Browsing Tag
Self-Directed Brokerage Account (SDBA)
28 posts
Schwab Self-Directed 401(k)s Finish 2024 with 13.6% Gain
Report shows Gen X makes up nearly half of SDBA participants, with Boomers and Millennials accounting for about a quarter each
Self-Directed 401(k) Balances Up 21% in Past Year: Schwab Report
Apple reclaims top spot from Nvidia among SDBA equity holdings
Another Solid Quarter for Self-Directed 401(k)s
Schwab report on self-directed brokerage accounts sees balances rise 5.7% as equity markets rally in Q2 2024
Self-Directed 401(k)s Grow 5.8% in Q1 2024
Schwab's latest SDBA Indicators Report shows accounts grew to $328,239 in Q1 2024
Investor Satisfaction with Online Brokerage Firms Stagnant: J.D. Power
TD Ameritrade and Fidelity rank highest in respective segments of 2024 Self-Directed Investor Satisfaction Study
Self-Directed 401(k) Investors’ Balances Rise with Markets in Q4 2023
Schwab’s latest SDBA Indicators Report found allocations remained steady at the end of the year, with heavy concentration on “Magnificent Seven” stocks
Self-Directed 401(k)s See 6.6% Gain in Q1 2023
Schwab’s SDBA Indicators Report shows average account balance rose to $298,543, but that’s still down 10% from a year ago
Self-Directed 401(k)s Also Fell 20% in 2022, Schwab Report Shows
Latest SDBA Indicators Report shows a modest 2.45% gain in Q4
Self-Directed 401(k)s Take Another Hit in Q3
Charles Schwab report shows average balances down nearly 20% year-over-year while asset allocations and trading remain steady
401k Participants Largely Pass on ESG Options, Research Finds
Even when it is offered, PGIM and EBRI study finds less than 10% of self-directed 401k participants allocate money to an environmental, social and governance fund