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, direct life, health, and medical insurance carriers, child and youth services, and grantmaking foundations with revenues ranging from $8.4 million to $218 million.
Previous legal names, trade names, or just variations of their name include: Charles Schwab and Company.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 2 | Hall-Perrine Foundation | 501(c)(3) | Cedar Rapids, IA | ||
| 3 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 4 | Michelson Medical Research Foundation (MMRF) | 501(c)(3) | Los Angeles, CA | ||
| 5 | The Bush School | 501(c)(3) | Seattle, WA | ||
| 6 | Zegar Family Foundation | 501(c)(3) | New York, NY | ||
| 7 | Marty and Dorothy Silverman Foundation | 501(c)(3) | New York, NY | ||
| 8 | Joyce & Irving Goldman Family Foundation | 501(c)(3) | New York, NY | ||
| 9 | Schwab Charitable Fund | 501(c)(3) | Lone Tree, CO | ||
| 10 | Aurora Health Care | 501(c)(3) | Milwaukee, WI | ||
| ... | and 30 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, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Morningstar, Ubs Financial Services, Inc., RBC Capital Markets, Sei, The Segal Company, Capfinancial Partners, LLC, and US Bank.
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