2025 Women Investors Survey
Charles Schwab survey shows six in ten women investors are comfortable taking risk in their investments, and most point to patience and discipline as their top investing strengths
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Key findings
- Millennial women started investing at 27, as compared to Gen Xers who started at 31 and Boomers at 36.
- Almost one-third (31%) of Millennial women investors say they feel very confident in their investing strategy while a quarter each of Gen X women (26%) and Boomer women (26%) say the same.
- Millennial women are more likely to embrace a broader and more complex range of investments beyond more traditional stocks and bonds, including cryptocurrencies, options or futures, and alternative investments.
Key findings
- Women investors largely prefer to use a combination of their own research and guidance from a financial professional (42%). Nine in ten think they are on track to reach their investing goals.
- Women investors are sharing their knowledge. One in five say they frequently discuss financial information with others (19%), and almost half (46%) say they discuss finances on an occasional basis.
- About half (51%) of women investors surveyed said they got started before the age of 30.
About the survey
The online survey was conducted by Logica Research from January 7, 2025, to January 23, 2025, among a national sample of 1,200 women investors in the United States, aged 21 to 75, with at least $5,000 in investable assets and who are primary or joint financial decisionmakers in their households.
Media Contact: Hibah Shariff
Learn more about women and investing at Schwab.
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