# Charles Schwab Investment Management

> Charles Schwab Investment Management is a VC fund backing Food and Beverage. See 2 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: San Francisco, United States
- Total investments: 2
- Last investment: Nov 2025
- Lead investor: 0%
- Last updated: Aug 2026
- Website: https://www.csimfunds.com/public/csim/home

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.

## Contacts

5 contacts available for Charles Schwab Investment Management. Shizune tracks 5 team members at Charles Schwab Investment Management. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/charles-schwab-investment-management?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Food and Beverage | 2 | 100% |
| Life Science | 1 | 50% |
| Consumer Goods | 1 | 50% |
| Food Processing | 1 | 50% |

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Seed | 1 | 50% |
| Post-IPO Secondary | 1 | 50% |

### Country

| Country | Investments | Share |
| --- | --- | --- |
| China | 1 | 50% |
| India | 1 | 50% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Brett Wander | Chief Investment Officer - Fixed Income | 0 | — |
| David Walker | Advisory Committee Member | 0 | — |
| Jeffrey Lyons | Executive Vice President | 1 | — |
| Omar Aguilar | Chief Executive Officer | 0 | — |
| Rick Wurster | CEO | 0 | — |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| 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 |  |

2 of 2 investments shown.

## Co-investors
- Bandhan Mutual Fund — VC Fund, 1 deal together
- [Charles Schwab](https://shizune.co/investors/profile/charles-schwab) — VC Fund, 1 deal together
- [ICICI Prudential Mutual Fund](https://shizune.co/investors/profile/icici-prudential-mf) — VC Fund, 1 deal together
- [Joyvio Group](https://shizune.co/investors/profile/joyvio-group) — VC Fund, 1 deal together
- Lence Pte Ltd — VC Fund, 1 deal together
- Probe Capital — VC Fund, 1 deal together

## Similar investors

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- [Antler](https://shizune.co/investors/profile/antler-be9c) — VC Fund
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- [Right Side Capital Management](https://shizune.co/investors/profile/right-side-capital-management) — VC Fund

## 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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