Charles Schwab is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and professional and technical services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Charles Schwab clients are health and welfare funds, hospitals, civic and social organizations, credit unions, child and youth services, labor unions, and grantmaking foundations with revenues ranging from $6.0 million to $52 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Samaritan Healthcare and Hospice | 501(c)(3) | Marlton, NJ | ||
| 2 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 3 | SOS Children's Villages Illinois | 501(c)(3) | Chicago, IL | ||
| 4 | Blythedale CHILDREN'S Hospital | 501(c)(3) | Valhalla, NY | ||
| 5 | Urban Affairs Coalition | 501(c)(3) | Philadelphia, PA | ||
| 6 | Jewish Community Center of San Francisco (JCCSF) | 501(c)(3) | San Francisco, CA | ||
| 7 | Legal Services for New York City (LSNYC) | 501(c)(3) | New York, NY | ||
| 8 | Childhaven | 501(c)(3) | Seattle, WA | ||
| 9 | Abbott House | 501(c)(3) | Irvington, NY | ||
| 10 | Pebble Hill Foundation | 501(c)(3) | Thomasville, GA | ||
| ... | and 21 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, Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, Trowe Price, Neuberger Berman, Reliance Trust Company, Morgan Stanley Smith Barney, Morgan Stanley, Benefit Plans Admin Services, Inc., and Capital Research and Management Company.
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