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 $30 million to $762 million.
Previous legal names, trade names, or just variations of their name include: Charles Schwab Co., Inc.; and Charles Schwab and Co., LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Battelle Memorial Institute | 501(c)(3) | Columbus, OH | ||
| 2 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 3 | Shriners Hospitals for Children | 501(c)(3) | Tampa, FL | ||
| 4 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 5 | National Association of Realtors | 501(c)(6) | Chicago, IL | ||
| 6 | Woods Hole Oceanographic Institution | 501(c)(3) | Woods Hole, MA | ||
| 7 | Metropolitan Opera Association | 501(c)(3) | New York, NY | ||
| 8 | Society for Human Resource Management (SHRM) | 501(c)(6) | Alexandria, VA | ||
| 9 | Children's Specialized Hospital | 501(c)(3) | Mountainside, NJ | ||
| 10 | The Heritage Foundation | 501(c)(3) | Washington, DC | ||
| ... | and 346 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, Voya Retirement Insurance and Annuity Co., Capfinancial Partners, LLC, The Segal Company, State Street Global Advisors, JP Morgan Chase, Minnesota Life Insurance Company, Fidelity Investments Institutional, Transamerica Retirement Solutions, and Adp.
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