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 (although they are present in other states as well).
Most Charles Schwab Investment Management Inc. clients are hospitals, outpatient health care practitioners and facilities, and credit unions with revenues ranging from $26 million to $458 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Student Assistance (ASA) | 501(c)(3) | Boston, MA | ||
| 2 | New Jersey Hospital Association (NJHA) | 501(c)(6) | Princeton, NJ | ||
| 3 | UCare Minnesota | 501(c)(3) | Minneapolis, MN | ||
| 4 | Beaumont Hospital Dearborn | 501(c)(3) | Southfield, MI | ||
| 5 | Group Health Cooperative of South Central Wisconsin (GHC-SCW) | 501(c)(3) | Madison, WI | ||
| 6 | Boys and Girls Clubs of America | 501(c)(3) | Atlanta, GA | ||
| 7 | District Medical Group (DMG) | 501(c)(3) | Phoenix, AZ | ||
| 8 | The San Diego Symphony Orchestra Association | 501(c)(3) | San Diego, CA | ||
| 9 | Bellwether Housing | 501(c)(3) | Seattle, WA | ||
| 10 | Desert Botanical Garden | 501(c)(3) | Phoenix, AZ | ||
| ... | and 52 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 Fund Evaluation Group, Capital Research and Management Company, Prime Buchholz and Associates, Sei, Cambridge Investment Research, Capfinancial Partners, LLC, Fiduciary Investment Advisors, Paychex, Inc., State Street Global Advisors, and Raymond James Financial Services.
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