Board reviews Charles Schwab investment account
Upper McKenzie Rural Fire Protection DistrictFire District · McKenzie Bridge, OR- Disclosed value
- $3,000,000 (account referenced; investment amount to be researched)
- From meeting minutes
- Document date
- Jan 18, 2023
The 30-second brief
The Board discussed an existing $3,000,000 Charles Schwab account for the McKenzie River Discovery Center and directed the Treasurer to explore interest-bearing investment options for reserve funds. No specific investment contracts were approved at this meeting.
Charles Schwab holds this financial services contract with Upper McKenzie Rural Fire Protection District. 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
- Amount
- $3,000,000 (account referenced; investment amount to be researched)
- Document date
- January 18, 2023
- Vendor
- Charles Schwab
- Source document
- upper-mckenzie-rural-fire-protection-district-meeting-minutes-2023-01-18_5ee.pdf (Meeting Minutes)
Charles Schwab's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Upper McKenzie Rural Fire Protection District?
Charles Schwab was awarded this financial services contract by Upper McKenzie Rural Fire Protection District, as recorded on January 18, 2023. The contract value is $3,000,000 (account referenced; investment amount to be researched).
How much is the Charles Schwab contract with Upper McKenzie Rural Fire Protection District worth?
The Charles Schwab contract with Upper McKenzie Rural Fire Protection District is valued at $3,000,000 (account referenced; investment amount to be researched), covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in upper-mckenzie-rural-fire-protection-district-meeting-minutes-2023-01-18_5ee.pdf (Meeting Minutes), dated January 18, 2023 from Upper McKenzie Rural Fire Protection District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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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.
What is Upper McKenzie Rural Fire Protection District currently buying?
Explore Upper McKenzie Rural Fire Protection District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.