Key facts
- Charles Schwab (Charles Schwab) is an investor with 1 tracked portfolio company.
- Notable positions include Kalshi.
- Private Market View records 3 deal participations by Charles Schwab (Charles Schwab).
- Charles Schwab (Charles Schwab)’s most recent recorded investment was in Apr 2021.
Registered with the SEC
Form ADV · 2026-03 · CRD 5393- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 30690
- Registered office
- SAN FRANCISCO, CA
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CHARLES SCHWAB & CO., INC.).
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Portfolio
1 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Kalshi | Other Financial Services | ▮ | ▮ | ▮ |
All 1 companies — valuations, dates and lead flags are a member feature | ||||
Recent deals
3 recordedamounts and lead flags are a member featureUnlock all 3 deals
Frequently asked
- What companies does Charles Schwab (Charles Schwab) invest in?
- Charles Schwab (Charles Schwab) has 1 recorded portfolio companies, including Kalshi.
- Is Charles Schwab (Charles Schwab) actively investing?
- Charles Schwab (Charles Schwab)'s most recent recorded investment was in Apr 2021.