Schwab Asset Management
Investment Details
Investor Type
Mutual Fund
Asset Class Focus
Fixed Income (Debt and Bonds), Hedge Funds, Private Equity, Real Estate, Venture Capital
Stage Focus
Pre-Seed, Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Germany, Japan
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
Investment Size:
1,000,000 to 100,000,000 USD
Investor Details Founded: 1989
Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, offers a focused lineup of competitively priced ETFs, mutual funds, and separately managed account strategies designed to serve the central needs of most investors. Operating through clients’ eyes and putting them at the center of decisions for over 30 years, the firm aims to deliver exceptional experiences to investors and the financial professionals who serve them. ([schwabassetmanagement.com](https://www.schwabassetmanagement.com//?utm_source=openai))
The firm manages a diverse range of investment products, including low-cost index funds, actively managed funds, and multi-asset strategies. With a commitment to transparency and client-centric services, Schwab Asset Management continues to expand its offerings, such as the recent launch of the Schwab Core Bond ETF (NYSE Arca: SCCR) in February 2025. ([schwabassetmanagement.com](https://www.schwabassetmanagement.com/?destination=resource%2Fadvisor-playbook&institutionalOnlyRedirect=1&utm_source=openai))
Requirements
- Accredited investor status
- Minimum investment of $1,000,000
- Alignment with investment strategy and focus areas