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 civic and social organizations with revenues ranging from $23 million to $239 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 | 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 55 more Charles Schwab Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Bank in the nonprofit sector include State Street Bank and Trust, Fiduciary Investment Advisors, LLC, Massachusetts Mutual Life Ins Company, Merrill Lynch Pierce Fenner and Smith, Trowe Price, Nationwide, Metlife, National Financial Services, TD Ameritrade, and Reliance Trust Company.
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