Charles Schwab ETFs and Beyond Study

Charles Schwab

Research

49 Pages

Charles Schwab presents its 2025 ETFs and Beyond Study on how individual investors use ETFs across their portfolios. The study surveys two thousand investors to track ETF adoption, portfolio roles and attitudes toward active, specialty and alternative oriented ETFs. Results highlight rising comfort with ETFs as core holdings, with many investors planning to shift more assets from individual securities and mutual funds.

Date published: November 5, 2025

Source: Charles Schwab.
Source: Charles Schwab.

Key Takeaways

ETF adoption lens: Explains how ETFs increasingly act as core holdings rather than niche satellite positions.
Portfolio usage mix: Details investors typical blend of core market ETFs, tactical themes and access to alternatives.
Selection priorities: Highlights cost, provider reputation and desired exposures as main filters when choosing specific ETFs.
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