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Self-Directed Brokerage Account Indicators: Schwab's Key Observations for First Quarter 2018 (PDF)
Charles Schwab 
June 1, 2018 10 pages. "The average account balance for all participants in the Schwab Personal Choice Retirement Account (PCRA) was up 23.4% to $261,900 from $212,178 a year ago and slightly down by .3% from last quarter. Trading volumes were up 21% from last quarter to 7.8 average trades per quarter from 6.4.... Mutual Funds held the majority of participant assets and were slightly up at 38.2%.... Large Cap Stock Funds had the largest allocation at 28.0%, down 2% from last year.... Millenials had the lowest PCRA balance at $59,548, followed by Gen X at $188,176 and Baby Boomers at $359,568, very similar to last quarter." MORE >> |
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