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 (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, labor unions, and grantmaking foundations with revenues ranging from $2.8 million to $97 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 | Torrance Health Association | 501(c)(3) | Torrance, CA | ||
| 4 | CentroMed | 501(c)(3) | San Antonio, TX | ||
| 5 | Pulte Family Charitable Foundation | 501(c)(3) | Boca Raton, FL | ||
| 6 | Cascade PBS KCTS9 Kcts9org Crosscut Crosscutcom Channel 9 | 501(c)(3) | Seattle, WA | ||
| 7 | Northwest Energy Efficiency Alliance | 501(c)(3) | Portland, OR | ||
| 8 | Sunlight Giving | 501(c)(3) | Palo Alto, CA | ||
| 9 | American Association of Critical-Care Nurses | 501(c)(3) | Aliso Viejo, CA | ||
| 10 | CHMC Cardiovascular Surgical Foundation Incorporated | 501(c)(3) | Boston, MA | ||
| ... | and 51 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, Inc., The Segal Company, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., RBC Capital Markets, Ubs Financial Services, Morgan Stanley Smith Barney LLC, Vanguard Group, Inc., Ascensus, and Massachusetts Mutual Life Insurance Co..
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