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.
Portfolio
3
Fund Size
—
Top Stage
Series B
Last 12 Mo
2
Stage Distribution
Portfolio
3 investments
| Company | Round | Amount | Date |
|---|---|---|---|
 TXSE Group | Series D | $250M | Oct 2025 |
| QQapita | Series B | $26.5M | Oct 2025 |
 Pearl.com | Series B | $25.7M | Oct 2012 |
Top Co-Investors
J.P. Morgan1 shared
BlackRock1 shared
Citadel Securities1 shared
Citi Ventures1 shared
MassMutual1 shared
Glynn Capital1 shared
Crosslink Capital1 shared
Last updated: 4 March 2026