tiprankstipranks
Advertisement
Advertisement

Charles Schwab Completes Forge Global Acquisition to Expand Alternatives

Story Highlights
  • On March 2, 2026, Schwab closed its all-cash acquisition of Forge Global, uniting public and private market capabilities.
  • Schwab has begun integrating Forge, aiming to expand alternative investment access and strengthen its market position across asset classes.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Charles Schwab Completes Forge Global Acquisition to Expand Alternatives

Claim 55% Off TipRanks

An update from Charles Schwab ( (SCHW) ) is now available.

On March 2, 2026, Charles Schwab completed its acquisition of Forge Global Holdings, Inc., a platform that provides eligible investors with access to pre-IPO company shares via direct private share purchases and specialized funds. The all-cash deal, under which Forge shareholders received $45 per common share and which was unanimously approved by both companies’ boards, brings together Schwab’s public markets strength with Forge’s private markets expertise to broaden alternative investment options for individuals and RIAs.

Schwab said integration work has begun and Forge will continue operating its business while maintaining existing issuer relationships, with Schwab planning to roll out Forge’s products to more investors over time. The move is aimed at expanding access, value, and transparency in private markets, signaling Schwab’s push to round out its alternatives offering and deepen its position as a one-stop platform spanning both public and private market investing.

The most recent analyst rating on (SCHW) stock is a Hold with a $103.00 price target. To see the full list of analyst forecasts on Charles Schwab stock, see the SCHW Stock Forecast page.

Spark’s Take on SCHW Stock

According to Spark, TipRanks’ AI Analyst, SCHW is a Outperform.

The score is driven primarily by strong financial performance (profitability, 2025 balance sheet improvement, and solid cash generation) tempered by meaningful historical volatility in results. Technicals are a notable drag due to weak momentum and the stock trading below key moving averages, while valuation is moderate with a modest dividend. Corporate events are mildly supportive but not yet financially definitive.

To see Spark’s full report on SCHW stock, click here.

More about Charles Schwab

The Charles Schwab Corporation, listed on the NYSE as SCHW, is a leading U.S. financial services provider offering wealth management, securities brokerage, banking, asset management, custody, and advisory services. Through its subsidiaries, including broker-dealer Charles Schwab & Co., Inc. and Charles Schwab Bank, it serves tens of millions of brokerage, workplace, and banking accounts, with client assets totaling $11.59 trillion.

Average Trading Volume: 10,691,750

Technical Sentiment Signal: Buy

Current Market Cap: $166.8B

Learn more about SCHW stock on TipRanks’ Stock Analysis page.

Disclaimer & DisclosureReport an Issue

Looking for investment ideas? Subscribe to our Smart Investor newsletter for weekly expert stock picks!
Get real-time notifications on news & analysis, curated for your stock watchlist. Download the TipRanks app today! Get the App
1