Q3 2023 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.
Key findings
- Sentiment among traders is on the upswing, with a 12-point increase in bullishness in Q3 compared to Q2 ’23. Sentiment has risen among traders in all life stages, although mature and mid-life traders are most bullish.
- Traders remain confident in their ability to reach their financial goals and most (63%) are confident in their investment decision-making.
- The potential for an economic recession, rising interest rates and the political landscape are among traders’ primary investing concerns. Most traders (69%) see a recession as likely, but of those, most expect it to last less than a year.
About the report
The Charles Schwab Trader Sentiment Survey is 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. The study included 768 Active Trader clients at Charles Schwab and was fielded from July 6-August 3, 2023.
Media Contact: Margaret Farrell
More Trader Client Sentiment Surveys
Discover related stories
Industry
Don't believe everything you hear about retail traders
James Kostulias, Schwab's Head of Trading Services, challenges three common myths about active retail traders.
Technology
For thinkorswim, innovation starts with listening
How Chesley Spencer improves trading experiences for clients by listening to their needs
Industry
Setting the standard for retail trading one year after launching Schwab Trading Powered by Ameritrade
We sat down with Schwab’s head of Trading Services James Kostulias to talk about retail trading, Schwab’s leadership in the space, and the latest trends with trader clients.
(0823-3PTD)