Latest Research

 A majority of Americans who are highly engaged across many aspects of life also grab hold of the wheel when it comes to investing, according to a new study by Charles Schwab. Today’s Engaged Investor surveyed 1,000 Americans who express a significant degree of personal ownership in their everyday lives. The study found that a majority are also highly engaged in investing: nearly two-thirds (61 percent) are actively involved in their investment portfolios.

• Read the press release
• Read the whitepaper (PDF)
• View infographic

More Research Topics

•  The ETF Investor Study by Charles Schwab is an online survey designed to gauge individual investors’ attitudes toward and understanding of ETFs, and how or if they would use them as part of their investment portfolios. 
• Bond Investor Study:  Exploring the perceptions of individual investors about investing in the U.S. bond market.  
• The Global Investing Study was designed to assess retail investors’ interest and attitudes toward investing in equity markets outside the United States. More than 200 individual investors participated in this online survey during June 2012. 
• Independent Advisor Research: Including the recent Advisors Turning Independent (ATI) study and the twice-a-year Independent Advisor Outlook Survey.
• Retirement Research: Including the quarterly Real-Life Retirement pulse survey on American consumers plus scholarly studies on employer-sponsored retirement plans, such as the 401(k).
• Corporate Stock Plan Study: Exploring how that most companies view stock plans as a tool to motivate and reward workers at all levels. 

Links to Additional Studies

• 2011 Teens & Money Survey: Schwab takes a look at 16- to 18-year-olds and their attitudes, behaviors and expectations about money. Nine out of 10 teens say the Great Recession caused major shifts in their mindset, including a greater appreciation for what they have and an increased awareness of financial hardship. Read the press release, or check more statistics on the survey fact sheet.
• Reading the Signs in the Current Bond Market: This white paper  provides perspective on four topics that are top-of-mind for many fixed income investors. 
• Schwab's Mutual Fund OneSource at 20: This white paper traces the 20-year history of Mutual Fund OneSource, and its impact on mutual fund investors. Also, read the press release and watch interviews with Chuck Schwab.