
Renewal
Investment accounts are ongoing and remain active unless closed or transferred; no fixed end date.
Document type
AgendaPacket
Source document
New Trier Township AgendaPacket Board of Trustees Meeting 2026-08-11

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of New Trier?

Charles Schwab was awarded this financial services contract by Town of New Trier, as recorded on August 11, 2026. The contract value is Balances of $1,687,306.19 (Town), $886,839.18 (GA), $258,445.86 (Angel Fund).

How much is the Charles Schwab contract with Town of New Trier worth?

The Charles Schwab contract with Town of New Trier is valued at Balances of $1,687,306.19 (Town), $886,839.18 (GA), $258,445.86 (Angel Fund), covering financial services work.

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 New Trier Township AgendaPacket Board of Trustees Meeting 2026-08-11 (AgendaPacket), dated August 11, 2026 from Town of New Trier. 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.

View Charles Schwab's profile

What is Town of New Trier currently buying?

Explore Town of New Trier's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Town of New Trier's profile

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