Charles Schwab's investment focus for venture capital is primarily to provide eligible high-net-worth retail clients (with over $5 million in household assets) access to a curated selection of third-party venture capital funds through its alternative investments platform. Their strategy emphasizes offering diversified alternative investments, including private equity, private credit, and real estate, with a cautious approach to ensure quality and meet the needs of sophisticated investors.
75% of their portfolio is in Fintech. They made 2 investments in the last 12 months. Their most common stage is series-b (75% of deals). Average disclosed round size is $84.5M (across 4 rounds with reported amounts).
Portfolio
4
Fund Size
—
Top Stage
Series B
Last 12 Mo
2
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
Portfolio
| Company | Round | Amount | Date |
|---|---|---|---|
 TXSE Group | Unknown | $250M | Oct 2025 |
| QQapita | Series B | $26.5M | Oct 2025 |
 Pearl.com | Series B | $25.7M | Oct 2012 |
 Kalshi | Series B | $36M | — |
Top Co-Investors
Last updated: 28 April 2026