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Schwab Self-Directed Brokerage Account Indicators, Quarter Ending September 30, 2019 (PDF)
Charles Schwab
Dec. 4, 2019 10 pages. "The average account balance for all participants in the Schwab Personal Choice Retirement Account® (PCRA) was up less than 1% to $276,929 from $275,362 a year ago and almost identical $276,547 from last quarter. Trading volumes were even with last quarter at an average of 6.7 trades per account.... SDBA participants aged 55 and over were 38.6% out of all participants, while the Gen X (age 39-54) participants were slightly higher at 41.8% and Millennials (age 27-38) at 12.9%." MORE >> |
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