Westfield Recommends Schwab Account for Student Fund
Westfield State UniversityHigher Ed · Westfield, MA- Disclosed value
- $25,000 initial investment
- From agenda
- Document date
- Oct 23, 2026
The 30-second brief
Westfield State's Finance Committee recommended establishing a Charles Schwab custodial account for the Westfield Student Investment Fund. The University Foundation will provide the initial $25,000 investment, with the first student class targeted for Spring 2027.
Charles Schwab holds this financial services contract with Westfield State University. Its other public contracts on record include work for City of Carpinteria and Seacoast Classical Academy Chartered Public School (H).
Term as filed: Long-term investment; first class targeted for Spring 2027.
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Contract details
- Contract type
- Financial Services
- Amount
- $25,000 initial investment
- Document date
- October 23, 2026
- Term
- Long-term investment; first class targeted for Spring 2027
- Vendor
- Charles Schwab
- Source document
- Westfield State University Agenda Board of Trustees Financial Affairs Committee 2026-10-23 (Agenda)
Charles Schwab's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Westfield State University?
Charles Schwab was awarded this financial services contract by Westfield State University, as recorded on October 23, 2026. The contract value is $25,000 initial investment.
How much is the Charles Schwab contract with Westfield State University worth?
The Charles Schwab contract with Westfield State University is valued at $25,000 initial investment, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in Westfield State University Agenda Board of Trustees Financial Affairs Committee 2026-10-23 (Agenda), dated October 23, 2026 from Westfield State University. 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 Westfield State University currently buying?
Explore Westfield State University's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.