“Buy them the Vanguard Total World Stock ETF… or the Dimensional World Equity ETF… 13,000 or so companies”
ML
Matt Ludmer
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network ·
“We have one of the lowest fee rates… we basically give them third-party options… we roughly get 35% of net new assets in our ETFs that come from outside of Schwab”
Schwab Asset Management · Masters in Business · Using Decision Science in Investing: Masters in Business with Omar Aguilar
Play from 23:18
23:18
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What was described
offered third-party ETFs at 8 basis points and allowed any client to access them, resulting in 35% of net new ETF assets coming from outside Schwab
8 bps fee; 35% net new assets from outside
Said nearby on the same subject
“Go on the ETF issuers website and actually have a look at the top 10 holdings to see if there's any overlap.”
♫
Said on The Pay Off with Sylvia Jeffreys
“We also need to start building technology to offer this not just in ETFs and mutual funds, but also in managed accounts… use technology to start bringing these customizations.”
SM
Schwab Asset Management
Masters in Business ·
“We are predominantly an ETF over index player… we have around 30,000 crores in ETFs now”
♫
Said on The Core Report
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