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Investments

7

Portfolio Exits

1

Partners & Customers

2

About Charles Schwab

Charles R. Schwab is the founder and former CEO of the Charles Schwab Corporation.

Headquarters Location

Sacramento, California,

United States

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Expert Collections containing Charles Schwab

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Find Charles Schwab in 1 Expert Collection, including Fortune 500 Investor list.

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Fortune 500 Investor list

590 items

This is a collection of investors named in the 2019 Fortune 500 list of companies. All CB Insights profiles for active investment arms of a Fortune 500 company are included.

Latest Charles Schwab News

Muni Demand Will Rebound in 2023 as Rates Ease, Schwab Strategist Says

Dec 8, 2022

Hong Kong and Singapore Spar for Green Finance Supremacy in Asia Britain’s ‘Jobs-Rich’ Recession May Limit Drop in Housing Market Australian Treasurer Says RBA Review to Guide Decision on Lowe Brazil Holds Key Rate at 13.75% as Lula’s Spending Plan Adds to Inflation Risk Carvana Talks With Kirkland, Moelis for Advice on Reworking Debt Muni Demand Will Rebound in 2023 as Rates Ease, Schwab Strategist Says Peru Congress Approves Impeaching President Pedro Castillo Canada to Change Investment Law in Move Against Chinese Firms Crypto Miner Marathon Digital Taps Advisers as It Weighs Compute North Bid Stock Traders Worried About Treasury Curve Signals: Markets Wrap Asia Stocks Face Cautious Open on Bond Signal Woes: Markets Wrap Peru Extends Its Steepest Rate Hikes as Inflation Tops Forecasts Duke Energy Fixes Damage to North Carolina Substations Hit by Gunfire China’s Yuan Faces Reality Check After Reopening-Driven Rally California Offshore Wind Auction Is Second-Biggest in Clamor for Renewable Power Arco Minority Shareholders Urge Rejection of Takeover Proposal Chevron Lifts 2023 Capital Spending to Top of Range on Biden Pressure Glencore Scraps Giant Australian Coal Project on Net-Zero Goals Florida CFO Wants BlackRock Cut From Managing Pensions Over ESG Stance Canadians look to side hustles to make up for inflation pressure, but at what cost? Cybersecurity tips for online holiday shopping Over half of Canadians plan to spend less on Christmas plans: Survey Will groceries be cheaper in 2023? Here's what a report found Need to tap into your investments? Beware of tax traps 4 reasons for thrift store gifts this year GICs and crypto in epic tug-of-war for young investors: Dale Jackson 32% of Canadians unaware standard home insurance policies lack flood protection: Survey  How the elimination of interest on federal student loans could give graduates a boost Recession: Majority of Canadians think we’ll enter one soon, survey finds Young Canadians look to splurge on gifts this holiday season, cut other costs How stay-at-home spouses can build credit Holiday shopping: Expert advice on finding deals and saving Inflation gives a boost to 2023 TFSA contribution limit Many Canadians struggling with 'subconscious spending' habits: Survey Buy now, pay later holiday shopping spree could lead to financial hangover: Experts Hourly wages needed to live in Ontario rise as inflation persists Tax-loss selling can turn 2022 losses into 2023 gains Consumer insolvencies rise 22.5 per cent compared with last year Britain’s ‘Jobs-Rich’ Recession May Limit Drop in Housing Market Trump Is Trying to Evade Fraud Probe With Florida Suit, New York AG Claims Apollo CEO Sees Opportunity in Liquidity Crunch: Goldman Update What mortgage owners need to know about the Bank of Canada hike Mortgage-Qualifying Rate in Canada May Top 8% After Latest Central Bank Hike  California Pension Fund Relies on Muni Bond Sales for New Office UK Tells Lenders to Support Customers Struggling With Mortgages LatAm Dollar Bond Sales to Bounce From 14-Year Low, HSBC Says Mortgage machine slows in Canada as rate hikes hit banks' growth Five Charts Show UK Housing Headed for Biggest Drop Since 2008 US Mortgage Rates Fall a Fourth Week, Longest Stretch Since 2019 Co-buying a house: How platonic partners make it work The Museum of London Is Closed. Long Live the Museum of London UK House Prices Fall Fastest in 14 Years, Halifax Says Vietnamese EV Maker VinFast Files for US IPO South Korea Debt Crisis Is a Cautionary Tale as Era of Easy Money Ends End of Easy Money Era Sparks Questions Over Landlords’ True Debt Loads LA Approves Tax Increase on Real Estate Deals Over $5 Million Millions of US Millennials Moved in With Their Parents This Year Hong Kong and Singapore Spar for Green Finance Supremacy in Asia Britain’s ‘Jobs-Rich’ Recession May Limit Drop in Housing Market US Congress Pokes China With Taiwan Defense Support, Chips Ban Ex-Theranos President Balwani Gets 13-Year Prison Term in Fraud Case Australian Treasurer Says RBA Review to Guide Decision on Lowe Brazil Holds Key Rate at 13.75% as Lula’s Spending Plan Adds to Inflation Risk Carvana Talks With Kirkland, Moelis for Advice on Reworking Debt New York AG James Says Probe Substantiated Claims of Aide’s Misconduct Muni Demand Will Rebound in 2023 as Rates Ease, Schwab Strategist Says Peru Congress Approves Impeaching President Pedro Castillo Canada to Change Investment Law in Move Against Chinese Firms Crypto Miner Marathon Digital Taps Advisers as It Weighs Compute North Bid Stock Traders Worried About Treasury Curve Signals: Markets Wrap Netherlands Plans Curbs on China Tech Exports in Deal With US Trump Is Trying to Evade Fraud Probe With Florida Suit, New York AG Claims Asia Stocks Face Cautious Open on Bond Signal Woes: Markets Wrap Duke Energy Fixes Damage to North Carolina Substations Hit by Gunfire California Offshore Wind Auction Is Second-Biggest in Clamor for Renewable Power Australia’s Link Drops Deal Talks With Dye and Durham Brazil Holds Key Rate at 13.75% as Lula’s Spending Plan Adds to Inflation Risk Canada to Change Investment Law in Move Against Chinese Firms Crypto Miner Marathon Digital Taps Advisers as It Weighs Compute North Bid Stock Traders Worried About Treasury Curve Signals: Markets Wrap Asia Stocks Face Cautious Open on Bond Signal Woes: Markets Wrap Duke Energy Fixes Damage to North Carolina Substations Hit by Gunfire California Offshore Wind Auction Is Second-Biggest in Clamor for Renewable Power Chevron Lifts 2023 Capital Spending to Top of Range on Biden Pressure Glencore Scraps Giant Australian Coal Project on Net-Zero Goals Used-Car Prices Extend Free Fall as Rising Supply Hurts Dealers Five Key Takeaways From Peru’s Political Crisis, Castillo’s Ouster Biden to Require Fossil-Free Federal Buildings in Blow to Gas UN’s Hart Says COP27 Buoyed Renewable Energy Push: Summit Update Saudi Arabia Sees 2023 Budget Surplus Bump Despite Oil-Market Jitters Oil Tanker Jam in Bosphorus Grows as Sanctions Snarl Insurance Ukraine Latest: EU Envoys Weigh Ninth Russia Sanctions Package Fonterra Lifts Earnings Forecast a Second Time on Protein Demand Oil tumbles to erase 2022 gains on easing demand for fuels Exxon’s US Workers Get Inflation-Busting Pay Hike as Profit Hits Record Big banks hike their prime rates to 6.45% Bank of Canada: Read the full statement on its interest rate hike Will the Bank of Canada hike interest rates again? Experts react to Bank of Canada hiking rates for seventh straight time Bank of Canada hikes key interest rate half a percentage point to 4.25% The Daily Chase: Bank of Canada decision day; Dollarama sales surge Bank of Canada look ahead: Economists expect seventh straight rate hike TSX recap: Index closes 1.25% lower amid losses in energy, technology Tech drives U.S. stock rout amid gloom from bank CEOs Consumer debt tops $2.36 trillion in third quarter, up 7.3% from last year Canada trade surplus widens on rising consumer goods exports The Daily Chase: Home prices sink in Toronto; Canadian consumer debt rises Yield curve inversion hits widest in Canada since early 1990s What is an 'inverted yield curve' and why does it matter? Stocks hit by U.S. Fed-hike jitters as U.S. yields surge TSX recap: Index closes 1.19% lower Profits in 15 sectors, including oil and gas, driving bulk of inflation: Report Powell's dovish hope for soft landing is not realistic: Larry Berman Will groceries be cheaper in 2023? Here's what a report found Brazil Holds Key Rate at 13.75% as Lula’s Spending Plan Adds to Inflation Risk Trump Says He'd Be Legally Immune Even if He Called to ‘Burn Down Congress’ Ex-Malaysia PM’s Alliance Wins By-Election, Malaysiakini Says UK’s Labour Bids to Be Party of Business With Start-Up Program Glencore Scraps Giant Australian Coal Project on Net-Zero Goals Florida CFO Wants BlackRock Cut From Managing Pensions Over ESG Stance Peru Instability Remains After Castillo Ousting, Strategists Say Five Key Takeaways From Peru’s Political Crisis, Castillo’s Ouster Donald Trump Searches His Properties for More Documents Marked Classified Supreme Court Struggles to Limit Case Aiming to Give States Ability to Upend Election Law Biden to Require Fossil-Free Federal Buildings in Blow to Gas Schumer Flexes Democrats’ New Subpoena Power in Warning to CEOs Ukraine Latest: EU Envoys Weigh Ninth Russia Sanctions Package Supreme Court Could Open Door to More Gerrymandering for Democrats BlackRock Subpoenaed by Texas Senate for ESG-Related Documents Trump Is a 'Real Liability' for Republican Candidates, GOP Senate Whip Says Denver Opens Emergency Shelter After Migrants Arrive Overnight Peruvian Sol Rebounds as Congress Votes to Impeach Castillo Trump’s Court Losses Reveal Weakness of Post-Presidency Defenses Australian Treasurer Says RBA Review to Guide Decision on Lowe Crypto Miner Marathon Digital Taps Advisers as It Weighs Compute North Bid Stock Traders Worried About Treasury Curve Signals: Markets Wrap Netherlands Plans Curbs on China Tech Exports in Deal With US Asia Stocks Face Cautious Open on Bond Signal Woes: Markets Wrap Arco Minority Shareholders Urge Rejection of Takeover Proposal Texas Joins Other States in Banning TikTok From Government Devices Used-Car Prices Extend Free Fall as Rising Supply Hurts Dealers Australia Central Bank Is Keeping Open Mind on Digital Currency FTX Discussed Spending Hundreds of Millions on Liverpool, Manchester United Football Clubs Tesla Judge Rules SEC Deal Off-Limits in Musk Tweet-Fraud Trial Celsius Judge Orders Return of User Crypto Worth $50 Million Amazon CEO, Putting Stamp on Company, Promotes Four Executives Gorillas Facing Valuation, Staff Cuts as Part of Getir Deal OpenAI Chatbot So Good It Can Fool Humans, Even When It’s Wrong Apollo CEO Sees Opportunity in Liquidity Crunch: Goldman Update These Are the Tech Companies Slashing Jobs in an Uncertain Economy Apple to Begin Encrypting Cloud Backups in Data Security Revamp Plaid Cuts 260 Staffers as Fintech Customers See Slower Growth The U.S. Fed is failing in four ways: Mohamed A. El-Erian Apple, JPMorgan turn to pay now grow later Remote Working Boom Is Huge for College Towns Like Knoxville Walmart flashes a warning sign to the entire consumer economy: Andrea Felsted Millennials are finally spending like grown-ups Dismal U.S. GDP report raises the odds of recession this year: Gary Shilling Musk is wrong for Twitter even if deal math works out Chocolate bunnies can teach us to save our food supply The Fed has made a U.S. recession inevitable America's oil reserve weapon risks misfiring Four-day workweeks can burn you out U.S. Fed expects a soft landing. Don't count on it Markets are pushing Fed into developing-economy territory Commodity traders go from bonanza to bailout plea Putin's war shows West must clean up dirty money Salary transparency is good for everyone Microsoft's US$69B Activision deal could be a blunder What if the oil market bulls are wrong and this lonely bear is right? Canada's trucker protest may spread from Ottawa to U.S. Asia Stocks Face Cautious Open on Bond Signal Woes: Markets Wrap Big ESG Funds Are Doing Worse Than the S&P 500 Hedge Fund Sues Grayscale for Details on Battered Bitcoin Trust Build-Your-Own-Index Boom Could Hit $825 Billion in Four Years SPACs Collapse as $11 Billion of Deals Are Called Off Within an Hour Bitcoin’s Bearish Futures Are Signaling a Slowdown into 2023 One Massive Trade Likely Fueled $1.5 Billion Flood Into Bond ETF Traders Start Taking Notice as China ETF Rebound Gets Extreme Investors Pull $8 Billion From Major Stock ETFs JPMorgan Joins HSBC as Vault Custodian for Top Gold ETF Crypto Investment-Product Assets Sink to Two-Year Low  Amid FTX Collapse Wall Street Analysts Haven’t Been This Bullish on Tesla Since 2015 Man Behind Anti-ARK ETF Is Losing Fund in Break From New Firm Cloud-Software Stocks Salesforce, Snowflake Weighed Down by Slower Growth Record $3 Billion Exodus Hits Credit ETF in Abrupt Risk Reversal Hedge Fund Strategy That Lured $1 Billion This Year Comes to Europe Stocks Comeback Boosts Australian ETF Market to Near Record Size Risk Appetite Is Surging Again in Markets Seduced by Fed Hope Bitwise Files for Bitcoin Futures ETF Despite Crypto ‘Dark Days’ Women making small gains, but still troublingly under-represented in the C-suite Gerry Schwartz to step down as CEO at Onex, Bobby Le Blanc named next CEO Dominic Barton on Canada-China relations, future at Rio Tinto 'We’re serving Canadians better' following the pandemic: McKesson Canada CEO Rebecca McKillican World's richest family loses US$11.4B in Walmart rout 'Fine balance': Rania Llewellyn on fitting her long-term inclusion goals into Laurentian's revamp First female bank CEO in Canada leads with younger self in mind ​Company holiday parties are making a comeback, but many employers have a plan B Elon Musk and Jeff Bezos now worth almost half a trillion dollars Jane Fraser has a plan to remake Citigroup while tormenting rivals ‘Forever changed’: CEOs are dooming business travel — maybe for good National Bank names Laurent Ferreira CEO, succeeding Vachon The remote-work czar is the new shortcut to the C-Suite Olympics boss aims to put 'most-followed' Tokyo games on track Wellness resorts eye long COVID treatments as new moneymaker Ghosn accomplice says he 'deeply regrets' helping him escape Gates divorce speeds divergence of separate investing goals Buffett exits as Gates Foundation trustee, sidestepping rift Gates’s divorce casts harsh glare on US$170 billion money manager Allison Nicole Smith, Romaine Bostick and Katie Greifeld, Bloomberg News A pedestrian walks along Exchange Place near the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Nov. 9, 2022. US stocks declined following midterm elections that failed to yield a Republican sweep. Treasuries and the dollar caught bids in a sign of deteriorating risk sentiment. Photographer: Michael Nagle/Bloomberg , Bloomberg (Bloomberg) -- Charles Schwab’s Cooper Howard is predicting a bounce back year for the $4 trillion municipal debt market in 2023. A slower pace of interest-rate hikes, attractive yields and relatively healthy state and local government finances should lure investors back after demand plunged this year, the director and fixed-income strategist for the Schwab Center for Financial Research said in a Bloomberg TV interview Wednesday. “Credit quality is very high in the municipal bond market. State and local revenues have surged to record-level highs driven by the economic recovery,” Howard said. “Given the rise in yields, it is more attractive for retail investors, so there will be more demand coming into the market.” Municipal-bond sales this year are down nearly 19% at about $351 billion, according to data compiled by Bloomberg. Meanwhile, 10-year muni yields are more than double where they were at the start of 2022. The Federal Reserve’s aggressive interest-rate hikes and recession fears had soured investors on the municipal-bond market, but signs of ebbing inflation will lend the Fed leeway to relax on its tightening, Howard said. “Rising interest rates will not be as big of a headwind.”   Issuance will remain relatively subdued since municipal coffers are at record-high levels thanks to last year’s windfall of federal stimulus funds. The threat of a recession still looms, but not as large in the muni market thanks to healthy credit ratings for states and municipalities that saw more upgrades than downgrades this year. That bodes well for state and local governments in the event of an economic downturn. “If the economy does slow, we do not think it will be as big of a headwind in the muni market as other parts of the credit markets,” said Howard. With airline travel bouncing back, Howard expects municipal debt tied to the public transportation sector to lead the market rebound and sees it as “an area of opportunity” for skittish investors. ©2022 Bloomberg L.P.

Charles Schwab Investments

7 Investments

Charles Schwab has made 7 investments. Their latest investment was in HundredX as part of their Series D on April 4, 2022.

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Charles Schwab Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

4/12/2022

Series D

HundredX

Yes

3

2/17/2021

Series A

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$99M

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10

5/1/2019

Series A

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$99M

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10

10/16/2017

Series C

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$99M

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10

3/6/2014

Series A

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$99M

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10

Date

4/12/2022

2/17/2021

5/1/2019

10/16/2017

3/6/2014

Round

Series D

Series A

Series A

Series C

Series A

Company

HundredX

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Amount

$99M

$99M

$99M

$99M

New?

Yes

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Co-Investors

Sources

3

10

10

10

10

Charles Schwab Portfolio Exits

1 Portfolio Exit

Charles Schwab has 1 portfolio exit. Their latest portfolio exit was Eargo on October 16, 2020.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

10/16/2020

IPO

$99M

Public

3

Date

10/16/2020

Exit

IPO

Companies

Valuation

$99M

Acquirer

Public

Sources

3

Charles Schwab Partners & Customers

2 Partners and customers

Charles Schwab has 2 strategic partners and customers. Charles Schwab recently partnered with Orion on February 2, 2015.

Date

Type

Business Partner

Country

News Snippet

Sources

2/12/2015

Partner

Israel

Charles Schwab Online Newsroom Schwab Intelligent Technologies® Signs Agreements with Orion Advisor Services and Redtail Technology® to Join Schwab OpenView Gateway™ Schwab Intelligent Technologies® Signs Agreements with Orion Advisor Services and Redtail Technology® to Join Schwab OpenView Gateway™.

SAN FRANCISCO -- -- Schwab Intelligent Technologies announced today that Orion , LLC. , a premier portfolio accounting service provider , and Redtail Technology , a leader in web-based client relationship management solutions , will participate in Schwab OpenView Gateway , the flexible , open-architecture technology platform that enables integration between Charles Schwab custody systems and those of participating technology providers supporting independent registered investment advisors .

1

4/19/2011

Partner

United States

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10

Date

2/12/2015

4/19/2011

Type

Partner

Partner

Business Partner

Country

Israel

United States

News Snippet

Charles Schwab Online Newsroom Schwab Intelligent Technologies® Signs Agreements with Orion Advisor Services and Redtail Technology® to Join Schwab OpenView Gateway™ Schwab Intelligent Technologies® Signs Agreements with Orion Advisor Services and Redtail Technology® to Join Schwab OpenView Gateway™.

SAN FRANCISCO -- -- Schwab Intelligent Technologies announced today that Orion , LLC. , a premier portfolio accounting service provider , and Redtail Technology , a leader in web-based client relationship management solutions , will participate in Schwab OpenView Gateway , the flexible , open-architecture technology platform that enables integration between Charles Schwab custody systems and those of participating technology providers supporting independent registered investment advisors .

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Sources

1

10

Charles Schwab Team

2 Team Members

Charles Schwab has 2 team members, including former Managing Director, Shelly Steele.

Name

Work History

Title

Status

Shelly Steele

Managing Director

Former

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Name

Shelly Steele

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Work History

Title

Managing Director

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Status

Former

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