Material Event: Acquisition Announcement
On November 6, 2025, The Charles Schwab Corporation announced it has entered into a definitive agreement to acquire Forge Global Holdings, Inc.
This filing serves as disclosure pursuant to Item 7.01 (Regulation FD).
The company issued supporting documentation, including a press release and investor presentation (Exhibits 99.1 and 99.2), containing supplemental information regarding the transaction terms. Investors should review these exhibits for details on this significant strategic move.
Schwab Acquires Forge Global
Charles Schwab
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