Charles Schwab Bank is a company that provides commercial bank, investment management, fiduciary trustee, administrative support, and financial advisor 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 Bank clients are outpatient health care practitioners and facilities, hospitals, and civic and social organizations with revenues ranging from $23 million to $257 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Heritage Foundation | 501(c)(3) | Washington, DC | ||
| 2 | Los Angeles Jewish Home for the Aging | 501(c)(3) | Reseda, CA | ||
| 3 | Justice Resource Institute (JRI) | 501(c)(3) | Needham, MA | ||
| 4 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 5 | Relay Graduate School of Education | 501(c)(3) | New York, NY | ||
| 6 | New England Deaconess Association | 501(c)(3) | Concord, MA | ||
| 7 | Forestdale Incorporated | 501(c)(3) | Forest Hills, NY | ||
| 8 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 9 | Boys and Girls Clubs of America | 501(c)(3) | Atlanta, GA | ||
| 10 | Melody Health / Planned Parenthoodorange and San Bernardino Counties Inc | 501(c)(3) | Anaheim, CA | ||
| ... | and 70 more Charles Schwab Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Bank in the nonprofit sector include Ubs Financial Services, Inc., JP Morgan Chase, State Street Global Advisors, Benefit Plans Admin Services, Inc., Capital Research and Management Company, Ubs Financial Services, Capfinancial Partners, LLC, Voya Retirement Insurance and Annuity Co., Income Research and Management, and Morgan Stanley Smith Barney LLC.
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