Federal Contractor Profile
Charles Schwab & CO., INC
Federal contracting record: $569K obligated across 2 awards from 1 agencies, FY 2016–2026.
Company Profile
UEI (Unique Entity Identifier)
GY14NCSKDET9
CAGE Code
5AK88
Parent Organization
The Charles Schwab Corporation
Address
211 MAIN ST, SAN FRANCISCO, CA, 941051905
First Federal Award
Jan 11, 2016
Most Recent Award
Apr 1, 2026
Federal Sales Analytics
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Top Federal Agencies
- $569K
Department of the Treasury
100.0% of total obligations
Top NAICS Activity
- $540K
523120
SECURITIES BROKERAGE
1 awards
- $29K
523150
INVESTMENT BANKING AND SECURITIES INTERMEDIATION
1 awards
Recent Federal Awards
| Date | Agency | NAICS | Description | Amount |
|---|---|---|---|---|
| Nov 20, 2023 | Department of the TreasuryCOMPTROLLER OF CURRENCY ACQS | 523150 | HQ - 2022-NOV-08 - THIS REQUISITION IS FOR THE 401(K) CONTRACT RECOMPETE. THE CONTRACT ENDS 12/31/2023. THIS WILL BE A 2-YEAR BASE PERIOD WITH 4, 2-YEAR OPTION PERIODS. JUSTIFICATION OF THE SERVICE | $110K |
| Dec 22, 2021 | Department of the TreasuryCOMPTROLLER OF CURRENCY ACQS | 523120 | IGF::OT::IGF THE PURPOSE OF THIS CONTRACT IS TO OBTAIN RECORDKEEPING, INVESTMENT MANAGEMENT, AND TRUSTEE SERVICES FOR THE OCC AND OTS 401(K) PLANS. | $120K |
| Dec 3, 2019 | Department of the TreasuryCOMPTROLLER OF CURRENCY ACQS | 523120 | IGF::OT::IGF THE PURPOSE OF THIS CONTRACT IS TO OBTAIN RECORDKEEPING, INVESTMENT MANAGEMENT, AND TRUSTEE SERVICES FOR THE OCC AND OTS 401(K) PLANS. | $120K |
| Jul 18, 2019 | Department of the TreasuryCOMPTROLLER OF CURRENCY ACQS | 523120 | IGF::OT::IGF THE PURPOSE OF THIS CONTRACT IS TO OBTAIN RECORDKEEPING, INVESTMENT MANAGEMENT, AND TRUSTEE SERVICES FOR THE OCC AND OTS 401(K) PLANS. | $60K |
| Jan 26, 2018 | Department of the TreasuryCOMPTROLLER OF CURRENCY ACQS | 523120 | IGF::OT::IGF THE PURPOSE OF THIS CONTRACT IS TO OBTAIN RECORDKEEPING, INVESTMENT MANAGEMENT, AND TRUSTEE SERVICES FOR THE OCC AND OTS 401(K) PLANS. | $120K |
| Jan 11, 2016 | Department of the TreasuryDEPT OF TREAS/COMPTROLLER OF THE CURRENCY | 523120 | IGF::OT::IGF THE PURPOSE OF THIS CONTRACT IS TO OBTAIN RECORDKEEPING, INVESTMENT MANAGEMENT, AND TRUSTEE SERVICES FOR THE OCC AND OTS 401(K) PLANS. | $120K |
Related Contractors
Other companies active in NAICS 523120 — SECURITIES BROKERAGE.
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