United States · 
What does Charles Schwab invest in?
Charles Schwab invests most often at Series B and Series A (88% of the rounds on record), in sectors such as Chemical, Oil And Gas and Banking.
Charles Schwab highlights
- 01
3 cheques in the last 12 months
- 02
Mostly Series B and Series A: 88% of its rounds
- 03
2 exits from the portfolio
What they do
- Type
- Corporate VC (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- ChemicalOil And GasBanking
- Based in
- Westlake, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first9 appearances
- 2026
3 rounds
- Oct
- Sept
- Apr
- 2019
1 round
- Dec
- 2012
2 rounds
- Oct
- Jun
- 2008
1 round
- Jun
- 2001
2 rounds
- Dec
- Nov
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration8 named
CNCharles NicholsManaging Director and Broker Dealer & Investment Advisor Chief Compliance OfficeriForm ADV
DWDennis Willard HowardManaging Director and Chief Information OfficeriForm ADV
JHJeffrey Harold StarrManaging Director, and Operational Services and Principal Operations OfficeriForm ADV
JMJonathan M CraigDirector and Head of Investor Services and MarketingiForm ADV
JSJonathan Scott BeattyManaging Director - Head of Advisor ServicesiForm ADV
MDMichael Daniel VerdeschiManaging Director and Chief Financial Officer and Principal Financial Officer, DirectoriForm ADV
NKNeesha K HathiManaging Director Head of Wealth & Advice SolutionsiForm ADV
RARichard Andrew WursterPresident, DirectoriForm ADV
We also hold 12 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
More than $50 billionassets it managesthe band it reports
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- CHARLES SCHWAB & CO., INC.
- SEC number
- CRD 5393
Exits from the portfolio
Companies it backed that were later bought or listed2 in all
CorrectNetBought by VistaOneUndisclosedMay 2011
PostXBought by IronPort SystemsUndisclosedNov 2006
An exit counts when it came after the firm's first round in the company. From historical deal records.
Companies it bought
Acquisitions by the firm itself
Compliance 11UndisclosedNov 2011
optionsXpress$100MSept 2011
Windhaven Investment Management$150MNov 2010