2023 ETFs and Beyond Study
The Schwab Asset Management ETF Study is a survey of the attitudes and activity of ETF investors. In 2023, the study took a deeper dive on fixed income investing and direct indexing.
Key findings
- Despite a dramatically different investing environment from 2022, cool heads prevail among ETF investors this year. Most are staying the course or finding opportunities to increase investments in ETFs, and 80% of ETF investors agree that ETFs are their investment of choice.
- Fixed income has been in focus this year and surprisingly, Millennial ETF investors are gravitating toward this asset class more than their older peers.
About the study
Schwab Asset Management commissioned Logica Research* to conduct an online survey of 2,200 individual investors between the ages of 25 and 75 with at least $25,000 in investable assets, 1,000 of whom have bought or sold ETFs in the past two years and 1,000 of whom have not bought or sold ETFs within the past two years. The study was conducted from June 13 – June 28, 2023. Survey respondents were not asked to indicate whether they had accounts with Schwab. All data is self-reported by study participants and is not verified or validated.
Media Contact: Christine Underhill
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* Logica Research is neither affiliated with, nor employed by, Charles Schwab & Co., Inc.