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Monday, August 31, 2026The Morning Brief →Sign in
asset manager

Schwab ETFs

In PWD coverage since August 31, 2026 · 1 story
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
Rick Wurster
Aug 21 · from Schwab
Walt Bettinger
Aug 21 · from Schwab
Departures
None tracked.
PWD coverage
RIA

Model portfolios are driving the RIA tech-ETF rotation

Q2 data shows RIA flows into semiconductor and AI funds tracked the tickers model portfolios already favor.
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