Charles Schwab Trust Bank is a firm that provides fiduciary trustee, commercial bank, 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 $23 million to $351 million.
| 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 111 more Charles Schwab Trust Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Trust Bank in the nonprofit sector include Voya Retirement Insurance and Annuity Co., State Street Global Advisors, Capital Research and Management Company, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., Capfinancial Partners, LLC, US Bank, The Segal Company, JP Morgan Chase, and Massachusetts Mutual Life Ins Company.
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