SCHM - ETF AI Analysis
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Schwab U.S. Mid-Cap ETF (SCHM)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, indicating solid recent results for investors.
Broad Sector Diversification
Holdings spread across many sectors like industrials, technology, health care, and financials help reduce the impact if any one industry struggles.
Very Low Expense Ratio
The fund’s low ongoing fee means more of the ETF’s returns stay in investors’ pockets compared with higher-cost alternatives.
Negative Factors
Recent Short-Term Weakness
The ETF has slipped over the past month, showing that its performance can be bumpy over shorter time periods.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. economy.
Top Holdings Tilted to Technology and Industrials
A meaningful share of the portfolio is in technology and industrial names, which can make the fund more sensitive if those areas fall out of favor.
SCHM vs. SPDR S&P 500 ETF (SPY)
AUM15.15B
RegionNorth America
Expense Ratio0.03%
Beta0.96
IssuerSchwab
Inception DateJan 13, 2011
Dividend Yield1.23%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Mid-Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume804,193
30 Day Avg. Volume909,099
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
42.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering493
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHM Summary
SCHM, the Schwab U.S. Mid-Cap ETF, tracks the Dow Jones U.S. Mid-Cap Total Stock Market Index, focusing on medium‑sized U.S. companies across many industries like industrials, technology, and health care. It holds well-known names such as SanDisk and Twilio, giving investors a simple way to own a broad mix of mid-sized businesses in one fund. Someone might invest in SCHM to seek long-term growth and diversify 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 rise and fall significantly with the stock 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 leans into U.S. mid-cap innovators, with SanDisk acting as a key engine for returns thanks to its rising year-to-date trend, even after some recent stumbles. Around it, optical and communications names like Lumentum, Coherent, and Ciena have been more mixed to lagging, dampening momentum in the tech sleeve. Bloom Energy adds a volatile clean-tech flavor, rising over the year but choppy in the short term. Overall, the fund is firmly U.S.-focused and tilted toward industrials and mid-cap tech, making performance highly sensitive to these cyclical growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 4.40% | $662.76M | $229.71B | 3433.49% | 55 Neutral | |
| Lumentum Holdings | 1.24% | $187.03M | $74.24B | 648.77% | 61 Neutral | |
| Coherent Corp | 1.10% | $165.03M | $56.30B | 234.91% | 66 Neutral | |
| Ciena | 1.05% | $157.85M | $56.55B | 349.27% | 70 Outperform | |
| Bloom Energy | 1.00% | $150.57M | $60.86B | 360.92% | 62 Neutral | |
| Flex | 0.81% | $121.70M | $41.75B | 123.27% | 74 Outperform | |
| Revolution Medicines | 0.79% | $118.82M | $46.01B | 493.64% | 52 Neutral | |
| Twilio | 0.64% | $96.97M | $34.07B | 117.65% | 70 Neutral | |
| Steel Dynamics | 0.62% | $93.22M | $33.11B | 74.14% | 76 Outperform | |
| Casey's General | 0.58% | $86.99M | $30.94B | 62.87% | 68 Neutral |
SCHM Technical Analysis
Positive
―
Price Trends
35.70
Positive
34.71
Positive
32.78
Positive
Market Momentum
0.25
Negative
51.33
Neutral
25.59
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 35.69, equal to the 50-day MA of 35.70, and equal to the 200-day MA of 32.78, indicating a bullish trend. The MACD of 0.25 indicates Negative momentum. The RSI at 51.33 is Neutral, neither overbought nor oversold. The STOCH value of 25.59 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
36.16
6.99
23.96%
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.
DisclaimerThis 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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