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2016 Winner: Charles Schwab Corp.

The Charles Schwab Corporation is the winner of the Brokers/Dealers (1,000 Advisors or More) - Thought Leadership category.

Company: Charles Schwab Corp.
Category: Brokers/Dealers (1,000 Advisors or More) - Thought Leadership 
Initiative: The Schwab ETF OneSource 2016 ETF Industry Outlook 

Today, ETF investors hold 21% of their portfolios in ETFs, and that number is expected to reach 25% by 2020, according to Charles Schwab’s 2015 ETF Investors Study. Responding to growing interest in this product, Schwab collaborated with 13 ETF providers to create the ETF OneSource 2016 ETF Industry Outlook—a detailed and interactive resource for ETF investors and advisors, featuring data, market perspectives and actionable insights. 

The online resource covers 14 topics, including sector ETFs, finding income without bonds, managing volatility, strategic beta and active ETFs. The site offers data-driven coverage of 2015 trends, outlooks for 2016 and implications for investors.  

As part of the launch, Schwab hosted “ETF Week,” a series of five media conference calls discussing perspectives on important trends for advisors and investors in the year ahead. Using the hashtag #ETFOneSource, the site generated conversation on social media among journalists, fund sponsors and participants in the advisory industry.

About the Company

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab ETF OneSource offers investors and advisors access to the most commission-free ETFs anywhere in the industry. Commission-free online trading is available to individual investors at Schwab, to approximately 7,000 independent investment advisors who use Schwab’s custodial services and through Schwab retirement accounts that permit trading of ETFs.

For more information, please visit


VP of ETF Platform Management,
Charles Schwab 

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