(SCHM) Schwab U.S. Mid-Cap - Overview

ETF Category: Mid-Cap Blend | Exchange: NYSE (USA) | Market Cap: 14.583m USD | Total Return: 29.7% in 12m

Mid-Cap Stocks, Equity Securities, Index Tracking
Total Rating 61
Safety 51
Buy Signal -0.32
Mid-Cap Blend
Category Rotation: +0.6
TER: 0.04%
AUM: 14.6B
Avg Turnover: 31.6M
Risk 3d forecast
Volatility19.3%
VaR 5th Pctl3.50%
VaR vs Median0.49%
Reward TTM
Sharpe Ratio1.46
Rel. Str. IBD66.9
Rel. Str. Peer Group70.3
Character TTM
Beta1.014
Beta Downside1.080
Hurst Exponent0.487
Drawdowns 3y
Max DD23.27%
CAGR/Max DD0.72
CAGR/Mean DD4.37

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: SCHM Schwab U.S. Mid-Cap

The Schwab U.S. Mid-Cap ETF (SCHM) tracks the Dow Jones U.S. Mid-Cap Total Stock Market Index, specifically targeting the 501st through 1,000th largest U.S. companies by market capitalization. The fund employs a float-adjusted, market-cap-weighted strategy, ensuring that the portfolio reflects the shares currently available to the public rather than total shares outstanding. Under its mandate, the fund maintains at least 90% of its net assets in these underlying index securities.

Mid-cap stocks often represent companies in a transition phase, having moved beyond the high-volatility startup stage but still possessing greater growth potential than mature large-cap entities. This segment frequently provides a balance between the established cash flows of blue-chip stocks and the capital appreciation opportunities found in smaller firms. For deeper insights into these valuation metrics, consider reviewing the detailed analytics on ValueRay.

Headlines to Watch Out For
  • Interest rate volatility impacts mid-cap borrowing costs and growth valuations
  • U.S. domestic economic expansion drives mid-cap corporate earnings growth
  • Market capitalization shifts within Dow Jones U.S. Total Stock Market Index
  • Low expense ratio maintains competitive edge against mid-cap peer funds
What is the price of SCHM shares?

As of June 06, 2026, the stock is trading at USD 34.83 with a total of 728,536 shares traded.
Over the past week, the price has changed by -1.42%, over one month by +1.16%, over three months by +8.80% and over the past year by +29.71%.

Is SCHM a buy, sell or hold?

Schwab U.S. Mid-Cap has no consensus analysts rating.