Equity Holdings by Generation
Source: Charles Schwab Published: December 2019 n = 142,000 retirement plan participants
![](https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fa83febcc-1af7-444a-998d-e6dd8f36938f_800x1108.jpeg)
Source: Charles Schwab
Published: December 2019
n = 142,000 retirement plan participants
Equity Holdings by Generation
Circulated: December 31, 2019
To understand how investment decision varied by generation, Charles Schwab looked at the top ten equities within retirement accounts.
![](https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F6a3db6ae-3880-41e5-8f84-125cc3e9106b_800x302.png)