Interview: Beth Flynn, vice president of ETF platform management at Charles Schwab
The 2012 ETF Investor Study by Charles Schwab is an online survey of more than 1,000 U.S. individual investors between the ages of 25-75 with at least $25,000 in investable assets and some familiarity with ETFs. The study was designed to assess attitudes toward and understanding of ETFs. Sixty-three percent of survey respondents own ETFs, holding on average 16 percent of their total portfolios in ETFs. The remaining respondents do not own ETFs, but are considering purchasing one in the next two years.
Conducted by Koski Research in August 2012, the study has approximately a three percent margin of error. Survey respondents were not asked to indicate whether they had accounts with Charles Schwab. All data is self-reported by study participants and is not verified or validated. Detailed findings can be found at www.aboutschwab.com/press/research/.
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