Q1 2024 Trader Client Sentiment Survey
A quarterly study exploring the outlooks, expectations, trading patterns and points of view of clients at Charles Schwab–who actively trade equities or trade options, futures, or forex.
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Key findings
- More than half of respondents (53%) report a bullish outlook on the U.S. stock market – the highest level since the survey began in 2021 and a significant increase from the 32% who were bullish in the fourth quarter of last year.
- 49% of traders believe it’s a good time to invest in equities, up from 41% last quarter.
About the survey
The Charles Schwab Trader Sentiment Survey is a quarterly study exploring the outlooks, expectations, trading patterns and points of view of active traders at Charles Schwab and TD Ameritrade – defined as those making more than 80 equity trades, more than 12 options trades, or those who make futures or forex trades over the course of the year. The study included 762 Active Trader clients at Charles Schwab and TD Ameritrade between the ages of 18-75 and was fielded from January 12 - 27, 2024.
Media Contact: Margaret Farrell
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