Summary
SCHM Chart
SCHM: A Low-Cost Core ETF For A Potential Market Shift
Schwab U.S. Mid-Cap ETF is rated BUY for its low-cost, diversified exposure to overlooked U.S. mid-cap equities. SCHM's 0.03% expense ratio, 500-stock portfolio, and strong recent outperformance versus peers position it as a core mid-cap allocation. I see SCHM benefiting from a potential broadening of market leadership, as mega-cap concentration risk rises and mid-caps offer catch-up potential.
Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the Schwab U.S. Mid-Cap ETF (SCHM), a passively managed exchange traded fund launched on January 13, 2011.
Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the Schwab U.S. Mid-Cap ETF (SCHM), a passively managed exchange traded fund launched on January 13, 2011.
Schwab U.S. Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 18,533 | $476,918.81 | $653,936.9 | $177,018.09 | 37.12% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 262 | $5,740.2 | $9,244.67 | $3,504.47 | 61.05% |
| CE Curtis Ellergodt Rothschild Investment LLC | 787 | $20,453.68 | $27,769.29 | $7,315.61 | 35.77% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 3,815 | $107,981.12 | $134,974.7 | $26,993.58 | 25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 50,266 | $1.35M | $1.76M | $412,024.24 | 30.48% |
Schwab U.S. Mid-Cap ETF (SCHM) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Schwab U.S. Mid-Cap ETF ever had a stock split?
Schwab U.S. Mid-Cap ETF Profile
| ARCA Exchange | US Country |
Overview
The mentioned company is focused on providing investors access to the mid-cap segment of the U.S. equity market, as defined by the Dow Jones U.S. Total Stock Market Index. It specifically targets the portion of the market indexed as 501-1000 based on full market capitalization, offering a comprehensive representation of the mid-cap domain available for investment. The company's strategy emphasizes a float-adjusted market capitalization weighted approach to its investments. This methodology ensures that the portfolio reflects the real investable landscape of the U.S. mid-cap equity market. The firm commits to investing at least 90% of its net assets in securities that are constituents of the Dow Jones U.S. Mid-Cap Total Stock Market Index, ensuring a high degree of fidelity to its benchmark.
Products and Services
- Mid-Cap Market Index Investment
This product offers clients exposure to the mid-cap segment of the U.S. stock market. By focusing on companies ranked 501-1000 by full market capitalization within the Dow Jones U.S. Total Stock Market Index, investors gain access to a diversified portfolio of mid-sized U.S. companies. This strategy is designed for investors seeking a balance between the growth potential of small-cap investments and the stability of large-cap companies.
- Float-Adjusted Market Capitalization Weighted Portfolio
The company manages its investments using a float-adjusted market capitalization approach. This means the portfolio's composition mirrors the market value of the freely available shares of the companies within the mid-cap index. This approach adjusts for the reality of the market, ensuring that the investment reflects only the securities that are actually available and investable for the public. It offers a more accurate market representation, potentially leading to more stable returns over time.
