Charles Schwab Investments & Fund Profile

Overview

Full-service financial services and brokerage platform for investors.

Founded

1973

Deals · 12mo

2

Links

Website LinkedIn X (Twitter)

Stage focus

Series B

Geographic focus

Singapore

United States

Sector focus

Banking

Finance

Financial Services

Investment portfolio

6rounds

LedParticipated

NAME	DATE	SIZE
Texas Stock Exchange	Sep 2026Participated	$430 MOther Equity
Wealth.com	Apr 2026Participated	$65 MSeries B
Qapita	Oct 2025Led	$27 MSeries B
Hyperscience	Jan 2019Participated	$30 MSeries B
ErisX	Dec 2018Participated	$28 MSeries B
Pearl.com	Oct 2012Led	$26 MSeries B
Texas Stock Exchange	Sep 2026Participated	$430 MOther Equity
Wealth.com	Apr 2026Participated	$65 MSeries B
Qapita	Oct 2025Led	$27 MSeries B
Hyperscience	Jan 2019Participated	$30 MSeries B
ErisX	Dec 2018Participated	$28 MSeries B
Pearl.com	Oct 2012Led	$26 MSeries B

6 Items

6

Items

Browse all public portfolio deals

Insights

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Deal Distribution

Charles Schwab: 6 funding rounds are recorded in the selected participation categories. All available history
Round type	Led deals	Participated deals
Series B	2	3
Other Equity	0	1

Monthly Deal Activity

Charles Schwab: 6 deals are recorded across 169 months. All available history
Month	Deals
Oct '12	1
Nov '12	0
Dec '12	0
Jan '13	0
Feb '13	0
Mar '13	0
Apr '13	0
May '13	0
Jun '13	0
Jul '13	0
Aug '13	0
Sep '13	0
Oct '13	0
Nov '13	0
Dec '13	0
Jan '14	0
Feb '14	0
Mar '14	0
Apr '14	0
May '14	0
Jun '14	0
Jul '14	0
Aug '14	0
Sep '14	0
Oct '14	0
Nov '14	0
Dec '14	0
Jan '15	0
Feb '15	0
Mar '15	0
Apr '15	0
May '15	0
Jun '15	0
Jul '15	0
Aug '15	0
Sep '15	0
Oct '15	0
Nov '15	0
Dec '15	0
Jan '16	0
Feb '16	0
Mar '16	0
Apr '16	0
May '16	0
Jun '16	0
Jul '16	0
Aug '16	0
Sep '16	0
Oct '16	0
Nov '16	0
Dec '16	0
Jan '17	0
Feb '17	0
Mar '17	0
Apr '17	0
May '17	0
Jun '17	0
Jul '17	0
Aug '17	0
Sep '17	0
Oct '17	0
Nov '17	0
Dec '17	0
Jan '18	0
Feb '18	0
Mar '18	0
Apr '18	0
May '18	0
Jun '18	0
Jul '18	0
Aug '18	0
Sep '18	0
Oct '18	0
Nov '18	0
Dec '18	1
Jan '19	1
Feb '19	0
Mar '19	0
Apr '19	0
May '19	0
Jun '19	0
Jul '19	0
Aug '19	0
Sep '19	0
Oct '19	0
Nov '19	0
Dec '19	0
Jan '20	0
Feb '20	0
Mar '20	0
Apr '20	0
May '20	0
Jun '20	0
Jul '20	0
Aug '20	0
Sep '20	0
Oct '20	0
Nov '20	0
Dec '20	0
Jan '21	0
Feb '21	0
Mar '21	0
Apr '21	0
May '21	0
Jun '21	0
Jul '21	0
Aug '21	0
Sep '21	0
Oct '21	0
Nov '21	0
Dec '21	0
Jan '22	0
Feb '22	0
Mar '22	0
Apr '22	0
May '22	0
Jun '22	0
Jul '22	0
Aug '22	0
Sep '22	0
Oct '22	0
Nov '22	0
Dec '22	0
Jan '23	0
Feb '23	0
Mar '23	0
Apr '23	0
May '23	0
Jun '23	0
Jul '23	0
Aug '23	0
Sep '23	0
Oct '23	0
Nov '23	0
Dec '23	0
Jan '24	0
Feb '24	0
Mar '24	0
Apr '24	0
May '24	0
Jun '24	0
Jul '24	0
Aug '24	0
Sep '24	0
Oct '24	0
Nov '24	0
Dec '24	0
Jan '25	0
Feb '25	0
Mar '25	0
Apr '25	0
May '25	0
Jun '25	0
Jul '25	0
Aug '25	0
Sep '25	0
Oct '25	1
Nov '25	0
Dec '25	0
Jan '26	0
Feb '26	0
Mar '26	0
Apr '26	1
May '26	0
Jun '26	0
Jul '26	0
Aug '26	0
Sep '26	1
Oct '26	0

Sector Breakdown

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Charles Schwab: Fintech is the largest displayed sector by deal count (6 deals). All available history
Sector	Deals
Fintech	6
Enterprise Software	2
AI & Machine Learning	2
Crypto & Blockchain	1
Health & Life Sciences	1
Professional Services	1

Deal Size Distribution

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Charles Schwab: 6 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)	Deals
<$5M	0
$5M-$10M	0
$10M-$25M	0
$25M-$50M	4
$50M-$100M	1
$100M-$250M	0
$250M-$500M	1
$500M-$1B	0
$1B+	0

Deals By Geography

Top 3 of 3 regions; European countries are grouped as Europe.

Charles Schwab: United States has the largest recorded deal count among the displayed regions (4 deals). All available history
Region	Deals
United States	4
94129	1
Singapore	1

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Charles Schwab: 20 co-investors are shown, with 53 Stations sharing 1 recorded deals. All available history
Co-investor	Shared deals
53 Stations	1
Alumni Ventures	1
Anthos Capital	1
Bank of America	1
Battery Ventures	1
Bitmain	1
BlackRock	1
Cboe Global Markets	1
Citadel Securities	1
Citi	1
Citi Ventures	1
ConsenSys	1
Crosslink Capital	1
CTC Venture Capital	1
Digital Currency Group	1
DRW Venture Capital	1
Dynasty Financial Partners	1
ED&F Man Capital Markets	1
Euclid Opportunities	1
Felicis Ventures	1