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

ETF Category: Mid-Cap Blend | Exchange: NYSE ARCA (USA) | Market Cap: 14.199m USD | Total Return: 31.1% in 12m

Mid-Cap Stocks, Equity Securities, Index Funds
Total Rating 57
Safety 59
Buy Signal 0.02
Mid-Cap Blend
Category Rotation: +1.5
TER: 0.04%
AUM: 14.2B
Avg Turnover: 35.6M
Risk 3d forecast
Volatility16.6%
VaR 5th Pctl2.99%
VaR vs Median0.43%
Reward TTM
Sharpe Ratio1.49
Rel. Str. IBD65
Rel. Str. Peer Group70.5
Character TTM
Beta1.001
Beta Downside1.079
Hurst Exponent0.470
Drawdowns 3y
Max DD23.27%
CAGR/Max DD0.79
CAGR/Mean DD4.74

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 companies ranked 501 through 1,000 by market capitalization. The fund utilizes a float-adjusted market capitalization weighting methodology and maintains a policy of investing at least 90% of its net assets in its underlying index components.

Mid-cap companies typically represent a transitional phase in the business lifecycle, offering a balance between the established cash flows of large-cap firms and the higher growth potential associated with small-cap stocks. This segment often includes regional banks, industrial suppliers, and specialized technology firms that have scaled beyond the initial startup phase but have not yet achieved mega-cap status.

Analyzing individual holdings within this index on ValueRay can provide deeper insights into specific valuation metrics.

By focusing on the middle tier of the Dow Jones U.S. Total Stock Market Index, SCHM provides diversified exposure to the belly of the American economy. The float-adjusted weighting ensures that the fund reflects only the shares actively available for public trading, excluding locked-in or closely held positions that could distort liquidity.

Headlines to Watch Out For
  • Interest rate volatility impacts borrowing costs and growth for mid-sized constituent companies
  • Domestic economic expansion drives earnings growth for mid-cap industrial and financial holdings
  • Institutional capital rotation from mega-cap to mid-cap equities influences fund inflows
  • Investor sentiment regarding U.S. consumer spending affects retail and discretionary components
  • Low expense ratio maintains competitive advantage for passive asset management inflows
What is the price of SCHM shares?

As of May 24, 2026, the stock is trading at USD 34.56 with a total of 1,981,345 shares traded.
Over the past week, the price has changed by +2.30%, over one month by +2.84%, over three months by +7.12% and over the past year by +31.12%.

Is SCHM a buy, sell or hold?

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