Education
About Us
Working with TipRanks
Follow Us
SCHM - ETF AI Analysis
Top Page
Schwab U.S. Mid-Cap ETF (SCHM)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum for mid-cap stocks in the portfolio.
Very Low Expense Ratio
The fund charges a low fee, which helps investors keep more of their returns over time compared with many other ETFs.
Broad Sector Diversification
Holdings are spread across many sectors, with meaningful exposure to industrials, technology, financials, health care, and consumer-related companies, helping reduce reliance on any single industry.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification outside the United States.
Mixed Performance Among Top Holdings
While several top positions have delivered strong gains, a few key holdings have been weak, which can create uneven performance within the portfolio.
Exposure to Cyclical Sectors
Significant weight in economically sensitive areas like industrials and consumer cyclical stocks may make the ETF more vulnerable during economic slowdowns.
SCHM vs. SPDR S&P 500 ETF (SPY)
AUM13.31B
RegionNorth America
Expense Ratio0.04%
Beta0.97
IssuerSchwab
Inception DateJan 13, 2011
Dividend Yield1.4%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Mid-Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,592,918
30 Day Avg. Volume1,407,471
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
37.45Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering496
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHM Summary
The Schwab U.S. Mid-Cap ETF (SCHM) tracks the Dow Jones U.S. Mid-Cap Total Stock Market Index, focusing on medium‑sized U.S. companies that are bigger than small caps but smaller than the largest blue chips. It spreads your money across many sectors like industrials, technology, and health care, with holdings such as SanDisk and Omnicom Group. Investors might consider SCHM to seek long-term growth and add diversification beyond just large, well-known companies. A key risk is that mid-cap stocks can be more volatile than large caps, so the ETF’s value can go up and down with the market.
How much will it cost me?The Schwab U.S. Mid-Cap ETF (SCHM) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because SCHM is passively managed, tracking an index rather than relying on active stock-picking strategies.
What would affect this ETF?The Schwab U.S. Mid-Cap ETF (SCHM) could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which could impact financial and real estate sectors, or economic slowdowns that affect consumer spending and cyclical industries. Its focus on U.S. mid-cap companies provides growth opportunities but also exposes it to domestic economic and regulatory risks.
SCHM Top 10 Holdings
SCHM’s story right now is all about U.S. mid-cap innovators, with a clear tilt toward tech and industrial names. SanDisk, Lumentum, and Ciena have been doing the heavy lifting, riding strong demand for data, cloud, and communications gear. Coherent and Bloom Energy add more growth flavor, though their rich valuations mean they can wobble when sentiment cools. On the steadier side, Texas Pacific Land and Steel Dynamics help anchor returns. Overall, performance is being driven by a U.S.-only, tech-leaning mid-cap core rather than a few mega-stars.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 1.70% | $225.79M | $77.83B | 933.98% | 55 Neutral | |
| Lumentum Holdings | 0.94% | $124.81M | $39.87B | 799.11% | 61 Neutral | |
| Ciena | 0.86% | $114.18M | $41.60B | 326.77% | 70 Outperform | |
| Coherent Corp | 0.81% | $107.93M | $44.19B | 254.25% | 66 Neutral | |
| Bloom Energy | 0.71% | $94.16M | $37.93B | 485.74% | 62 Neutral | |
| Tapestry | 0.62% | $82.82M | $29.19B | 92.40% | 69 Neutral | |
| Texas Pacific Land | 0.62% | $81.96M | $36.20B | 14.57% | 76 Outperform | |
| FTAI Aviation | 0.57% | $75.87M | $26.70B | 149.81% | 58 Neutral | |
| Omnicom Group | 0.55% | $73.14M | $26.36B | -0.08% | 73 Outperform | |
| Steel Dynamics | 0.53% | $70.54M | $26.31B | 45.25% | 76 Outperform |
SCHM Technical Analysis
Neutral
―
Price Trends
31.95
Negative
30.79
Positive
29.61
Positive
Market Momentum
0.08
Positive
37.32
Neutral
30.57
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 32.63, equal to the 50-day MA of 31.95, and equal to the 200-day MA of 29.61, indicating a neutral trend. The MACD of 0.08 indicates Positive momentum. The RSI at 37.32 is Neutral, neither overbought nor oversold. The STOCH value of 30.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SCHM.
SCHM Peer Comparison
Comparison Results
Performance Comparison
SCHM
Schwab U.S. Mid-Cap ETF
31.39
5.57
21.57%
IJH
iShares Core S&P Mid-Cap ETF
―
―
―
VO
Vanguard Mid-Cap ETF
―
―
―
IWR
iShares Russell Midcap ETF
―
―
―
MDY
SPDR S&P Midcap 400 ETF Trust
―
―
―
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents