Charles Schwab Trust Company is a firm that provides investment management, commercial bank, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Arizona, Ohio, and California (although they are present in other states as well).
Most Charles Schwab Trust Company clients are hospitals, other residential care facilities, and museums, historical sites, and similar institutions with revenues ranging from $30 million to $205 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Mid-Ohio Foodbank Collective | 501(c)(3) | Grove City, OH | ||
| 2 | Seattle Humane | 501(c)(3) | Bellevue, WA | ||
| 3 | Edgewood Center for Children and Families | 501(c)(3) | San Francisco, CA | ||
| 4 | Shorehaven | 501(c)(3) | Oconomowoc, WI | ||
| 5 | Desert Botanical Garden | 501(c)(3) | Phoenix, AZ | ||
| 6 | Backus Hospital | 501(c)(3) | Norwich, CT | ||
| 7 | National Youth Advocate Program | 501(c)(3) | Columbus, OH | ||
| 8 | Katherine Shaw Bethea Hospital (KSB) | 501(c)(3) | Dixon, IL | ||
| 9 | Madison Health | 501(c)(3) | London, OH | ||
| 10 | Buckeye Ranch | 501(c)(3) | Whitehall, OH | ||
| ... | and 7 more Charles Schwab Trust Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Trust Company in the nonprofit sector include Minnesota Life Insurance Company, Cambridge Investment Research Inc, Healthcare Community Securities Cor, State Street Global Advisors, Capital Research and Management Company, Oneamerica Retirement Services LLC, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., TD Ameritrade Trust Company, and Great West Life and Annuity.
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