Key stats
About Schwab U.S. Mid-Cap ETF
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Inception date
Jan 13, 2011
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Charles Schwab Investment Management, Inc.
Distributor
SEI Investments Distribution Co.
ISIN
US8085245087
SCHM's selection universe almost completely excludes small- and large-cap stocks, as it focuses exclusively on tracking the Dow Jones U.S. Mid-Cap Total Stock Market Index. The index includes 500 mid-cap stocks ranked between 501 to 1,000 by market capitalization in the Dow Jones U.S. Total Stock Market Index. Components are float-adjusted market-cap weighted in the fund. The fund is simple and aims to serve as a part of the core holdings in an investors overall investment portfolio. The Issuer also has a policy of turning over 100% of net security lending revenues to investors. The index is reviewed and reconstituted annually in September, with rebalancing done every quarter.
Related funds
Classification
What's in the fund
Exposure type
Finance
Technology Services
Producer Manufacturing
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
SCHM trades at 29.55 USD today, its price has fallen −0.80% in the past 24 hours. Track more dynamics on SCHM price chart.
SCHM net asset value is 29.90 today — it's risen 0.36% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
SCHM assets under management is 12.28 B USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
SCHM price has risen by 0.54% over the last month, and its yearly performance shows a 6.42% increase. See more dynamics on SCHM price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 0.36% over the last month, showed a 7.72% increase in three-month performance and has increased by 8.81% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 0.36% over the last month, showed a 7.72% increase in three-month performance and has increased by 8.81% in a year.
SCHM fund flows account for −403.81 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
SCHM invests in stocks. See more details in our Analysis section.
SCHM expense ratio is 0.04%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, SCHM isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, SCHM technical analysis shows the neutral rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SCHM shows the buy signal. See more of SCHM technicals for a more comprehensive analysis.
Today, SCHM technical analysis shows the neutral rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SCHM shows the buy signal. See more of SCHM technicals for a more comprehensive analysis.
Yes, SCHM pays dividends to its holders with the dividend yield of 1.35%.
SCHM shares are issued by The Charles Schwab Corp.
SCHM follows the Dow Jones US Total Stock Market Mid-Cap. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jan 13, 2011.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.