On the Record · Schwab Charles
Schwab Charles acquisitions, on the record
The businesses Schwab Charles bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.
Deals its annual reports describe
| Business | Deal | When | Value |
|---|---|---|---|
TD Ameritrade Holding Corporation, now TD Ameritrade Holding LLC (TDA Holding) and its consolidated subsidiariesWord for word“Effective October 6, 2020, the Company completed its acquisition of TD Ameritrade Holding Corporation, now TD Ameritrade Holding LLC (TDA Holding) and its consolidated subsidiaries (collectively referred to as “TD Ameritrade” or “TDA”).” 10-K for 2023 | acquisition | Effective October 6, 2020 | — |
Wasmer SchroederWord for word“Through our acquisition of Wasmer Schroeder in 2020, more than 20 fixed income strategies and separately managed account offerings have been made available to retail clients beginning in 2021, including two positive impact strategies and a multi-sector income strategy.” 10-K for 2023 | acquisition | in 2020 | — |
TD Ameritrade Holding Corporation, now Ameritrade Holding LLC (Ameritrade Holding) and its consolidated subsidiaries (collectively referred to as Ameritrade)Word for word“The Company acquired TD Ameritrade Holding Corporation, now Ameritrade Holding LLC (Ameritrade Holding) and its consolidated subsidiaries (collectively referred to as Ameritrade), effective October 6, 2020.” 10-K for 2024 | acquisition | effective October 6, 2020 | — |
Forge Global Holdings, Inc.Word for word“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.” 10-K for 2025 | agreed acquisition | On November 6, 2025 | approximately $660 million |
| Fiscal year ended | Goodwill from acquisitions |
|---|---|
| 2020-12-31 | $510 million |
Deal filings since 2016
- 2025-02-12 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2023-05-05 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2022-08-03 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2020-10-06 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2020-05-15 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-11-29 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
Read from Schwab Charles’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-25. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.