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, labor unions, and grantmaking foundations with revenues ranging from $2.8 million to $76 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 | Richard K Lubin Family Foundation | 501(c)(3) | Boston, MA | ||
| 4 | Conard-Davis Family Foundation | 501(c)(3) | New York, NY | ||
| 5 | Torrance Health Association | 501(c)(3) | Torrance, CA | ||
| 6 | CentroMed | 501(c)(3) | San Antonio, TX | ||
| 7 | Cascade PBS KCTS9 Kcts9org Crosscut Crosscutcom Channel 9 | 501(c)(3) | Seattle, WA | ||
| 8 | Northwest Energy Efficiency Alliance | 501(c)(3) | Portland, OR | ||
| 9 | Pulte Family Charitable Foundation | 501(c)(3) | Boca Raton, FL | ||
| 10 | American Association of Critical-Care Nurses | 501(c)(3) | Aliso Viejo, CA | ||
| ... | and 53 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, Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., RBC Capital Markets, The Segal Company, Fidelity, Principal, Global Retirement Partners LLC, Kestra Advisory Services LLC, and Merrill Lynch.
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