---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-084374"
form_type: "8-K"
ticker: "SCHW"
cik: "0000316709"
company_name: "SCHWAB CHARLES CORP"
filed_at: "2026-03-02T23:59:59+00:00"
generated_at: "2026-05-15T22:53:40.344941+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-084374
- form_type: 8-K
- ticker: SCHW
- cik: 0000316709
- company_name: SCHWAB CHARLES CORP
- filed_at: 2026-03-02T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/316709/000119312526084374/0001193125-26-084374-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/316709/000119312526084374/d72672d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-084374
- JSON: https://secwatch.observer/filing/0001193125-26-084374.json
- Plain text: https://secwatch.observer/filing/0001193125-26-084374.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.