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.
Investment ofper month
gives returns of :
at 3.95% / annum
$in 5 years
for a time period of
Returns % (CAGR)based on historic returns of 3.95% per annum
Asset type breakdown
SCHM Holdings - Top 10
West Pharmaceutical Services, Inc
Alnylam Pharmaceuticals, Inc
Domino's Pizza, Inc
Jack Henry & Associates, Inc
Old Dominion Freight Line, Inc
International Flavors & Fragrances Inc
Coupa Software Incorporated
SCHM Sectors/Industry Breakdown
% of market value
% of market value
SCHM Summary Data
Avg. mkt. cap (MM)
S&P 500 TR USD
SCHM Portfolio Data & Volatility Analysis
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
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
We are licensed in Singapore, Hong Kong, and India. Kristal Advisors (SG) Pte. Ltd. (CMS100614-4) presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd. (BHZ135) is licensed and regulated by the Securities and Futures Commission to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. (INA100006852) presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India. Kristal, its affiliates and/or its employees may hold positions in the assets discussed herein.
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