Schwab Q4 Retail Client Sentiment Report: Investors Turn More Bearish on the U.S. Stock Market but Confidence in Reaching Financial Goals Remains High
Charles Schwab's Q4 2026 Retail Client Sentiment Report shows retail bearishness on U.S. stocks rising to 46% from 35% in Q3, with bullishness falling to 36% from 47%. Despite the caution, engagement remains high: 90% of clients are confident about reaching their financial goals, 46% plan to add to portfolios, and 84% of active traders say they would buy a notable dip. The political landscape in Washington is the top investing concern (21%), and Gen Z clients cite an AI bubble as their top concern for a second straight quarter.
Key figures
- Client accounts
- 48600000
- Retail bearish pct
- 46
- Retail bullish pct
- 36
- Trader bearish pct
- 43
- Daily avg trades q3
- 10700000
- Total client assets
- $13.33 trillion
- Trader buy the dip pct
- 84
- Genz ai bubble top concern pct
- 20
AI analysis
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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.