Charles Schwab Bank is a company that provides commercial bank, investment management, fiduciary trustee, administrative support, and financial advisor to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Charles Schwab Bank clients are civic and social organizations and outpatient health care practitioners and facilities with revenues ranging from $21 million to $129 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Heritage Foundation | 501(c)(3) | Washington, DC | ||
| 2 | The American Legion | 501(c)(19) | Indianapolis, IN | ||
| 3 | Associated Builders and Contractors (ABC) | 501(c)(6) | Washington, DC | ||
| 4 | Los Angeles Jewish Home for the Aging | 501(c)(3) | Reseda, CA | ||
| 5 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 6 | Deaconess Abundant Life Communities | 501(c)(3) | Concord, MA | ||
| 7 | Central Baptist Village (CBV) | 501(c)(3) | Norridge, IL | ||
| 8 | Virginia Garcia Memorial Health Center (VGMHC) | 501(c)(3) | Aloha, OR | ||
| 9 | Parsons Child and Family Center | 501(c)(3) | Albany, NY | ||
| 10 | Bellwether Housing | 501(c)(3) | Seattle, WA | ||
| ... | and 51 more Charles Schwab Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Bank in the nonprofit sector include Oneamerica Retirement Services LLC, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., Transamerica Retirement Solutions, Minnesota Life Insurance Company, Adp, The Segal Company, State Street Global Advisors, JP Morgan Chase, and Cambridge Investment Research Inc.
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