SCHM - ETF AI Analysis
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Schwab U.S. Mid-Cap ETF (SCHM)
SCHM, the Schwab U.S. Mid-Cap ETF, has a solid overall rating driven largely by strong holdings like United Therapeutics, which shows robust revenue growth, profitability, and a bullish trend, and TD SYNNEX, which adds diversified growth and solid financial performance. The fund’s rating is held back somewhat by weaker names such as MACOM Technology Solutions and Guardant Health, where valuation and financial stability concerns introduce more risk. The main risk factor is exposure to several companies with profitability or leverage challenges, which could increase volatility if market conditions worsen.
SCHM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 14.47B
- Region
- North America
- Expense Ratio
- 0.03%
- Beta
- 0.95
- Issuer
- Schwab
- Inception Date
- Jan 13, 2011
- Dividend Yield
- 1.30%
- Asset Class
- Equity
- Index Tracked
- Dow Jones US Total Stock Market Mid-Cap
SCHM Summary
SCHM, the Schwab U.S. Mid-Cap ETF, tracks the Dow Jones U.S. Mid-Cap Total Stock Market Index, focusing on medium‑sized U.S. companies across many industries like industrials, technology, and health care. It holds well-known names such as SanDisk and Twilio, giving investors a simple way to own a broad mix of mid-sized businesses in one fund. Someone might invest in SCHM to seek long-term growth and diversify beyond just large, well-known companies. A key risk is that mid-cap stocks can be more volatile than large caps, so the ETF’s value can rise and fall significantly with the stock market.
How much will it cost me?
The Schwab U.S. Mid-Cap ETF (SCHM) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because SCHM is passively managed, tracking an index rather than relying on active stock-picking strategies.
What would affect this ETF?
The Schwab U.S. Mid-Cap ETF (SCHM) could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which could impact financial and real estate sectors, or economic slowdowns that affect consumer spending and cyclical industries. Its focus on U.S. mid-cap companies provides growth opportunities but also exposes it to domestic economic and regulatory risks.
SCHM Top 10 Holdings
SCHM leans into a diverse mix of U.S. mid-caps, with tech and health names quietly steering the ship. Okta is one of the fund’s key engines, rising on enthusiasm around digital security, while Entegris and TD SYNNEX add a steady, if sometimes mixed, tech backbone. Guardant Health and Incyte give the ETF a more volatile healthcare edge, contributing upside but with some financial growing pains. Royal Gold, tied to the mining space, has been more of a stabilizer than a star, occasionally losing steam and modestly holding back momentum.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 OKTA | Okta | 0.65% | $93.98M | $33.20B | 117.24% | 75Outperform |
 FFIV | F5, Inc. | 0.52% | $75.63M | $25.53B | 49.82% | 74Outperform |
 UTHR | United Therapeutics | 0.48% | $69.04M | $23.30B | 25.34% | 79Outperform |
 ENTG | Entegris | 0.44% | $64.07M | $22.08B | 58.92% | 66Neutral |
 GH | Guardant Health | 0.44% | $64.33M | $21.19B | 141.19% | 61Neutral |
 THC | Tenet Healthcare | 0.45% | $64.98M | $21.45B | 33.19% | 74Outperform |
 OMC | Omnicom Group | 0.46% | $66.75M | $21.79B | 2.48% | 73Outperform |
 XPO | XPO | 0.46% | $66.00M | $21.70B | 42.65% | 70Outperform |
 USFD | US Foods Holding | 0.46% | $66.62M | $21.72B | 31.87% | 74Outperform |
 PTC | PTC | 0.44% | $63.26M | $20.97B | -4.83% | 73Outperform |
SCHM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHM, the sentiment is Negative. The current price of 34.16 is below the 20-day moving average (MA) of 34.45, below the 50-day MA of 35.09, and above the 200-day MA of 33.76, indicating a neutral trend. The MACD of -0.19 indicates Negative momentum. The RSI at 42.64 is Neutral, neither overbought nor oversold. The STOCH value of 37.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SCHM.
SCHM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SCHM | $34.16 | $38.00(11.24% Upside) | $14.47B | 0.03% | 68Neutral |
 IJH | $72.38 | $91.18(25.97% Upside) | $121.26B | 0.05% | 73Outperform |
 VO | $80.09 | $96.51(20.50% Upside) | $106.36B | 0.03% | 69Neutral |
 IWR | $108.33 | $132.28(22.11% Upside) | $56.35B | 0.18% | 68Neutral |
 MDY | $660.40 | $831.23(25.87% Upside) | $25.58B | 0.23% | 70Outperform |
 SPMD | $63.42 | $79.36(25.13% Upside) | $18.41B | 0.03% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SCHM | Schwab U.S. Mid-Cap ETF | 34.16 | 4.64 | 15.73% | |
| IJH | iShares Core S&P Mid-Cap ETF | 72.38 | 7.70 | 11.91% | |
| VO | Vanguard Mid-Cap ETF | 80.09 | 7.77 | 10.74% | |
| IWR | iShares Russell Midcap ETF | 108.33 | 12.72 | 13.31% | |
| MDY | SPDR S&P Midcap 400 ETF Trust | 660.40 | 68.86 | 11.64% | |
| SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 63.42 | 6.79 | 11.98% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.