Charles Schwab Trust Bank is a company that provides commercial bank, fiduciary trustee, investment management, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois and California (although they are present in other states as well).
Most Charles Schwab Trust Bank clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $21 million to $416 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United Way of Greater Atlanta | 501(c)(3) | Atlanta, GA | ||
| 2 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 3 | National Fish and Wildlife Foundation | 501(c)(3) | Washington, DC | ||
| 4 | Motion Picture and Television Fund (MPTF) | 501(c)(3) | Woodland Hills, CA | ||
| 5 | St. Mark's School | 501(c)(3) | Southborough, MA | ||
| 6 | Artcenter College of Design | 501(c)(3) | Pasadena, CA | ||
| 7 | American Student Assistance (ASA) | 501(c)(3) | Boston, MA | ||
| 8 | Element Care | 501(c)(3) | Lynn, MA | ||
| 9 | Dallas Theological Seminary (DTS) | 501(c)(3) | Dallas, TX | ||
| 10 | Wesley Homes | 501(c)(3) | Des Moines, WA | ||
| ... | and 114 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 Oneamerica Retirement Services LLC, Capfinancial Partners, LLC, US Bank, JP Morgan Chase, Minnesota Life Insurance Company, The Segal Company, Cambridge Investment Research Inc, State Street Global Advisors, Capital Research and Management Company, and Healthcare Community Securities Cor.
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