Cause IQ vendor profile

Charles Schwab and Co Inc

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.

Primary location:
San Francisco, CA
All locations:
Identified clients:
Avg client size:
$404 mil revenue
Median client size:
$16 mil revenue

Charles Schwab and Co Inc client list

1American Society of Radiologic Technologists (ASRT)501(c)(6)Albuquerque, NM
2Schwab Charitable Fund501(c)(3)San Francisco, CA
3Michelson Medical Research Foundation (MMRF)501(c)(3)Los Angeles, CA
4Jewish Family and Children's Services (JFCS)501(c)(3)San Francisco, CA
5Zegar Family Foundation501(c)(3)New York, NY
6The Bush School501(c)(3)Seattle, WA
7Joyce & Irving Goldman Family Foundation501(c)(3)New York, NY
8Aurora Health Care501(c)(3)Milwaukee, WI
9Seattle Art Museum501(c)(3)Seattle, WA
10Bellwether Housing501(c)(3)Seattle, WA
...and 25 more Charles Schwab and Co Inc not-for-profit tax-exempt clients identified by Cause IQ

Charles Schwab and Co Inc competitors

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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