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Schwab US Mid-Cap ETF™ SCHM

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHM

Will SCHM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCHM’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well-diversified and cheap.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Schwab U.S. Mid-Cap ETF effectively combines a broadly diversified portfolio of U.S. mid-cap stocks with low turnover and a minuscule price, providing it with a durable edge over its category peers.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings SCHM

More SCHM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dell Technologies Inc Ordinary Shares - Class C

1.16 129.4 Mil
Technology

Vertiv Holdings Co Class A

0.88 98.0 Mil
Industrials

Vistra Corp

0.85 94.2 Mil
Utilities

Deckers Outdoor Corp

0.67 74.0 Mil
Consumer Cyclical

Western Digital Corp

0.61 67.9 Mil
Technology

Pinterest Inc Class A

0.61 67.8 Mil
Communication Services

NetApp Inc

0.59 65.5 Mil
Technology

PTC Inc

0.52 57.4 Mil
Technology

Hubbell Inc

0.51 56.5 Mil
Industrials

Carlisle Companies Inc

0.49 54.4 Mil
Industrials