The average self-directed brokerage account within workplace 401(k)s finished at $335,857, down 4.7% from Q4 in 2024, according to Charles Schwab’s SDBA Indicators Report.

Self-directed 401(k) balances jump in Q1, with Apple stock a top participant pick: Schwab. SDBAs, which allow participants to invest their retirement savings in stocks and bonds, mutual funds and ...

Schwab Report: Year-End 2020 Self-Directed 401(k) Balances Up 13% Year-Over-Year Despite Ongoing Volatility and Q1 Market Lows March 02, 2021 09:00 AM Eastern Standard Time ...

According to Charles Schwab’s SDBA Indicators Report, the average account balance across all participant accounts rebound in Q2, up 13% from Q1 2020.

The average Self-Directed Brokerage Account (SDBA) 401(k) balance at Charles Schwab finished the fourth quarter of 2024 at $352,605, up by 13.6% since 2023, according to Charles Schwab’s latest ...

The sessions do often lead to retirement saving action by participants, according to data collected by Schwab. One of the top actions participants took after a session and a 1:1 engagement was ...

Charles Schwab (NYSE:SCHW) experienced a 7% increase in its share price over the last week, a movement likely bolstered by the company's involvement in key developments such as its partnership ...