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 and museums, historical sites, and similar institutions with revenues ranging from $31 million to $212 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Mid-Ohio Foodbank Collective | 501(c)(3) | Grove City, OH | ||
| 2 | Seattle Humane | 501(c)(3) | Bellevue, WA | ||
| 3 | Desert Botanical Garden | 501(c)(3) | Phoenix, AZ | ||
| 4 | Shorehaven | 501(c)(3) | Oconomowoc, WI | ||
| 5 | Backus Hospital | 501(c)(3) | Norwich, CT | ||
| 6 | National Youth Advocate Program | 501(c)(3) | Columbus, OH | ||
| 7 | Katherine Shaw Bethea Hospital (KSB) | 501(c)(3) | Dixon, IL | ||
| 8 | Buckeye Ranch | 501(c)(3) | Whitehall, OH | ||
| 9 | Madison Health | 501(c)(3) | London, OH | ||
| 10 | La Paz Regional Hospital | 501(c)(3) | Parker, AZ | ||
| ... | 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 Well and Good LLC, The Standard, Morgan Stanley Smith Barney, Mid Atlantic Trust Company, Metlife Insurance Company, Amalgamated Bank, Axa Equitable Life Insurance Company, Prudential Insurance Company, Oppenheimer, and Prudential.
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