Schwab Research
Latest research
Schwab Q3 2026 Retail Client Sentiment Report
Investors turn bullish on U.S. stock market as confidence climbs despite concerns the market may be overvalued.
Advisors
2026 RIA Benchmarking Study
The RIA Benchmarking Study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance.
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.
Investing
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.
0126-RHKU