SCHWAB MID-CAP ETF | SCHM

Medium RiskEquity
Index : AMEX
Issued by: Schwab
Unit Price (NAV) :
$
Minimum investment: 3 units
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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.

Returns

PerformanceYTD1Y3Y5Y
SCHWAB MID-CAP ETF-5.91%-1.22%4.59%7.82%

Asset Class

Asset type breakdown
Stock US99.07%
Stock non-US0.83%
Cash0.10%

SCHM Holdings - Top 10

NameiWeightage (%)
DocuSign, Inc1.01%
Match Group Holdings II, LLC0.76%
RingCentral, Inc0.69%
Coupa Software Incorporated0.66%
West Pharmaceutical Services, Inc0.63%
Wayfair Inc0.60%
Old Dominion Freight Line, Inc0.60%
EPAM Systems, Inc0.58%
Tractor Supply Company0.54%
Varian Medical Systems, Inc0.51%

SCHM Sectors/Industry Breakdown

Sectori% of market value
Technology19.05%
Consumer Cyclicals14.81%
Industrials14.25%
Healthcare14.01%
Financial Services11.70%
Real Estate8.89%
Basic Materials4.34%
Consumer Defensive3.99%
Utilities3.86%
Communication Services3.27%
Energy1.83%

SCHM Countries

Country% of market value
North America99.17%
United Kingdom0.34%
Europe Developed0.20%
Asia Emerging0.20%
Latin America0.10%

Projected Returns

Investment ofper month
gives returns of :
at 7.82% / annum
$in 5 years
amount
for a time period of
time1Y3Y5Y
Returnsbased on historic returns of 7.82% per annum
$
$
$+ 7.82

SCHM Summary Data

Fund Size(AUM) $i
Avg. mkt. cap (MM) $i
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 1.19i
P/E ratio 19.51035i
Standard Deviation 22.13i

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

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