Charles Schwab and Co., Inc. is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Charles Schwab and Co., Inc. clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $29 million to $828 million.
Previous legal names, trade names, or just variations of their name include: Charles Schwab Co., Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Columbia University | 501(c)(3) | New York, NY | ||
| 2 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 3 | Shriners Hospitals for Children | 501(c)(3) | Tampa, FL | ||
| 4 | Cooperative for Assistance and Relief Everywhere | 501(c)(3) | Atlanta, GA | ||
| 5 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 6 | National Association of Realtors | 501(c)(6) | Chicago, IL | ||
| 7 | Society for Human Resource Management (SHRM) | 501(c)(6) | Alexandria, VA | ||
| 8 | Management Sciences for Health (MSH) | 501(c)(3) | Arlington, VA | ||
| 9 | Children's Specialized Hospital | 501(c)(3) | Mountainside, NJ | ||
| 10 | Quality Services for the Autism Community (QSAC) | 501(c)(3) | New York, NY | ||
| ... | and 304 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, State Street Global Advisors, Capfinancial Partners, LLC, Voya Retirement Insurance and Annuity Co., Adp, Fidelity Investments Institutional, The Segal Company, Matrix Trust Company, Alerus Financial, N.a., and Kestra Advisory Services LLC.
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