Charles Schwab Investment Management Inc. is a firm that provides investment management, fiduciary trustee, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Illinois (although they are present in other states as well).
Most Charles Schwab Investment Management Inc. clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $26 million to $507 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Student Assistance (ASA) | 501(c)(3) | Boston, MA | ||
| 2 | Dallas Theological Seminary (DTS) | 501(c)(3) | Dallas, TX | ||
| 3 | New Jersey Hospital Association (NJHA) | 501(c)(6) | Princeton, NJ | ||
| 4 | UCare Minnesota | 501(c)(3) | Minneapolis, MN | ||
| 5 | Beaumont Hospital Dearborn | 501(c)(3) | Southfield, MI | ||
| 6 | Group Health Cooperative of South Central Wisconsin (GHC-SCW) | 501(c)(3) | Madison, WI | ||
| 7 | Boys and Girls Clubs of America | 501(c)(3) | Atlanta, GA | ||
| 8 | The San Diego Symphony Orchestra Association | 501(c)(3) | San Diego, CA | ||
| 9 | Vna Health Care | 501(c)(3) | Aurora, IL | ||
| 10 | Bellwether Housing | 501(c)(3) | Seattle, WA | ||
| ... | and 58 more Charles Schwab Investment Management Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Investment Management Inc. in the nonprofit sector include Alerus Financial, N.a., Global Retirement Partners LLC, Matrix Trust Company, Wilmington Trust, Silchester International Investors Ltd, Fidelity, Kestra Advisory Services LLC, Marquette and Associates, Raymond James and Associates, and Cambridge Associates.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.