(SCHM) Schwab U.S. Mid-Cap - Ratings and Ratios

The Schwab U.S. Mid-Cap ETF (SCHM) tracks the Dow Jones U.S. Mid-Cap Total Stock Market Index, which includes companies ranked 501-1000 by full market capitalization. This index represents the mid-cap segment of the U.S. equity market, focusing on established companies with market capitalizations typically ranging from several billion to tens of billions of dollars. The fund employs a float-adjusted, market-capitalization-weighted approach, meaning larger companies within the mid-cap range have a greater influence on the index. SCHM invests at least 90% of its net assets in securities included in the index, ensuring high tracking accuracy. The ETF is designed to provide broad exposure to the mid-cap market segment, offering diversification and access to companies in various industries.

As of the latest data, SCHM has an AUM of $10.90 billion, indicating significant investor interest and liquidity. The funds average 20-day volume is approximately 1.7 million shares, reflecting moderate trading activity. From a technical perspective, the ETF is currently trading at $24.90, slightly below its 20-day SMA of $24.94 but notably below its 50-day SMA of $26.35 and 200-day SMA of $27.21. This suggests a recent downtrend. The ATR of 0.84 indicates moderate volatility. Over the next three months, technical indicators point to potential consolidation, as the ETF is trading below key moving averages. However, the strong AUM and established track record suggest stability. Fundamentally, mid-caps are poised to benefit from economic recovery trends, as these companies often have more growth potential than large-caps while being less volatile than small-caps. This positions SCHM for potential upside as market conditions stabilize.