Cause IQ vendor profile

Charles Schwab Bank


Charles Schwab Bank is a company that provides commercial bank, investment management, fiduciary trustee, administrative support, and financial advisor to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Charles Schwab Bank clients are civic and social organizations, outpatient health care practitioners and facilities, and hospitals with revenues ranging from $22 million to $130 million.

Primary location:
San Franciso, CA
Clients in:
CA
Identified clients:
62
Avg client size:
$216 mil revenue
Median client size:
$50 mil revenue

Charles Schwab Bank client list

  Name Type Location
1 The Heritage Foundation 501(c)(3) Washington, DC
2 The American Legion 501(c)(19) Indianapolis, IN
3 Associated Builders and Contractors (ABC) 501(c)(6) Washington, DC
4 Los Angeles Jewish Home for the Aging 501(c)(3) Reseda, CA
5 Jewish Family and Children's Services (JFCS) 501(c)(3) San Francisco, CA
6 New England Deaconess Association 501(c)(3) Concord, MA
7 Central Baptist Village (CBV) 501(c)(3) Norridge, IL
8 Virginia Garcia Memorial Health Center (VGMHC) 501(c)(3) Aloha, OR
9 Parsons Child and Family Center 501(c)(3) Albany, NY
10 Bellwether Housing 501(c)(3) Seattle, WA
... and 52 more Charles Schwab Bank not-for-profit tax-exempt clients identified by Cause IQ

Charles Schwab Bank competitors

Competitors to Charles Schwab Bank in the nonprofit sector include Comerica Bank, Sei Investments, Regions Bank, RBC Wealth Management, Newport Trust Company, Planpilot, LLC, Ubs Financial Services Inc, Principal Financial Group, Massachusetts Mutual Life Insurance Co., and Brighthouse Life Insurance Company.

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