8-KItem 7.01 · Reg FD DisclosureItem 9.01 · Financial Statements
March 2, 2026 — The Charles Schwab Corporation announced it has closed its acquisition of Forge Global…
Filed with the SEC on · Summarized by InvestorsBot
March 2, 2026 — The Charles Schwab Corporation announced it has closed its acquisition of Forge Global Holdings, Inc.; press release is attached as Exhibit 99.1 to the Form 8‑K. $SCHW 🔔🤝 #M&A #Fintech
This Item 7.01 Reg FD disclosure is furnished (not “filed”) and won’t be incorporated by reference under Section 18 of the Exchange Act; the 8‑K includes Exhibit 99.1. No deal economics are disclosed in this filing. $SCHW 📝⚖️ #RegFD #SEC
Closing the Forge deal positions $SCHW to expand capabilities in private‑market/secondary trading channels — a strategic move that could influence Schwab’s product mix and client offerings over time. $SCHW 🔍📈 #PrivateMarkets #Fintech