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 $2.0 million to $94 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 | Childhaven | 501(c)(3) | Seattle, WA | ||
| 5 | Pulte Family Charitable Foundation | 501(c)(3) | Boca Raton, FL | ||
| 6 | Blythedale Children's Hospital | 501(c)(3) | Valhalla, NY | ||
| 7 | Jewish Federation Council of Greater LA | 501(c)(3) | Los Angeles, CA | ||
| 8 | Northwest Energy Efficiency Alliance | 501(c)(3) | Portland, OR | ||
| 9 | KCTS9 Kcts9org Crosscutcom | 501(c)(3) | Seattle, WA | ||
| 10 | CHMC Cardiovascular Surgical Foundation Incorporated | 501(c)(3) | Boston, MA | ||
| ... | and 47 more Charles Schwab not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., RBC Capital Markets, The Segal Company, Ubs Financial Services, Kestra Advisory Services LLC, Global Retirement Partners LLC, Merrill Lynch, Massachusetts Mutual Life Insurance Co., and Vanguard Group, Inc..
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