Cause IQ vendor profile

Charles Schwab and Co., Inc.

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 operate nationwide, with nonprofit clients using their services across the country.

Most Charles Schwab and Co., Inc. clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $48 million to $730 million.

Previous legal names, trade names, or just variations of their name include: Charles Schwab Co., Inc..

Primary location:
San, CA
All locations:
Identified clients:
Avg client size:
$341 mil revenue
Median client size:
$116 mil revenue

Charles Schwab and Co., Inc. client list

1The Nemours Foundation501(c)(3)Jacksonville, FL
2Shriners Hospitals for Children501(c)(3)Tampa, FL
3Metropolitan Opera Association501(c)(3)New York, NY
4National Association of Realtors501(c)(6)Chicago, IL
5Woods Hole Oceanographic Institution501(c)(3)Woods Hole, MA
6Children's Specialized Hospital501(c)(3)Mountainside, NJ
7The Heritage Foundation501(c)(3)Washington, DC
8Solomon R. Guggenheim Foundation (SRGF)501(c)(3)New York, NY
9National Association of Broadcasters (NAB)501(c)(6)Washington, DC
10Rockefeller Brothers Fund (RBF)501(c)(3)New York, NY
...and 221 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 Vanguard Group, Inc., Aetna Life Insurance Company, Newport Group, Inc., Charles Schwab Bank, State Street Global Advisors, Fidelity Investments Institutional, Eagle Capital Management LLC, Global Retirement Partners LLC, National Financial Services, and Ubs Financial Services Inc.

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