SCHM ETF Analysis: Schwab U.S. Mid-Cap | NYSE

Mid-Cap Blend | NYSE, USA | Market Cap: 14.389m USD | 12M Return: 23.8% | Charts, Fundamentals & Technical Analysis

Mid-Cap Stocks, U.S. Equities, Broad Market Exposure, Index Tracking
Total Rating 66
Safety 60
Buy Signal -0.05
Mid-Cap Blend
Category Rotation: -8.0
TER: 0.04%
AUM: 14.4B
Avg Turnover: 31.6M
Risk 3d forecast
Volatility16.3%
VaR 5th Pctl2.94%
VaR vs Median0.44%
Reward TTM
Sharpe Ratio1.12
Rel. Str. IBD58.7
Rel. Str. Peer Group65.9
Character TTM
Beta1.028
Beta Downside1.073
Hurst Exponent0.474
Drawdowns 3y
Max DD23.27%
CAGR/Max DD0.63
CAGR/Mean DD3.75

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +1.0% 27
Feb +0.7% 0
Mar -1.4% 24
Apr +0.1% 0
May -0.1% 13
Jun +0.5% 14
Jul +0.7% 32
Aug -1.3% 10
Sep -2.1% 39
Oct -0.6% 20
Nov +2.3% 45
Dec -0.7% 19

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

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, which includes the mid-cap segment of the broader Dow Jones U.S. Total Stock Market Index-specifically components ranked 501–1000 by full market capitalization. The index is float-adjusted and weighted by market capitalization, meaning it reflects shares actually available for public trading rather than total shares outstanding. The fund commits at least 90% of its net assets to securities held in the underlying index, a standard structure for passive index-tracking ETFs that allows limited tactical flexibility outside the benchmark.

As a mid-cap blend fund, SCHM provides exposure to U.S. companies in the middle tier of market capitalization, typically those that have moved beyond small-cap growth stages but remain below large-cap scale. Mid-cap ETFs generally serve as a complement to large- and small-cap allocations, offering a balance between growth potential and relative stability compared to smaller, more volatile companies.

Headlines to Watch Out For
  • Asset-based fee revenue expands on sustained mid-cap ETF inflows
  • Schwabs low expense ratio intensifies fee competition across the mid-cap category
  • Mid-cap performance tied to domestic earnings cycle and interest rate path
What is the price of SCHM shares?

As of July 23, 2026, the stock is trading at USD 35.29 with a total of 719,658 shares traded. Over the past week, the price has changed by -0.25%, over one month by -2.65%, over three months by +4.81% and over the past year by +23.84%.

Current recommended Stop Loss: 34.40 (which is 2.5% or 1.5 ATR below the current price).

Is SCHM a buy, sell or hold?

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