This $660M acquisition is a major strategic investment to expand into private market investments.
Filing excerpt
On November 6, 2025, Schwab announced that it had entered into a definitive agreement to acquire Forge Global Holdings, Inc. (Forge), operator of a leading private market platform and trading marketplace, in a transaction valued at approximately $660 million.
What this signalsFilings often name leadership changes, deals and spending plans.
Vendors
Vendors named
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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/f591138f-1cb4-4692-bcf6-f28597b179d9 returns this record as JSON. POST /v1/companies/enrich returns every signal for schwab.com.
{
"signal_id": "f591138f-1cb4-4692-bcf6-f28597b179d9",
"signal_type": "sec-10k",
"signal_subtype": "capexIncrease",
"detected_at": "2026-03-03T05:50:08.984+00:00",
"company": {
"name": "Charles Schwab",
"domain": "schwab.com"
},
"data": {
"detail": "This $660M acquisition is a major strategic investment to expand into private market investments. The integration of Forge's platform and operations will create significant technology, data migration, and process consolidation projects, opening opportunities for M&A integration and platform consolidation vendors.",
"metrics": {
"timeframe": "next_year",
"dollar_context": "Acquisition value of Forge Global Holdings, Inc.",
"dollar_millions": 660
},
"summary": "Schwab to acquire private market platform Forge Global for $660M, closing in March 2026.",
"excerpts": "On November 6, 2025, Schwab announced that it had entered into a definitive agreement to acquire Forge Global Holdings, Inc. (Forge), operator of a leading private market platform and trading marketplace, in a transaction valued at approximately $660 million.",
"relevance": 0.9,
"sentiment": "positive",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/schw-20251231.htm",
"filing_date": "2026-02-25",
"filing_year": 2026,
"fiscal_year_end": "12/31",
"sales_relevance": "Budget available",
"signal_category": "financial",
"vendors_mentioned": [
"Forge Global Holdings, Inc."
]
}
}
curl https://signals.autobound.ai/v1/signals/f591138f-1cb4-4692-bcf6-f28597b179d9 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"schwab.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.