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 $570 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 Silchester International Investors Ltd, Voya, Raymond James and Associates, Global Retirement Partners LLC, Alerus Financial, N.a., Kestra Advisory Services LLC, Matrix Trust Company, John Hancock, Pensionmark Financial Group LLC, and Cambridge Associates.
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