News & Deep Analysis
SCHW-PJ

Charles Schwab to Acquire Forge Global for $660M

Published: November 6, 2025
SCHWAB CHARLES CORP

Direct News

  • Ticker: SCHW-PJ
  • Charles Schwab to buy Forge Global for $660M
  • Announcement date: 2025-11-06
  • Deal described as expanding Schwab's private markets presence

Historical Context

On 2025-10-16 an 8-K filing related to this subject omitted financial data due to an API quota error. That prior disclosure issue is the only earlier event provided in the record and may be relevant for investors tracking the cadence and completeness of public filings ahead of or following the 2025-11-06 acquisition announcement.

Deal overview and investor considerations

On 2025-11-06 Charles Schwab announced an agreement to acquire Forge Global for $660 million. The transaction is presented as a move to expand Schwab's presence in private markets. Investors focused on search intent such as "SCHW-PJ acquisition Forge Global" or "Schwab private markets buy Forge" will find that the core, confirmed details reported here are the purchase price and the stated strategic rationale of broadening private markets capabilities. No additional transaction terms, financing details or integration plans are provided in the information supplied. Given the limited disclosed details, prudent investors will likely await formal regulatory filings and subsequent disclosures for specifics on structure, timing and financial impact. This report sticks to the confirmed facts: the buyer (Charles Schwab, SCHW-PJ), the target (Forge Global), the headline price ($660M) and the stated strategic purpose (expanding private markets presence).

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