The Charles Schwab Corporation (SCHW) M&A Call Transcript

Core Viewpoint - The company announced its acquisition of Forge Global, highlighting it as a significant opportunity in the independent advice space [1]. Group 1 - The announcement was made during the Schwab Impact Conference in Denver, where discussions around independent advice have been prominent [1]. - Management plans to share initial perspectives on the acquisition and conduct a Q&A session following the announcement [1]. Group 2 - The company emphasizes the importance of staying updated with their disclosures as expectations may change over time [2].