Tag: self-directed brokerage accounts

According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 15% lower than the first quarter.

Despite substantial market volatility, third-quarter trading volumes in self-directed brokerage accounts brokered by Charles Schwab were similar to those seen a year ago.

The ERISA Advisory Council was told brokerage windows serve a special purpose and onerous regulations could discourage their use.

Account values fell sharply from the previous quarter and were 6.3% lower than the previous year, according to Charles Schwab’s SDBA Indicators Report.

A new report from Charles Schwab explores retirement plan participant investment activity within self-directed brokerage accounts; findings show self-directed accounts associated with advisers are better diversified.

A Charles Schwab SDBA report says the group allocated to ETFs and saved cash at a higher rate than other generations.

A report based on data from participants in the Schwab Personal Choice Retirement Account says 18.7% of SDBA accounts were managed by an independent investment adviser.

A new brokerage window option allows advisers with relationships with 401(k) participants have access to participant accounts.