Charles Schwab Investment Management
VC Fund
San Francisco, United States
Charles Schwab Investment Management is a VC fund in San Francisco focused on Food and Beverage and Life Science. 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 provideinvestors and financial professionals who service them with great experiences.
- Total investments:
- 2
- Last investment:
- Lead investor:
- 0%
Last updated:
For AI agents: llms.txt
Industries Charles Schwab Investment Management invests in
Stages Charles Schwab Investment Management invests in
Countries Charles Schwab Investment Management invests in
Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Brett Wander
|
|||
David Walker
|
|||
Jeffrey Lyons
|
|||
Omar Aguilar
|
|||
Rick Wurster
|
Investment Focus
Industry
- Food and Beverage 2 (100%)
- Life Science 1 (50%)
- Consumer Goods 1 (50%)
- Food Processing 1 (50%)
Stage
- Seed 1 (50%)
- Post-IPO Secondary 1 (50%)
Country
- China 1 (50%)
- India 1 (50%)
Team
| Name | Title | Investments | Links | |
|---|---|---|---|---|
|
Brett Wander
Chief Investment Officer - Fixed Income
|
Chief Investment Officer - Fixed Income | Total investments: 0 | Find email | |
|
David Walker
Advisory Committee Member
|
Advisory Committee Member | Total investments: 0 | Find email | |
|
Jeffrey Lyons
Executive Vice President
|
Executive Vice President | Total investments: 1 | Find email | |
|
Omar Aguilar
Chief Executive Officer
|
Chief Executive Officer | Total investments: 0 | Find email | |
|
Rick Wurster
CEO
|
CEO | Total investments: 0 | Find email |
Investments
| Company | Description | Round | Links |
|---|---|---|---|
AWL Agri Business
|
AWL Agri Business offers kitchen commodities including edible oil, wheat flour, rice, pulses, and sugar. | $1.8B / Post-IPO Secondary / Nov 21, 2025 | |
SmartPlant Editor
|
martPlant Editor is a plant breeding service, an innovative plant science company driven by value chain needs. | $1.4M / Seed / Nov 24, 2022 |
Co-Investors
Bandhan Mutual Fund
1 deal together
Charles Schwab
1 deal together
ICICI Prudential Mutual Fund
1 deal together
Joyvio Group
1 deal together
Probe Capital
1 deal together
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FAQ
What does Charles Schwab Investment Management invest in?
Charles Schwab Investment Management invests primarily in Food and Beverage, Life Science and Consumer Goods startups, most often at Seed and Post-IPO Secondary stage. Most of the 2 investments tracked by Shizune back companies in China. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Charles Schwab Investment Management?
Public channels for Charles Schwab Investment Management include the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
Who are the partners at Charles Schwab Investment Management?
The team at Charles Schwab Investment Management includes Brett Wander (Chief Investment Officer - Fixed Income), David Walker (Advisory Committee Member) and Jeffrey Lyons (Executive Vice President). The Team section lists each member with their title, investment count and links.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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