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Schwab US Mid-Cap ETF™ SCHM

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.

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.

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Portfolio Holdings SCHM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dell Technologies Inc Ordinary Shares - Class C

0.79 90.7 Mil
Technology

Vertiv Holdings Co Class A

0.68 77.2 Mil
Industrials

NetApp Inc

0.62 70.6 Mil
Technology

Vistra Corp

0.59 67.9 Mil
Utilities

Pinterest Inc Class A

0.58 66.6 Mil
Communication Services

Smurfit WestRock plc

0.58 66.0 Mil
Consumer Cyclical

Western Digital Corp

0.55 62.2 Mil
Technology

Deckers Outdoor Corp

0.54 61.8 Mil
Consumer Cyclical

Tyler Technologies Inc

0.53 60.6 Mil
Technology

Axon Enterprise Inc

0.52 58.9 Mil
Industrials