Cause IQ vendor profile

Charles Schwab Bank

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.

Primary location:
San Franciso, CA
All locations:
Identified clients:
Avg client size:
$202 mil revenue
Median client size:
$59 mil revenue

Charles Schwab Bank client list

1The Heritage Foundation501(c)(3)Washington, DC
2National Association of Broadcasters (NAB)501(c)(6)Washington, DC
3Rockefeller Brothers Fund (RBF)501(c)(3)New York, NY
4American Society of Radiologic Technologists (ASRT)501(c)(6)Albuquerque, NM
5Motion Picture and Television Fund (MPTF)501(c)(3)Woodland Hills, CA
6Boys & Girls Clubs of San Francisco (BGCSF)501(c)(3)San Francisco, CA
7American Institute of Certified Public Accountants501(c)(6)Durham, NC
8American Student Assistance (ASA)501(c)(3)Boston, MA
9Relay Graduate School of Education501(c)(3)New York, NY
10Mather LifeWays501(c)(3)Evanston, IL
...and 76 more Charles Schwab Bank not-for-profit tax-exempt clients identified by Cause IQ

Charles Schwab Bank competitors

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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