Schwab Research

Latest research

2026 Modern Wealth Survey

Cryptocurrency is becoming part of how many Americans think about building wealth, according to survey findings.

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.

August 05, 2026

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.

July 15, 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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