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 outpatient health care practitioners and facilities, hospitals, and assisted living and continuing care retirement communities with revenues ranging from $22 million to $246 million.
| 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 | Deaconess Abundant Life Communities | 501(c)(3) | Concord, MA | ||
| 7 | Central Baptist Village (CBV) | 501(c)(3) | Norridge, IL | ||
| 8 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 9 | Virginia Garcia Memorial Health Center (VGMHC) | 501(c)(3) | Aloha, OR | ||
| 10 | Parsons Child and Family Center | 501(c)(3) | Albany, NY | ||
| ... | and 54 more Charles Schwab Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Bank in the nonprofit sector include Fidelity, Principal, Alerus Financial, N.a., Raymond James and Associates, Global Retirement Partners LLC, Kestra Advisory Services LLC, Matrix Trust Company, Massachusetts Mutual Life Insurance Co., Principal Financial Group, and Newport Trust Company.
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