Charles Schwab and Co Inc is a firm that provides investment management and commercial bank 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 and Co Inc clients are hospitals, health and welfare funds, child and youth services, museums, historical sites, and similar institutions, and grantmaking foundations with revenues ranging from $6.5 million to $189 million.
Previous legal names, trade names, or just variations of their name include: Charles Schwab and Company.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 2 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 3 | DAFgiving360 | 501(c)(3) | San Francisco, CA | ||
| 4 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 5 | The Bush School | 501(c)(3) | Seattle, WA | ||
| 6 | Marty and Dorothy Silverman Foundation | 501(c)(3) | New York, NY | ||
| 7 | Joyce and Irving Goldman Family Foundation | 501(c)(3) | New York, NY | ||
| 8 | Michelson Medical Research Foundation (MMRF) | 501(c)(3) | Los Angeles, CA | ||
| 9 | Aurora Health Care | 501(c)(3) | Milwaukee, WI | ||
| 10 | Bellwether Housing | 501(c)(3) | Seattle, WA | ||
| ... | and 33 more Charles Schwab and Co Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab and Co Inc in the nonprofit sector include Capital Research and Management Company, Oneamerica Retirement Services LLC, Cambridge Investment Research Inc, Morningstar, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., Wells Fargo Clearing Services LLC, RBC Capital Markets, Sei, and Minnesota Life Insurance Company.
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