Cause IQ vendor profile

Charles Schwab


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.

Primary location:
San Francisco, CA
All locations:
CA, MN, FL
Identified clients:
31
Avg client size:
$32 mil revenue
Median client size:
$13 mil revenue

Charles Schwab client list

 NameTypeLocation
1Samaritan Healthcare and Hospice501(c)(3)Marlton, NJ
2Jewish Family and Children's Services (JFCS)501(c)(3)San Francisco, CA
3SOS Children's Villages Illinois501(c)(3)Chicago, IL
4Blythedale CHILDREN'S Hospital501(c)(3)Valhalla, NY
5Urban Affairs Coalition501(c)(3)Philadelphia, PA
6Jewish Community Center of San Francisco (JCCSF)501(c)(3)San Francisco, CA
7Legal Services for New York City (LSNYC)501(c)(3)New York, NY
8Childhaven501(c)(3)Seattle, WA
9Abbott House501(c)(3)Irvington, NY
10Pebble Hill Foundation501(c)(3)Thomasville, GA
...and 21 more Charles Schwab not-for-profit tax-exempt clients identified by Cause IQ

Charles Schwab competitors

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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