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Westfield Recommends Schwab Portfolio Rebalancing

Westfield State University logoWestfield State University
Document date
Oct 23, 2026

The 30-second brief

What it covers

Westfield State's Financial Affairs Committee recommended consolidating short-term funds into its existing Charles Schwab investment portfolio and rebalancing the holdings. The proposed action would authorize the University's finance leadership to execute transactions under the Investment Policy.

Who holds it

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).

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Contract details

Contract type
Financial Services
Document date
October 23, 2026
Vendor
Charles Schwab
Agency
Westfield State University
Source document
Westfield State University Agenda Board of Trustees Financial Affairs Committee 2026-10-23 (Agenda)

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, 2026Seacoast 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$8.4MClarendon Hills village, IllinoisPension Board Considers Charles Schwab Signer Update · Oct 12, 2026UndisclosedAll Charles Schwab contractsVendor profile

More Westfield State University contracts

Beacon BankWestfield Maintains $6.12M in Beacon Bank Accounts · Oct 23, 2026Berkshire BankWestfield Recommends $1.54M Transfer to Berkshire Bank · Oct 23, 2026$1.5MNational Institute for Student Success (Niss)WSU Continues Student Success Partnership With NISS · Oct 23, 2026UndisclosedFund Evaluation Group LLCWestfield Recommends $1.54M FEG Investment Transfer · Oct 23, 2026$1.5MCharles SchwabWestfield Recommends Schwab Account for Student Fund · Oct 23, 2026All Westfield State University activityAgency profile

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.

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.

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 Westfield State University currently buying?

Explore Westfield State University's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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