Schwab completes acquisition of Forge Global for $45 per share in cash

SCHWAB CHARLES CORP

Acquisition closed March 2, 2026; Forge shareholders received $45 cash per share.
Forge provides access to pre-IPO private markets via direct purchases and funds.
Deal unanimously approved by both boards; integration work has begun.
Schwab will expand Forge's products to individual investors and RIAs over time.
Rick Wurster cites opportunity for wealth creation and diversification in private markets.

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