Schwab Report: Year-End 2020 Self-Directed 401(k) Balances Up 13% Year-Over-Year Despite Ongoing Volatility and Q1 Market Lows Mar 2, 2021 09:00AM
Schwab Report: Self-Directed 401(k) Balances Rebound in Q2, Up 13% Quarter-Over-Quarter Aug 19, 2020 09:00AM
Schwab Report: Self-Directed 401(k) Account Balances Lower in Q1, in Line With Overall Markets Jun 10, 2020 09:00AM
Schwab Report: Self-Directed 401(k) Investors Finish 2019 Strong With Average Account Balances up 19% Year-Over-Year Mar 4, 2020 09:00AM
Schwab Report: Self-Directed 401(k) Balances Hold Steady; Millennials Allocate More to ETFs and Cash Than Gen X, Boomers Dec 4, 2019 09:00AM


Aug 21, 2019 09:00AM Balances in Advised Self-Directed Brokerage Accounts Nearly Double Those of Non-Advised Accounts, Says New Schwab Report
May 16, 2019 09:00AM Schwab Report: Self-Directed 401(k) Investor Balances Rebound in Q1 Following Strong Market Performance
Mar 13, 2019 09:00AM Schwab Report: Self-Directed 401(K) Investors’ Balances Down 6.3% Year-Over-Year After Volatile Fourth Quarter
Nov 27, 2018 09:00AM Advised Self-Directed Brokerage Accounts Are Better Diversified, Have Higher Balances Than Non-Advised Accounts, Says New Schwab Report
Sep 27, 2018 09:00AM Schwab Report: Millennial Self-Directed 401(k) Investors Allocate More to ETFs Than Do Other Generations; Mutual Funds Remain Top Holdings for All
Jun 1, 2018 09:00AM Schwab Report: Self-Directed 401(k) Investors Favored Mutual Funds in First Quarter; Account Balances Up 23% Year-Over-Year