Public Company Financial Services

Charles Schwab

Westlake, Texas, United States

Charles Schwab is an investment services firm providing brokerage and wealth management services to retail and advisor clients, along with related financial services including banking, custody, and asset management.

Focus Areas
Securities Brokerage, Online Brokerage, Wealth Management
Website
www.schwab.com

Tracked deals

3

3 tracked deals across 2020-2026.

Recent pace

1

1 tracked deal announced in the last 12 months.

Deal mix

Buyout

3 buyout

Charles Schwab Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for Charles Schwab. 1 2020 1 2023 ~1 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Charles Schwab to Acquire Forge Global Holdings
    March 13, 2026
    Buyer
    The Charles Schwab Corporation
    Target
    Forge Global Holdings, Inc.
    Seller
    Motive Capital, Deutsche Börse
    Industry
    Financial Services
    Location
    United States
    Type
    Buyout

    Charles Schwab entered into a definitive agreement to acquire Forge Global Holdings for approximately $660 million. The deal values Forge at $45 per share in cash and is expected to close in the first half of 2026, subject to customary approvals.

  • The Charles Schwab Corporation Acquires The Family Wealth Alliance
    January 24, 2023
    Buyer
    The Charles Schwab Corporation
    Target
    The Family Wealth Alliance
    Industry
    Wealth Management
    Location
    Illinois, United States
    Type
    Buyout

    The Charles Schwab Corporation has acquired The Family Wealth Alliance (FWA), a membership and research organization serving multifamily and single family offices and other family-wealth-focused firms. FWA's leadership team has joined Schwab to expand Schwab's capabilities and resources for advisors and firms serving ultra-high-net-worth clients; financial terms were not disclosed.

  • The Charles Schwab Corporation Completes Acquisition of TD Ameritrade
    October 6, 2020
    Buyer
    The Charles Schwab Corporation
    Target
    TD Ameritrade Holding Corporation
    Seller
    TD Ameritrade stockholders, The Toronto-Dominion Bank (TD Bank)
    Industry
    Financial Services
    Location
    Nebraska, United States
    Type
    Buyout

    The Charles Schwab Corporation completed its acquisition of TD Ameritrade Holding Corporation, creating a combined firm with approximately $6 trillion in client assets and 28 million brokerage accounts. The deal broadens Schwab’s scale and product offering (including thinkorswim and institutional custody solutions) and begins an 18–36 month integration to unify platforms and operations.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 2 tracked deals by Charles Schwab. Wealth Management Buyers & Acquisitions 1 tracked deal by Charles Schwab. Acquisitions in Illinois 1 tracked deal by Charles Schwab. Acquisitions in Nebraska 1 tracked deal by Charles Schwab.

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