$SCHW·8-K

SCHWAB CHARLES CORP · Mar 2, 9:06 AM ET

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SCHWAB CHARLES CORP 8-K

Research Summary

AI-generated summary

Updated

The Charles Schwab Corporation Closes Acquisition of Forge Global

What Happened

  • On March 2, 2026, The Charles Schwab Corporation announced the closing of its acquisition of Forge Global Holdings, Inc. in a press release attached to the Form 8-K. The press release is included as Exhibit 99.1 to the Current Report.
  • The report was signed by Michael Verdeschi, Managing Director and Chief Financial Officer, and notes that the disclosure is furnished under Regulation FD and is not deemed “filed” for purposes of Section 18 of the Exchange Act (nor automatically incorporated by reference into other filings).

Key Details

  • Date of announcement: March 2, 2026.
  • Event: Closing of acquisition of Forge Global Holdings, Inc.
  • Disclosure format: Press release attached as Exhibit 99.1 to the Form 8-K.
  • Signature: Michael Verdeschi, Managing Director and Chief Financial Officer, signed the report.

Why It Matters

  • The closing of an acquisition is a material corporate event that may affect Schwab’s business mix, strategy and future financial results; investors should watch for follow-up disclosures with financial terms, integration plans, or impacts on revenues and expenses.
  • This Form 8-K furnishes the announcement (not “filed”), so investors should read the attached press release and monitor Schwab’s future filings for detailed financial information and management commentary.

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