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Equity Holdings by Generation
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Equity Holdings by Generation

Source: Charles Schwab Published: December 2019 n = 142,000 retirement plan participants

Danny Sheridan
Jan 24, 2020
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Equity Holdings by Generation
www.factoftheday1.com

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.

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