Investor Research & Trends

ETFs and Beyond Study

With more ways to invest than ever before, investors are expanding their investing horizons and choosing ETFs to help get them where they want to go.

Modern Wealth Survey

An annual survey that examines Americans’ perspectives on saving, spending, investing, and wealth.

Other Investing surveys

Schwab Q2 2026 Retail Client Sentiment Report

Investors turn bearish on U.S. stock market but remain confident in their investing approach and likelihood of reaching goals.

May 19, 2026

2026 Schwab Teen Investing Survey

Research snapshot of parent and teen investing interest, behaviors, and attitudes that often highlights that teens want to start investing with education and parental guidance.

April 28, 2026

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