Where Data Tells the Story
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What we're showing
Results from Schwab Asset Management's June 2023 survey of 2,200 individual investors between the ages of 25 and 75, all of whom had at least $25,000 in investable assets.
Quote
"Investors’ desire to have more control and alignment of investments with their personal views is a major long-term shift that is still in the early innings."
David Botset, Head of Equity Product Management and Innovation at Schwab Asset Management