Millennial Investors Prefer ETFs; Want More Personalization 🤔

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