Charles Schwab Bank is a firm that provides fiduciary trustee, commercial bank, investment management, 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 hospitals, credit unions, and outpatient health care practitioners and facilities with revenues ranging from $27 million to $401 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Heritage Foundation | 501(c)(3) | Washington, DC | ||
| 2 | National Association of Broadcasters (NAB) | 501(c)(6) | Washington, DC | ||
| 3 | Rockefeller Brothers Fund (RBF) | 501(c)(3) | New York, NY | ||
| 4 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 5 | Motion Picture and Television Fund (MPTF) | 501(c)(3) | Woodland Hills, CA | ||
| 6 | Boys & Girls Clubs of San Francisco (BGCSF) | 501(c)(3) | San Francisco, CA | ||
| 7 | American Institute of Certified Public Accountants | 501(c)(6) | Durham, NC | ||
| 8 | American Student Assistance (ASA) | 501(c)(3) | Boston, MA | ||
| 9 | Relay Graduate School of Education | 501(c)(3) | New York, NY | ||
| 10 | Mather LifeWays | 501(c)(3) | Evanston, IL | ||
| ... | and 76 more Charles Schwab Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Bank in the nonprofit sector include Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Newport Group, Inc., Fidelity Investments, Alerus Financial, N.a., Kestra Advisory Services LLC, Global Retirement Partners LLC, Benefit Plans Admin Services, Inc., Capital Research and Management Company, and Capfinancial Partners, LLC.
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