Charles Schwab is a company that provides commercial bank, investment management, fiduciary trustee, financial advisor, and insurance 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 clients are health and welfare funds, credit unions, outpatient health care practitioners and facilities, health and disease research fundraising organizations, labor unions, and grantmaking foundations with revenues ranging from $3.2 million to $90 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Jewish Community Federation and Endowment Fund | 501(c)(3) | San Francisco, CA | ||
| 2 | Tempus Unlimited | 501(c)(3) | Stoughton, MA | ||
| 3 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 4 | Richard K Lubin Family Foundation | 501(c)(3) | Boston, MA | ||
| 5 | Conard-Davis Family Foundation | 501(c)(3) | New York, NY | ||
| 6 | Torrance Health Association | 501(c)(3) | Torrance, CA | ||
| 7 | CentroMed | 501(c)(3) | San Antonio, TX | ||
| 8 | Cascade PBS KCTS9 Kcts9org Crosscut Crosscutcom Channel 9 | 501(c)(3) | Seattle, WA | ||
| 9 | Cerebral Palsy OF Nassau County | 501(c)(3) | Roosevelt, NY | ||
| 10 | Northwest Energy Efficiency Alliance | 501(c)(3) | Portland, OR | ||
| ... | and 55 more Charles Schwab not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab in the nonprofit sector include The Segal Company, Ubs Financial Services, Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., RBC Capital Markets, Morgan Stanley Smith Barney, Metlife Insurance Company, Morgan Stanley, Nationwide Life Insurance Company, and Massachusetts Mutual Life Ins Company.
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