SCHW · News · 20260930N

Acquisition / Partnership / Divestiture

SCHWAB CHARLES CORP · 2026-09-30 · Importance 47 · Surprise 60 · In source text

Charles Schwab is expanding its brokerage platform through the acquisition of Forge Global, according to third-party reporting dated September 30, 2026. The transaction gives Schwab access to private-market and pre-IPO investments and is intended to create a new revenue stream. The reported coverage did not disclose the purchase price, expected revenue contribution, closing date, or cost synergies, while Schwab’s Q3 2026 results were scheduled for October 15, 2026.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobable—The company is expanding its brokerage platform through the acquisition of Forge Global.