Schwab Mid-Cap ETF | SCHM

Medium RiskEquity
Schwab Mid-Cap ETF
Issued by:Schwab
Index : AMEX
Unit Price (NAV) :
Minimum investment: 2 units
Schwab Mid-Cap ETF | SCHM

Schwab Mid-Cap ETF | SCHM


ETF Name: Schwab Mid-Cap ETF (SCHM) Sector: SCHM has invested in Technology (20%), Industrials (15%), Consumer Cyclical (13%), Financials (12%) and Real estate (11%). Geography: SCHM has invested 100% of its assets in the US. Fund Manager Name: Charles Schwab ETF Description: SCHM's selection universe excludes small- and large-cap stocks as it focuses exclusively on tracking the Dow Jones U.S. Mid Cap Total Stock Market Index. Its stricter mid-cap focus causes some divergence from our benchmark, with a slight bias toward financials and away from consumer cyclicals. It has a a policy of turning over 100% of net security lending revenues to investors. What ETFdb says about it: This ETF is one of several ETFs available that offers exposure to mid cap U.S. stocks, an asset class that can make up a significant portion of long-term, buy-and-hold portfolios. Why is that Kristal there: A complete pool of 2100+ ETFs are screened on various qualitative and quantitative parameters to evaluate efficiency, tradability and fit. The metrics used were alpha, beta and R-Squared with respect to the segment benchmark and ETF specific metrics such as expense ratio, drawdown, volatility and the overall rating. We evaluate all ETFs and assign a composite score based on our analysis and then select the top ones in a category based on that comprehensive score by the inhouse research / quant analysts team. It's easy to trade, with low creation costs, and cheap to hold thanks to the lowest expense ratios in the segment and a history of avoiding capital gains payouts. The strategy is rebalanced on a quarterly basis with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far. Fund Manager Description: Founded in 1971, Charles Schwab is one of the largest asset manager in the world managing $3.36T. The company operated 345 branches in 46 states in US along with branches in London and Puerto Rico, with more than 17000 employees. More Information: The Best ETF For Mid-Cap Exposure The Top 5 Mid Cap Core ETFs for 2016 (VO, IJH)


Schwab Mid-Cap ETF77.73%13.63%

Projected Returns

Investment ofper month
gives returns of :
at 7.51% / annum
$in 3 years
for a time period of
Returnsbased on historic SIP returns of 7.51% per annum
$+ 7.51

SCHM Summary Data

Symbol SCHM
Exchange ARCX
ISIN US8085245087
Cat. Benchmark S&P 500 TR USD
Asset class Equity
Category Mid-Cap Blend
Country US

Fund Strategy

Schwab US Mid-Cap ETF is an exchange-traded fund incorporated in the USA. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index.

SCHM Fact Sheets & Reports

Schwab Mid-Cap ETF | SCHM