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Charles Schwab Investment Portfolio

Companies Invested In

Company Name
Sector
Investment Round Value
Funding Round
Announcement Date
PC:QAPITQapita
Enterprise Software, AI & Data Platforms
$26.50M
Series B
Sep 28, 2025
PC:TAETETAE Technologies
Energy, Climate & Sustainability
$300.00M
Investment
Dec 18, 2025
PC:TXSEGTXSE Group
Fintech & Financial Services
$250.00M
Investment
Oct 31, 2025
PC:WEA00Wealthcom
Fintech & Financial Services
$65.00M
Series B
Apr 17, 2026