Morningstar

Schwab U.S. Mid-Cap ETF™ SCHM

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

Morningstar’s Analysis SCHM

Will SCHM outperform in the 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.

Cheap and broad exposure to mid-cap stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

Schwab U.S. Mid-Cap ETF offers inexpensive and diversified exposure to US mid-cap stocks, carving a durable advantage in this efficient market segment.

by Brendan McCann
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 5.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc Class A

0.73 107M
Technology

F5 Inc

0.53 78M
Technology

United Therapeutics Corp

0.52 76M
Healthcare

Guardant Health Inc

0.47 69M
Healthcare

Omnicom Group Inc

0.47 69M
Communication Services

Packaging Corp of America

0.45 66M
Consumer Cyclical

US Foods Holding Corp

0.45 66M
Consumer Defensive

Tenet Healthcare Corp

0.45 65M
Healthcare

XPO Inc

0.44 65M
Industrials

Permian Resources Corp Class A

0.44 65M
Energy

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