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, child and youth services, and grantmaking foundations with revenues ranging from $3.8 million to $58 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 | Jewish Community Center of San Francisco (JCCSF) | 501(c)(3) | San Francisco, CA | ||
| 4 | Kohlberg Foundation | 501(c)(3) | Armonk, NY | ||
| 5 | Childhaven | 501(c)(3) | Seattle, WA | ||
| 6 | Academic Leadership Charter School (ALCS) | 501(c)(3) | Bronx, NY | ||
| 7 | J.C. Kellogg Foundation | 501(c)(3) | New York, NY | ||
| 8 | Schulte Roth and Zabel | 501(c)(3) | New York, NY | ||
| 9 | Blythedale CHILDREN'S Hospital | 501(c)(3) | Valhalla, NY | ||
| 10 | Pulte Family Charitable Foundation | 501(c)(3) | Boca Raton, FL | ||
| ... | and 43 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, Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., RBC Capital Markets, The Segal Company, Ubs Financial Services, Massachusetts Mutual Life Insurance Co., and Ascensus.
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