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 $33 million to $722 million.
Previous legal names, trade names, or just variations of their name include: Charles Schwab Co., Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 2 | Shriners Hospitals for Children | 501(c)(3) | Tampa, FL | ||
| 3 | Cooperative for Assistance and Relief Everywhere | 501(c)(3) | Atlanta, GA | ||
| 4 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 5 | National Association of Realtors | 501(c)(6) | Chicago, IL | ||
| 6 | Lincoln Center for the Performing Arts | 501(c)(3) | New York, NY | ||
| 7 | Society for Human Resource Management (SHRM) | 501(c)(6) | Alexandria, VA | ||
| 8 | Management Sciences for Health (MSH) | 501(c)(3) | Medford, MA | ||
| 9 | Children's Specialized Hospital | 501(c)(3) | Mountainside, NJ | ||
| 10 | The Heritage Foundation | 501(c)(3) | Washington, DC | ||
| ... | and 303 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 Capfinancial Partners, LLC, State Street Global Advisors, Voya Retirement Insurance and Annuity Co., Fidelity Investments Institutional, The Segal Company, Alerus Financial, N.a., Raymond James and Associates, Kestra Advisory Services LLC, Global Retirement Partners LLC, and The Vanguard Group.
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