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 $28 million to $772 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Battelle Memorial Institute | 501(c)(3) | Columbus, OH | ||
| 2 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 3 | New York Philharmonic | 501(c)(3) | New York, NY | ||
| 4 | American Student Assistance (ASA) | 501(c)(3) | Boston, MA | ||
| 5 | Pioneer Human Services | 501(c)(3) | Seattle, WA | ||
| 6 | Dallas Theological Seminary (DTS) | 501(c)(3) | Dallas, TX | ||
| 7 | The Bush School | 501(c)(3) | Seattle, WA | ||
| 8 | New Jersey Hospital Association (NJHA) | 501(c)(6) | Princeton, NJ | ||
| 9 | Kaiser Foundation Health Plan (KFHP) | 501(c)(3) | Oakland, CA | ||
| 10 | UCare Minnesota | 501(c)(3) | Minneapolis, MN | ||
| ... | and 92 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 Towers Watson, Ubs Financial Services, Inc., Oneamerica Retirement Services LLC, Fiduciary Investment Advisors, State Street Global Advisors, Prime Buchholz and Associates, Sei, Paychex, Inc., Segall Bryant and Hamill, and Capfinancial Partners, LLC.
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