Charles Schwab is a company that provides commercial bank, investment management, fiduciary trustee, financial advisor, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).
Most Charles Schwab clients are credit unions, health and welfare funds, hospitals, child and youth services, and grantmaking foundations with revenues ranging from $2.5 million to $103 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Jewish Community Federation and Endowment Fund | 501(c)(3) | San Francisco, CA | ||
| 2 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 3 | Kohlberg Foundation | 501(c)(3) | Armonk, NY | ||
| 4 | Blythedale Children's Hospital | 501(c)(3) | Valhalla, NY | ||
| 5 | Pulte Family Charitable Foundation | 501(c)(3) | Boca Raton, FL | ||
| 6 | Jewish Federation Council of Greater LA | 501(c)(3) | Los Angeles, CA | ||
| 7 | KCTS9 Kcts9org Crosscutcom | 501(c)(3) | Seattle, WA | ||
| 8 | Northwest Energy Efficiency Alliance | 501(c)(3) | Portland, OR | ||
| 9 | CHMC Cardiovascular Surgical Foundation Incorporated | 501(c)(3) | Boston, MA | ||
| 10 | Jewish Community Center of San Francisco (JCCSF) | 501(c)(3) | San Francisco, CA | ||
| ... | and 47 more Charles Schwab not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab in the nonprofit sector include Global Retirement Partners LLC, Kestra Advisory Services LLC, Merrill Lynch, Massachusetts Mutual Life Insurance Co., Ascensus, Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Voya Retirement Insurance and Annuity Co., and Ubs Financial Services, Inc..
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