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 and outpatient health care practitioners and facilities with revenues ranging from $22 million to $133 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 | 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 53 more Charles Schwab Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Bank in the nonprofit sector include Alerus Financial, N.a., Matrix Trust Company, Raymond James and Associates, Kestra Advisory Services LLC, Wells Fargo Bank, Fidelity, Global Retirement Partners LLC, Principal, Well and Good LLC, and Amalgamated Bank.
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