Charles Schwab Corp

SCHW

Charles Schwab Corp

@HankHill
4 months ago

Buying out FORGE

What's Their Growth Strategy?

In Schwab's recent 2025 investor presentation, they claimed their newest growth strategy is their acquisition of a company by the name of Forge, a Fintech startup which specializes in allowing clients to purchase pre-IPO business if they qualify, kind like private equity. Forge is marketed as more for the average person rather than for select rich investors. I'm kind of neutral about this news because I'm not sure if pre-IPO prices are always the best since many pre-IPO firms aren't even profitable yet. Well see how this goes this could open up a lot of doors for Schwab and for people that use Schwab.