Charles Schwab Investment Management
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Investment Firm
Overview
Charles Schwab Investment Management provides a concentrated array of reasonably priced ETFs, mutual funds, and separately managed account solutions designed to meet the primary needs of a wide range of investors. They offer a purposeful selection of simple core investment products as well as advanced, customized options. They strive to provide investors and financial professionals who service them with great experiences.
Highlights
Founded
1989
Industry
Employees
0
Investment
2
Lead Investment
1
Exits
undefined
Stages
Early Stage Venture, Seed
Investor Type
Venture Capital
Location
United States, North America
Contact Information
Social
Profile Resume
Charles Schwab Investment Management, established in 1989 and headquartered in United States, North America., specializes in Early Stage Venture, Seed investments across Internet, Service Industry, Payments, Financial Services, Venture Capital, Finance, Incubators, Food and Beverage, Food Processing, Life Science. Their recent investments include Epoch, Kleiner Perkins, Trident Capital, Reuters Venture Capital, SmartPlant Editor. The highest investment round they participated in was $3.4B. Among their most notable exits are Epoch and Kleiner Perkins. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.
Investment portfolio
Charles Schwab Investment Management has made 2 investments. Their most recent investment was on Oct 02, 2000, when Epoch raised $40.0M.
investments
2
Diversity investments
0
Lead investments
1
Number of exits
undefined
Investments
2
| Annouced Date | Organization Name | Industry | Money Raised |
|---|---|---|---|
| Oct 02, 2000 | Epoch | Internet | 40.0M |
| Feb 27, 2023 | SmartPlant Editor | Food and Beverage | null |
EpochExits
0
Funding Timeline
Funding rounds
2
Investors
0
Funds
0
Funding Rounds
2
Charles Schwab Investment Management has raised 2 rounds. Their latest funding was raised on Feb 27, 2023 from a Angel Round - SmartPlant Editor round.
| Annouced Date | Transaction Name | Number of Investors | Money Raised | Lead Investor |
|---|---|---|---|---|
| Oct 02, 2000 | Series B - Epoch | - | 40.0M | - |
| Feb 27, 2023 | Angel Round - SmartPlant Editor | - | 0 | - |
Investors
0
There is no funding round available on this profile
Fund raised
2
Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.
| Annouced Date | Fund Name | Money Raised |
|---|---|---|
| May 10, 2013 | OTPPLESS | 1.0M |
| May 11, 2013 | OTPPLESS | 1.0M |
Invest in industries
N/A
Recent Activity
There is no recent news or activity for this profile.