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 and New York (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, health and welfare funds, child and youth services, and grantmaking foundations with revenues ranging from $7.7 million to $570 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 | Schwab Charitable Fund | 501(c)(3) | San Francisco, CA | ||
| 3 | Michelson Medical Research Foundation (MMRF) | 501(c)(3) | Los Angeles, CA | ||
| 4 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 5 | Zegar Family Foundation | 501(c)(3) | New York, NY | ||
| 6 | The Bush School | 501(c)(3) | Seattle, WA | ||
| 7 | Joyce & Irving Goldman Family Foundation | 501(c)(3) | New York, NY | ||
| 8 | Aurora Health Care | 501(c)(3) | Milwaukee, WI | ||
| 9 | Seattle Art Museum | 501(c)(3) | Seattle, WA | ||
| 10 | Bellwether Housing | 501(c)(3) | Seattle, WA | ||
| ... | and 25 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 Capital Research and Management Company, Fiduciary Investment Advisors, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Morningstar, Sei, RBC Capital Markets, Capfinancial Partners, LLC, and Ubs Financial Services.
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