Charles Schwab and Co Inc is a firm that provides investment management and commercial bank 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 and Co Inc clients are hospitals, direct life, health, and medical insurance carriers, child and youth services, and grantmaking foundations with revenues ranging from $8.0 million to $267 million.
Previous legal names, trade names, or just variations of their name include: Charles Schwab and Company.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 2 | DAFgiving360 | 501(c)(3) | San Francisco, CA | ||
| 3 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 4 | The Bush School | 501(c)(3) | Seattle, WA | ||
| 5 | Marty and Dorothy Silverman Foundation | 501(c)(3) | New York, NY | ||
| 6 | Joyce and Irving Goldman Family Foundation | 501(c)(3) | New York, NY | ||
| 7 | Michelson Medical Research Foundation (MMRF) | 501(c)(3) | Los Angeles, CA | ||
| 8 | Aurora Health Care | 501(c)(3) | Milwaukee, WI | ||
| 9 | Bellwether Housing | 501(c)(3) | Seattle, WA | ||
| 10 | Seattle Art Museum | 501(c)(3) | Seattle, WA | ||
| ... | and 31 more Charles Schwab and Co Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab and Co Inc in the nonprofit sector include Morningstar, Ubs Financial Services, Cambridge Investment Research Inc, RBC Capital Markets, The Segal Company, US Bank, Ubs Financial Services, Inc., Capital Research and Management Company, Benefit Plans Admin Services, Inc., and Voya Retirement Insurance and Annuity Co..
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