Latest Research

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. More than 1,000 individual investors who either own or are considering purchasing an ETF participated in our August 2012 survey. Media Contact: Alison Wertheim
 

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.  Media contact: Erin Montgomery. 

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. 

• Download the white paper
• Read the press release

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.

• Download the white paper
• Read the press release
• Watch the inverviews with Chuck Schwab
• Read the blog post on Schwab Talk
  
   

Research Topics

• Bond Investor Study:  Exploring the perceptions of individual investors about investing in the U.S. bond market.
• ETF Research: Including the annual ETF Investor Survey, which examines ETF usage and perceptions among retail investors.
• 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.