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, labor unions, and grantmaking foundations with revenues ranging from $4.4 million to $91 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 | Pannell Family Foundation | 501(c)(3) | Boston, MA | ||
| 6 | Conard-Davis Family Foundation | 501(c)(3) | New York, NY | ||
| 7 | Torrance Health Association | 501(c)(3) | Torrance, CA | ||
| 8 | Guest House Ministries Foundation | 501(c)(3) | Carlsbad, CA | ||
| 9 | Cascade PBS KCTS9 Kcts9org Crosscut Crosscutcom Channel 9 | 501(c)(3) | Seattle, WA | ||
| 10 | Northwest Energy Efficiency Alliance | 501(c)(3) | Portland, OR | ||
| ... | and 56 more Charles Schwab not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab in the nonprofit sector include Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Ubs Financial Services, Inc., RBC Capital Markets, The Segal Company, Principal Financial Group, Raymond James and Associates, Inc., Ascensus, and Morgan Stanley Smith Barney LLC.
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