Cause IQ vendor profile

Charles Schwab Trust Bank


Charles Schwab Trust Bank is a company that provides commercial bank, fiduciary trustee, investment management, and administrative support to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Charles Schwab Trust Bank clients are outpatient health care practitioners and facilities, hospitals, and elementary and secondary schools with revenues ranging from $25 million to $338 million.

Primary location:
Austin, TX
Clients in:
TX
Identified clients:
120
Avg client size:
$218 mil revenue
Median client size:
$42 mil revenue

Charles Schwab Trust Bank client list

  Name Type Location
1 United Way of Greater Atlanta 501(c)(3) Atlanta, GA
2 The American Legion 501(c)(19) Indianapolis, IN
3 National Association of Broadcasters (NAB) 501(c)(6) Washington, DC
4 American Society of Radiologic Technologists (ASRT) 501(c)(6) Albuquerque, NM
5 Associated Builders and Contractors (ABC) 501(c)(6) Washington, DC
6 National Fish and Wildlife Foundation 501(c)(3) Washington, DC
7 Motion Picture and Television Fund (MPTF) 501(c)(3) Woodland Hills, CA
8 St. Mark's School 501(c)(3) Southborough, MA
9 Ladies Professional Golf Association (LPGA) 501(c)(6) Daytona Beach, FL
10 Academy of Motion Picture Arts and Sciences 501(c)(6) Beverly Hills, CA
... and 110 more Charles Schwab Trust Bank not-for-profit tax-exempt clients identified by Cause IQ

Charles Schwab Trust Bank competitors

Competitors to Charles Schwab Trust Bank in the nonprofit sector include TD Ameritrade Trust Company, Great West Life and Annuity, Newport Trust Company, Charles Schwab Trust Company, Comerica Bank, Sei Investments, Massachusetts Mutual Life Insurance Co., Regions Bank, Vanguard Group, Inc., and Newport Group, Inc..

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