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AI brief of an SEC Form 8-K · Charles Schwab (SCHW)

Schwab completes acquisition of Forge Global, paying $45 cash per Forge share

Neutral Impact 3 of 5 m&a Written later

On March 2, 2026, Charles Schwab said it has completed its acquisition of Forge Global Holdings, Inc., a provider of access to pre-IPO company shares. The filing does not disclose the deal's total value or any financial effect on Schwab, so shareholder impact is not yet quantified.

Key points

  • Acquisition closed March 2, 2026; the deal was first announced in November
  • Forge shareholders received $45 cash per outstanding common share
  • Forge will keep operating its business while Schwab integrates it and plans to offer its products to more individual investors and RIAs over time

The filing

CompanyCharles Schwab (SCHW)
Form8-K, current report
Filed with the SECMar 2, 2026, 9:06 AM ET
Accession number0001193125-26-084374

Items reported: 7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 02, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.