Schwab Mid-Cap ETF | SCHM

Medium RiskEquity
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.

Returns

PerformanceYTD1Y3Y5Y10Y
Schwab Mid-Cap ETF5.59%19.18%10.85%16.72%12.88%

Asset Class

Asset type breakdown
Stock US99.40%
Stock non-US0.59%
Cash0.01%

SCHM Holdings - Top 10

NameiWeightage (%)
Plug Power Inc0.70%
Enphase Energy, Inc0.67%
Slack Technologies, Inc0.52%
MongoDB, Inc0.48%
Insulet Corporation0.48%
Albemarle Corporation0.47%
United Rentals, Inc0.47%
The AES Corporation0.45%
Trimble Inc0.44%
Zendesk, Inc0.43%

SCHM Sectors/Industry Breakdown

Sectori% of market value
Technology20.68%
Industrials14.60%
Consumer Cyclicals14.45%
Healthcare13.27%
Financial Services11.91%
Real Estate8.39%
Basic Materials4.39%
Consumer Defensive3.74%
Communication Services3.24%
Utilities3.17%
Energy2.15%

SCHM Countries

Country% of market value
North America99.41%
Asia Emerging0.18%
Europe Developed0.17%
Latin America0.13%
United Kingdom0.10%

Projected Returns

Investment ofper month
gives returns of :
at 9.57% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 9.57% per annum
$
$
$+ 9.57

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 1.2i
P/E ratio 18.80098i
Standard Deviation 23.78i

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