Charles Schwab and Co., Inc. is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Charles Schwab and Co., Inc. clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $31 million to $750 million.
Previous legal names, trade names, or just variations of their name include: Charles Schwab Co., Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 2 | Shriners Hospitals for Children | 501(c)(3) | Tampa, FL | ||
| 3 | Cooperative for Assistance and Relief EVERYWHERE | 501(c)(3) | Atlanta, GA | ||
| 4 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 5 | National Association of Realtors | 501(c)(6) | Chicago, IL | ||
| 6 | Society for Human Resource Management (SHRM) | 501(c)(6) | Alexandria, VA | ||
| 7 | Management Sciences for Health (MSH) | 501(c)(3) | Medford, MA | ||
| 8 | Children's Specialized Hospital | 501(c)(3) | Mountainside, NJ | ||
| 9 | The Heritage Foundation | 501(c)(3) | Washington, DC | ||
| 10 | Quality Services for the Autism Community (QSAC) | 501(c)(3) | New York, NY | ||
| ... | and 306 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 Charles Schwab Bank, Massachusetts Mutual Life Insurance Co., Morgan Stanley Smith Barney LLC, Aetna Life Insurance Company, Newport Group, Inc., T. Rowe Price, Fidelity Investments, Vanguard Group, Inc., Voya Retirement Insurance and Annuity Co., and Fidelity Investments Institutional.
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