Charles Schwab Investment Management Inc. is a firm that provides investment management, fiduciary trustee, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Illinois (although they are present in other states as well).
Most Charles Schwab Investment Management Inc. clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $28 million to $632 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Student Assistance (ASA) | 501(c)(3) | Boston, MA | ||
| 2 | Dallas Theological Seminary (DTS) | 501(c)(3) | Dallas, TX | ||
| 3 | New Jersey Hospital Association (NJHA) | 501(c)(6) | Princeton, NJ | ||
| 4 | UCare Minnesota | 501(c)(3) | Minneapolis, MN | ||
| 5 | Beaumont Hospital Dearborn | 501(c)(3) | Southfield, MI | ||
| 6 | Group Health Cooperative of South Central Wisconsin (GHC-SCW) | 501(c)(3) | Madison, WI | ||
| 7 | Boys and Girls Clubs of America | 501(c)(3) | Atlanta, GA | ||
| 8 | The San Diego Symphony Orchestra Association | 501(c)(3) | San Diego, CA | ||
| 9 | Vna Health Care | 501(c)(3) | Aurora, IL | ||
| 10 | Bellwether Housing | 501(c)(3) | Seattle, WA | ||
| ... | and 58 more Charles Schwab Investment Management Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Investment Management Inc. in the nonprofit sector include Cambridge Investment Research, Transamerica, Raymond James Financial Services, Fiduciary Investment Advisors, Towers Watson, Segall Bryant and Hamill, State Street Global Advisors, Prime Buchholz and Associates, Minnesota Life Insurance Company, and Benefit Plans Admin Services, Inc..
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