Charles Schwab Bank is a company that provides commercial bank, investment management, fiduciary trustee, administrative support, and financial advisor 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 Bank clients are hospitals, outpatient health care practitioners and facilities, and civic and social organizations with revenues ranging from $24 million to $247 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Heritage Foundation | 501(c)(3) | Washington, DC | ||
| 2 | Los Angeles Jewish Home for the Aging | 501(c)(3) | Reseda, CA | ||
| 3 | Phillips Exeter Academy (PEA) | 501(c)(3) | Exeter, NH | ||
| 4 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 5 | Relay Graduate School of Education | 501(c)(3) | New York, NY | ||
| 6 | New England Deaconess Association | 501(c)(3) | Concord, MA | ||
| 7 | Western Growers Association | 501(c)(6) | Irvine, CA | ||
| 8 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 9 | Melody Health / Planned Parenthoodorange and San Bernardino Counties Inc | 501(c)(3) | Anaheim, CA | ||
| 10 | Virginia Garcia Memorial Health Center (VGMHC) | 501(c)(3) | Aloha, OR | ||
| ... | and 57 more Charles Schwab Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Bank in the nonprofit sector include Capital Research and Management Company, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Capfinancial Partners, LLC, The Segal Company, State Street Global Advisors, JP Morgan Chase, Alerus Financial, N.a., and Kestra Advisory Services LLC.
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