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List of Charles Schwab's Acquisitions

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Charles Schwab has made a total of 5 acquisitions. These activities peaked in 2019, 2020, and 2025, with 1 acquisition per year. Operations were conducted in 1 country, United States, within 1 sector, Investment Tech. Between 2020 and 2025, the average number of acquisitions per year was 0.2, and 0 acquisitions have been completed this year. Its most recent acquisition, completed in November 2025, is Forge Global, a San Francisco-based investment platform for private equities founded in 2014.

Here's the year on year acquisition history of Charles Schwab:

Year on year acquisition history of Charles Schwab202520202019Acquisitions Round Date (Yearly)012
  • Number of Total Acquisitions
Year
# Acquisitions
2025
1
2020
1
2019
1
2011
1
2003
1

Recent acquisitions by Charles Schwab

Charles Schwab's most recent acquisition - Forge Global is a Investment platform for private equities, founded in 2014 and located in San Francisco. Charles Schwab acquired it in November 2025 for a price of $*****.

Here is the list of all acquisitions by Charles Schwab sorted by the latest acquisition date:

Acquired on
Acquired Company
Acquisition Price
Facilitators
Stake Acquired
Acquisition Multiple
Nov 06, 2025
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43
637
Feb 24, 2020
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14
833
Nov 25, 2019
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92
260

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News related to Charles Schwab's acquisitions

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Media has covered Charles Schwab for a total of 217 events in the last 1 year, 13 of them have been about acquisition activity.

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FAQs about Acquisitions by Charles Schwab

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