Schwab U.S. Mid-Cap ETF SCHM

Morningstar Medalist Rating

Morningstar’s Analysis SCHM

Will SCHM outperform in the future?

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

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.

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Portfolio Holdings SCHM

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings4.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc Class A

0.6192M
Technology

United Therapeutics Corp

0.5178M
Healthcare

Omnicom Group Inc

0.4974M
Communication Services

Viatris Inc

0.4874M
Healthcare

US Foods Holding Corp

0.4872M
Consumer Defensive

Tenet Healthcare Corp

0.4772M
Healthcare

Entegris Inc

0.4772M
Technology

Royal Gold Inc

0.4669M
Basic Materials

Packaging Corp of America

0.4568M
Consumer Cyclical

XPO Inc

0.4467M
Industrials

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