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, health and welfare funds, child and youth services, museums, historical sites, and similar institutions, and grantmaking foundations with revenues ranging from $3.0 million to $189 million.
Previous legal names, trade names, or just variations of their name include: Charles Schwab and Company; and Charles Schwab Company.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 2 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 3 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 4 | Marty and Dorothy Silverman Foundation | 501(c)(3) | New York, NY | ||
| 5 | Joyce and Irving Goldman Family Foundation | 501(c)(3) | New York, NY | ||
| 6 | DAFgiving360 | 501(c)(3) | Lone Tree, CO | ||
| 7 | Bellwether Housing | 501(c)(3) | Seattle, WA | ||
| 8 | Seattle Art Museum | 501(c)(3) | Seattle, WA | ||
| 9 | Boys and Girls Clubs of Greater Milwaukee | 501(c)(3) | Milwaukee, WI | ||
| 10 | Dovetail Impact Foundation | 501(c)(3) | Houston, TX | ||
| ... | and 34 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 Fiducient Advisors, Trowe Price, Jpmorgan Chase Bank Na, Massachusetts Mutual Life Ins Company, Cetera Advisor Networks, LLC, Merrill Lynch Pierce Fenner and Smith, The Variable Annuity Life Insurance, J P Morgan, Kestra Investment Services LLC, and Charles Schwab.
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