SCHWAB MID-CAP ETF | SCHM

Medium RiskEquityMorning Star4 / 5
SCHWAB MID-CAP ETF
Issued by:Schwab
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 2 units
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SCHWAB MID-CAP ETF | SCHM

SCHWAB MID-CAP ETF | SCHM

About SCHM ETF

Schwab Mid Cap ETF (SCHM), as the name suggests, tracks Mid Cap stocks almost exclusively, and its net assets are worth $6.29B. This fund is perfect for investors looking for affordable options.

SCHM ChartsLifetime18.03%
SCHM Performance1Y3Y5Y
This ETF-16.19%3.11%3.95%

Projected Returns

Investment ofper month
gives returns of :
at 3.95% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of 3.95% per annum
$
$
$+ 3.95%

Asset Class

Asset type breakdown
Stock US98.94%
Stock non-US1%
Cash0.06%

SCHM Holdings - Top 10

NameiWeightage (%)
RingCentral, Inc0.81%
West Pharmaceutical Services, Inc0.62%
DocuSign, Inc0.61%
Alnylam Pharmaceuticals, Inc0.60%
Domino's Pizza, Inc0.58%
Jack Henry & Associates, Inc0.57%
Old Dominion Freight Line, Inc0.56%
GoDaddy Inc0.54%
International Flavors & Fragrances Inc0.53%
Coupa Software Incorporated0.52%

SCHM Sectors/Industry Breakdown

Sectori% of market value
Technology20.33%
Industrials14.45%
Consumer Cyclicals14.40%
Healthcare12.97%
Financial Services11.71%
Real Estate9.85%
Utilities4.22%
Basic Materials3.90%
Communication Services3.53%
Consumer Defensive2.71%
Energy1.94%

SCHM Countries

Country% of market value
North America99%
United Kingdom0.50%
Asia Emerging0.20%
Europe Developed0.19%
Latin America0.12%

SCHM Summary Data

Fund Size(AUM) $i
Avg. mkt. cap (MM) $i
Morningstar Ratings 4i
Symbol SCHM
Exchange ARCX
ISIN US8085245087
Cat. Benchmark S&P 500 TR USD
Asset class Equity
Category Mid-Cap Blend
Country US

SCHM Portfolio Data & Volatility Analysis

Expense ratio 0.04i
Beta 1.23i
P/E ratio 18.39225i
Standard Deviation 21.46i

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

downloadProspectus
downloadFactsheet

About Schwab

With our purpose and values as our North Star, we've grown from a small discount brokerage to a leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., the #1 custodian for independent advisors, and a leader in asset management and retirement planning. Total clients asset under management - $3.72 trillion

SCHWAB MID-CAP ETF | SCHM