Charles Schwab Trust Company is a firm that provides investment management, commercial bank, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, California, Arizona, and Ohio (although they are present in other states as well).
Most Charles Schwab Trust Company clients are outpatient health care practitioners and facilities, hospitals, and community housing services with revenues ranging from $33 million to $174 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Green Dot Public Schools | 501(c)(3) | Los Angeles, CA | ||
| 2 | Dallas Theological Seminary (DTS) | 501(c)(3) | Dallas, TX | ||
| 3 | Horizon House | 501(c)(3) | Seattle, WA | ||
| 4 | Vna Health Care | 501(c)(3) | Aurora, IL | ||
| 5 | San Fernando Valley Community Mental Health Center | 501(c)(3) | Van Nuys, CA | ||
| 6 | Polish National Alliance of the US of NA | 501(c)(8) | Chicago, IL | ||
| 7 | Desert Botanical Garden | 501(c)(3) | Phoenix, AZ | ||
| 8 | Mental Health Association of Essex and Morris | 501(c)(3) | Montclair, NJ | ||
| 9 | Backus Hospital | 501(c)(3) | Norwich, CT | ||
| 10 | Katherine Shaw Bethea Hospital (KSB) | 501(c)(3) | Dixon, IL | ||
| ... | and 17 more Charles Schwab Trust Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Trust Company in the nonprofit sector include Benefit Plans Admin Services, Inc., Capital Research and Management Company, Ubs Financial Services, Capfinancial Partners, LLC, Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., State Street Global Advisors, Vanguard Group, Inc., Ubs Financial Services Inc, and RBC Wealth Management.
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