Schwab Mid Cap Etf Profile
| SCHM Etf | USD 30.69 0.07 0.23% |
PerformanceMild
| Odds Of DistressLow
|
Schwab Mid is selling at 30.69 as of the 24th of December 2025; that is 0.23 percent increase since the beginning of the trading day. The etf's lowest day price was 30.62. Schwab Mid has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat mild performance during the last 90 days. The performance scores are derived for the period starting the 25th of September 2025 and ending today, the 24th of December 2025. Click here to learn more.
The index includes the mid-cap portion of the Dow Jones U.S. Schwab US is traded on NYSEARCA Exchange in the United States. More on Schwab Mid Cap ETF
Moving together with Schwab Etf
| 0.87 | VO | Vanguard Mid Cap | PairCorr |
| 0.9 | VXF | Vanguard Extended Market | PairCorr |
| 0.99 | IJH | iShares Core SP | PairCorr |
| 0.96 | IWR | iShares Russell Mid | PairCorr |
| 0.99 | MDY | SPDR SP MIDCAP | PairCorr |
| 0.94 | FV | First Trust Dorsey | PairCorr |
Moving against Schwab Etf
Schwab Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Mid Cap ETFs, Size And Style ETFs, Mid-Cap Blend, Schwab ETFs (View all Sectors) |
| Issuer | Charles Schwab |
| Inception Date | 2011-01-12 |
| Benchmark | Dow Jones U.S. Mid-Cap Total Stock Market Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 12.59 Billion |
| Average Trading Volume | 1.3 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Mid Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Charles Schwab Investment Management, Inc. |
| Advisor | Charles Schwab Investment Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | SEI Investments Distribution Co. |
| Portfolio Manager | Christopher Bliss, Ferian Juwono, Sabya Sinha |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 511 |
| Market Maker | Jane Street |
| Total Expense | 0.04 |
| Management Fee | 0.04 |
| Country Name | USA |
| Returns Y T D | 11.57 |
| Name | Schwab U.S. Mid-Cap ETF |
| Currency Code | USD |
| Open Figi | BBG001CSJ5M6 |
| In Threey Volatility | 16.88 |
| 1y Volatility | 14.46 |
| 200 Day M A | 28.2148 |
| 50 Day M A | 29.6994 |
| Code | SCHM |
| Updated At | 23rd of December 2025 |
| Currency Name | US Dollar |
Schwab Mid Cap ETF [SCHM] is traded in USA and was established 2011-01-13. The fund is listed under Mid-Cap Blend category and is part of Schwab ETFs family. The entity is thematically classified as Mid Cap ETFs. Schwab Mid Cap at this time have 8.27 B in assets. , while the total return for the last 3 years was 13.8%.
Check Schwab Mid Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Mid Cap ETF Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Mid Cap ETF Etf Constituents
| CDW | CDW Corp | Stock | Information Technology | |
| HBAN | Huntington Bancshares Incorporated | Stock | Financials | |
| BURL | Burlington Stores | Stock | Consumer Discretionary | |
| ZBRA | Zebra Technologies | Stock | Information Technology | |
| GNRC | Generac Holdings | Stock | Industrials | |
| HUBS | HubSpot | Stock | Information Technology | |
| TRMB | Trimble | Stock | Information Technology | |
| WST | West Pharmaceutical Services | Stock | Health Care |
Schwab Mid Top Holders
| MOECX | Mainstay Growth Etf | Mutual Fund | Allocation--70% to 85% Equity | |
| MWFCX | Mainstay Equity Etf | Mutual Fund | Allocation--85%+ Equity | |
| MWFQX | Mainstay Equity Etf | Mutual Fund | Allocation--85%+ Equity | |
| MWFVX | Mainstay Equity Etf | Mutual Fund | Allocation--85%+ Equity | |
| MOEAX | Mainstay Growth Etf | Mutual Fund | Allocation--70% to 85% Equity | |
| MOEIX | Mainstay Growth Etf | Mutual Fund | Allocation--70% to 85% Equity | |
| MOERX | Mainstay Growth Etf | Mutual Fund | Allocation--70% to 85% Equity | |
| MWFIX | Mainstay Equity Etf | Mutual Fund | Allocation--85%+ Equity |
Schwab Mid Cap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab Mid. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.7711 | |||
| Semi Deviation | 1.01 | |||
| Standard Deviation | 0.9808 | |||
| Variance | 0.9619 |
Schwab Mid Cap Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Cosh Values Of Schwab Mid Price Series is a hyperbolic price transformation function.
Schwab Mid Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Mid Cap ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
The market value of Schwab Mid Cap is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab Mid's value that differs from its market value or its book value, called intrinsic value, which is Schwab Mid's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab Mid's market value can be influenced by many factors that don't directly affect Schwab Mid's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab Mid's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Mid is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Mid's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.