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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 500
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 4.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.48
44,814,664
Healthcare
0.48
44,682,148
Industrials
0.47
43,755,743
Financial Services
0.47
43,744,350
Energy
0.46
43,674,674
Basic Materials
0.46
43,658,462
Financial Services
0.46
43,503,782
Consumer Defensive
0.46
43,355,649
Technology
0.46
43,052,990
Financial Services