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, California, and Ohio (although they are present in other states as well).
Most Charles Schwab Trust Company clients are hospitals and museums, historical sites, and similar institutions with revenues ranging from $29 million to $234 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Quality Services for the Autism Community (QSAC) | 501(c)(3) | New York, NY | ||
| 2 | Seattle Humane | 501(c)(3) | Bellevue, WA | ||
| 3 | San Francisco-Marin Food Bank | 501(c)(3) | San Francisco, CA | ||
| 4 | Neighborhood House Association (NHA) | 501(c)(3) | San Diego, CA | ||
| 5 | Desert Botanical Garden | 501(c)(3) | Phoenix, AZ | ||
| 6 | Shorehaven | 501(c)(3) | Oconomowoc, WI | ||
| 7 | Backus Hospital | 501(c)(3) | Norwich, CT | ||
| 8 | National Youth Advocate Program (NYAP) | 501(c)(3) | Columbus, OH | ||
| 9 | Buckeye Ranch | 501(c)(3) | Whitehall, OH | ||
| 10 | Madison Health | 501(c)(3) | London, OH | ||
| ... | and 6 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, Healthcare Community Securities Cor, Capital Research and Management Company, Ubs Financial Services, Inc., Paychex, Inc., Benefit Plans Admin Services, Inc., State Street Global Advisors, Cambridge Investment Research Inc, Oneamerica Retirement Services LLC, and Alerus Financial, N.a..
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