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SCHM - ETF AI Analysis
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Schwab U.S. Mid-Cap ETF (SCHM)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid year-to-date returns, indicating strong overall momentum.
Low Expense Ratio
With a very low expense ratio, this ETF minimizes costs and allows investors to keep more of their returns.
Broad Sector Diversification
The fund is spread across multiple sectors, reducing the risk of being overly reliant on any single industry.
Negative Factors
High U.S. Concentration
The ETF is heavily focused on U.S. companies, offering limited exposure to international markets.
Underperforming Top Holdings
Several top holdings have shown weak year-to-date performance, which could drag on overall returns.
Small Individual Holdings
The top holdings each make up a small percentage of the portfolio, which may dilute the impact of strong performers.
SCHM vs. SPDR S&P 500 ETF (SPY)
AUM12.30B
RegionNorth America
Expense Ratio0.04%
Beta0.97
IssuerSchwab
Inception DateJan 13, 2011
Dividend Yield1.41%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Mid-Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume997,332
30 Day Avg. Volume1,125,453
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
34.53Price 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) is an investment fund that focuses on mid-sized companies in the U.S., offering a balance between growth potential and stability. It follows the Dow Jones U.S. Mid-Cap Total Stock Market Index and includes companies like Tapestry and Ciena. This ETF is a great option for investors looking to diversify their portfolio across various industries, such as technology, healthcare, and industrials, while targeting mid-cap businesses that often have room to grow. However, new investors should know that the value of this ETF can go up and down with the overall stock market, as it is tied to mid-cap company performance.
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
The Schwab U.S. Mid-Cap ETF (SCHM) is leaning heavily on industrials and technology, which together make up over a third of its portfolio. SanDisk is a standout performer, riding a wave of strong earnings and steady growth, while Bloom Energy has shown promise but struggles with valuation and leverage concerns. On the flip side, Flex and Tapestry are holding the fund back, with bearish trends and profitability challenges dampening their outlook. With its U.S.-focused exposure and diverse sector mix, SCHM offers a balanced approach to mid-cap investing, though some holdings are clearly pulling more weight than others.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 0.67% | $82.54M | $33.04B | ― | 55 Neutral | |
| Ciena | 0.65% | $79.83M | $30.04B | 202.41% | 74 Outperform | |
| Coherent Corp | 0.62% | $76.57M | $29.21B | 92.33% | 66 Neutral | |
| Flex | 0.55% | $67.19M | $24.98B | 80.60% | 74 Outperform | |
| Tapestry | 0.53% | $64.69M | $24.00B | 92.56% | 69 Neutral | |
| Bloom Energy | 0.52% | $63.79M | $26.44B | 366.30% | 62 Neutral | |
| Lumentum Holdings | 0.52% | $63.39M | $24.29B | 314.32% | 61 Neutral | |
| Omnicom Group | 0.50% | $62.00M | $23.21B | -20.79% | 73 Outperform | |
| Steel Dynamics | 0.50% | $60.93M | $24.26B | 22.28% | 76 Outperform | |
| United Therapeutics | 0.47% | $57.53M | $20.65B | 31.50% | 79 Outperform |
SCHM Technical Analysis
Positive
―
Price Trends
29.62
Positive
29.37
Positive
27.96
Positive
Market Momentum
0.21
Negative
57.69
Neutral
73.01
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.55, equal to the 50-day MA of 29.62, and equal to the 200-day MA of 27.96, indicating a bullish trend. The MACD of 0.21 indicates Negative momentum. The RSI at 57.69 is Neutral, neither overbought nor oversold. The STOCH value of 73.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHM.
SCHM Peer Comparison
Comparison Results
Performance Comparison
SCHM
Schwab U.S. Mid-Cap ETF
30.13
1.14
3.93%
IJH
iShares Core S&P Mid-Cap ETF
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VO
Vanguard Mid-Cap ETF
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IWR
iShares Russell Midcap ETF
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MDY
SPDR S&P Midcap 400 ETF Trust
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SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
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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: ―
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