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, Illinois, and California (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 $22 million to $722 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 2 | New York Philharmonic | 501(c)(3) | New York, NY | ||
| 3 | American Student Assistance (ASA) | 501(c)(3) | Boston, MA | ||
| 4 | Pioneer Human Services | 501(c)(3) | Seattle, WA | ||
| 5 | Dallas Theological Seminary (DTS) | 501(c)(3) | Dallas, TX | ||
| 6 | New Jersey Hospital Association (NJHA) | 501(c)(6) | Princeton, NJ | ||
| 7 | Kaiser Foundation Health Plan (KFHP) | 501(c)(3) | Oakland, CA | ||
| 8 | UCare Minnesota | 501(c)(3) | Minneapolis, MN | ||
| 9 | Kaiser Foundation Health Plan of Washington | 501(c)(3) | Oakland, CA | ||
| 10 | Oakwood Healthcare | 501(c)(3) | Southfield, MI | ||
| ... | and 87 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 Marquette and Associates, Matrix Trust Company, Alerus Financial, N.a., Leafhouse Financial Advisors, LLC, Kestra Advisory Services LLC, Pensionmark Financial Group LLC, Wilmington Trust, Cambridge Associates, Silchester International Investors Ltd, and Raymond James and Associates.
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