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, and grantmaking foundations with revenues ranging from $3.0 million to $104 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 | CentroMed | 501(c)(3) | San Antonio, TX | ||
| 5 | Jewish Federation Council of Greater LA | 501(c)(3) | Los Angeles, CA | ||
| 6 | Pulte Family Charitable Foundation | 501(c)(3) | Boca Raton, FL | ||
| 7 | Cascade PBS KCTS9 Kcts9org Crosscut Crosscutcom Channel 9 | 501(c)(3) | Seattle, WA | ||
| 8 | Sunlight Giving | 501(c)(3) | Palo Alto, CA | ||
| 9 | American Association of Critical-Care Nurses | 501(c)(3) | Aliso Viejo, CA | ||
| 10 | Northwest Energy Efficiency Alliance | 501(c)(3) | Portland, OR | ||
| ... | and 43 more Charles Schwab not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab in the nonprofit sector include Ubs Financial Services, RBC Capital Markets, The Segal Company, Ubs Financial Services, Inc., Voya Retirement Insurance and Annuity Co., Kestra Advisory Services LLC, Global Retirement Partners LLC, Merrill Lynch, Fidelity, and Metlife Insurance Company.
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