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 credit unions, health and welfare funds, hospitals, child and youth services, and grantmaking foundations with revenues ranging from $3.0 million to $101 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Jewish Community Federation and Endowment Fund | 501(c)(3) | San Francisco, CA | ||
| 2 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 3 | Blythedale Children's Hospital | 501(c)(3) | Valhalla, NY | ||
| 4 | Jewish Federation Council of Greater LA | 501(c)(3) | Los Angeles, CA | ||
| 5 | Pulte Family Charitable Foundation | 501(c)(3) | Boca Raton, FL | ||
| 6 | Sunlight Giving | 501(c)(3) | Palo Alto, CA | ||
| 7 | KCTS9 Kcts9org Crosscutcom | 501(c)(3) | Seattle, WA | ||
| 8 | Northwest Energy Efficiency Alliance | 501(c)(3) | Portland, OR | ||
| 9 | CHMC Cardiovascular Surgical Foundation Incorporated | 501(c)(3) | Boston, MA | ||
| 10 | Jewish Community Center of San Francisco (JCCSF) | 501(c)(3) | San Francisco, CA | ||
| ... | and 46 more Charles Schwab not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab in the nonprofit sector include Voya Retirement Insurance and Annuity Co., RBC Capital Markets, Ubs Financial Services, Ubs Financial Services, Inc., The Segal Company, Merrill Lynch, Global Retirement Partners LLC, Kestra Advisory Services LLC, Massachusetts Mutual Life Insurance Co., and Vanguard Group, Inc..
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