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, and grantmaking foundations with revenues ranging from $3.3 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 | 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 | Cascade PBS KCTS9 Kcts9org Crosscut Crosscutcom Channel 9 | 501(c)(3) | Seattle, WA | ||
| 7 | Sunlight Giving | 501(c)(3) | Palo Alto, CA | ||
| 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 47 more Charles Schwab not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab in the nonprofit sector include Global Retirement Partners LLC, Kestra Advisory Services LLC, Merrill Lynch, Massachusetts Mutual Life Insurance Co., Ascensus, Ubs Financial Services Inc, Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Massachusetts Mutual Life Ins Company, and Nationwide Life Insurance Company.
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