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 $768 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 | American Student Assistance | 501(c)(3) | Boston, MA | ||
| 4 | Dallas Theological Seminary (DTS) | 501(c)(3) | Dallas, TX | ||
| 5 | The Bush School | 501(c)(3) | Seattle, WA | ||
| 6 | New Jersey Hospital Association (NJHA) | 501(c)(6) | Princeton, NJ | ||
| 7 | Kaiser Foundation Health Plan (KFHP) | 501(c)(3) | Oakland, CA | ||
| 8 | Kaiser Foundation Health Plan of Washington | 501(c)(3) | Oakland, CA | ||
| 9 | Oakwood Healthcare | 501(c)(3) | Southfield, MI | ||
| 10 | Group Health Cooperative of South Central Wisconsin (GHC-SCW) | 501(c)(3) | Madison, WI | ||
| ... | and 93 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 Healthcare Community Securities Cor, Fiduciary Investment Advisors, Capital Research and Management Company, State Street Global Advisors, Paychex, Inc., Oneamerica Retirement Services LLC, Segall Bryant and Hamill, Cambridge Investment Research Inc, Cambridge Investment Research, and NFP Retirement Inc..
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