ETFS ARE THE FUTURE BUILDING BLOCKS OF PORTFOLIOS: SCHWAB STUDY FINDS MAJORITY OF ETF INVESTORS WOULD CONSIDER REPLACING INDIVIDUAL STOCKS AND BONDS WITH ETFS
The majority of investors would consider replacing individual stocks and bonds with ETFs. On average, investors already using ETFs are now allocating 21 percent of their total portfolios to ETFs, and these investors expect that number to jump to 25 percent in the next five years. Moreover, one-third say ETFs will form the core of their investment portfolios in the future, according to the 2015 ETF Investor Study by Schwab.
Schwab’s commitment to challenging the industry status quo, delivering excellent client service, and solving for their needs is supported by our strong leadership team.
Our belief in the power of investing is a perspective that's influenced our company from the beginning and creates a powerful bond between us and the investors, employers, and advisors we serve.
As of Aug. 31, 2015
Driven, motivated people who believe that a commitment to investing gives them control over their financial futures
Independent registered investment advisors who believe, like Schwab, that there's a better way to serve investors
Businesses, and the companies that serve them, that understand the value of helping employees toward a secure retirement
Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or based on any individual's status in any group or class protected by applicable federal, state or local law.
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans.