SCHWAB MID-CAP ETF | SCHM

Medium RiskEquityMorning Star4 / 5
SCHWAB MID-CAP ETF
Issued by:Schwab
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 3 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 ChartsLifetime20.97%
SCHM Performance1Y3Y5Y
This ETF-3.75%5.74%6.75%

Projected Returns

Investment ofper month
gives returns of :
at 6.75% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returns % (CAGR)based on historic returns of 6.75% per annum
$
$
$+ 6.75%

Asset Class

Asset type breakdown
Stock US99.02%
Stock non-US0.93%
Cash0.04%

SCHM Holdings - Top 10

NameiWeightage (%)
DocuSign, Inc0.88%
IAC/InterActiveCorp0.72%
RingCentral, Inc0.70%
Coupa Software Incorporated0.68%
Alnylam Pharmaceuticals, Inc0.61%
West Pharmaceutical Services, Inc0.59%
Old Dominion Freight Line, Inc0.58%
Tractor Supply Company0.56%
Domino's Pizza, Inc0.54%
Teladoc Health, Inc0.54%

SCHM Sectors/Industry Breakdown

Sectori% of market value
Technology20.91%
Consumer Cyclicals14.36%
Industrials14.21%
Healthcare12.82%
Financial Services11.26%
Real Estate9.83%
Communication Services4.12%
Utilities4.05%
Basic Materials3.89%
Consumer Defensive2.72%
Energy1.83%

SCHM Countries

Country% of market value
North America99.07%
United Kingdom0.45%
Asia Emerging0.20%
Europe Developed0.17%
Latin America0.11%

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 1.24i
P/E ratio 21.4722i
Standard Deviation 22i

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