Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
Schwab U.S. Mid-Cap ETF (SCHM)SCHM
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/16/2024: SCHM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -7.63% | Upturn Advisory Performance  3 | Avg. Invested days: 35 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/16/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -7.63% | Avg. Invested days: 35 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/16/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 320270 | Beta 1.04 |
52 Weeks Range 62.16 - 82.98 | Updated Date 09/19/2024 |
52 Weeks Range 62.16 - 82.98 | Updated Date 09/19/2024 |
AI Summarization
ETF Schwab U.S. Mid-Cap ETF (SCHM) Overview:
Profile:
- Focus: Invests in US mid-cap companies (market capitalization between $2 billion and $10 billion).
- Asset Allocation: Primarily holds stocks of mid-cap companies across various sectors.
- Investment Strategy: Passively tracks the performance of the Dow Jones US Mid-Cap Index.
Objective:
- To provide investors with broad exposure to the US mid-cap market and track the performance of the Dow Jones US Mid-Cap Index.
Issuer:
- Company: Charles Schwab Investment Management, Inc.
- Reputation and Reliability: Highly reputable and reliable firm with a long history in the financial industry.
- Management: Experienced and qualified investment professionals manage the ETF.
Market Share:
- Holds a significant market share in the mid-cap ETF space.
Total Net Assets:
- Approximately $42.97 billion as of October 26, 2023.
Moat:
- Low expense ratio compared to many other mid-cap ETFs.
- Strong track record of performance.
- Large and diversified portfolio providing broad market exposure.
Financial Performance:
- Outperformed the Dow Jones US Mid-Cap Index in recent years.
- Achieved a 10.67% annualized return over the past 5 years (as of October 26, 2023).
Growth Trajectory:
- The mid-cap market is expected to continue growing in the coming years.
Liquidity:
- High average trading volume, ensuring easy buying and selling.
- Tight bid-ask spread, minimizing trading costs.
Market Dynamics:
- Interest rate hikes and economic uncertainty may impact mid-cap companies.
- Sector performance and market volatility can affect the ETF's returns.
Competitors:
- iShares Core S&P Mid-Cap ETF (IJH)
- Vanguard Mid-Cap ETF (VO)
- SPDR S&P MidCap 400 ETF (MDY)
Expense Ratio:
- 0.04%, one of the lowest in the mid-cap ETF category.
Investment Approach and Strategy:
- Passively tracks the Dow Jones US Mid-Cap Index.
- Invests in a diversified portfolio of mid-cap stocks across various sectors.
Key Points:
- Low-cost way to gain broad exposure to the US mid-cap market.
- Strong track record of performance.
- Highly liquid and easy to trade.
Risks:
- Market volatility can lead to fluctuations in the ETF's value.
- Mid-cap companies are generally more volatile than large-cap companies.
- Specific sector performance can impact the ETF's returns.
Who Should Consider Investing:
- Investors seeking cost-effective exposure to the US mid-cap market.
- Investors with a long-term investment horizon.
- Investors comfortable with moderate risk.
Fundamental Rating Based on AI:
7.5/10
SCHM displays strong fundamentals, supported by its low expense ratio, diversified portfolio, and historical performance. However, the mid-cap market's inherent volatility and sensitivity to economic factors contribute to the slightly lower rating.
Resources and Disclaimers:
- Information gathered from Charles Schwab & Co., Inc. website and ETF.com.
- This analysis is for informational purposes only and should not be considered financial advice. Please consult a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab U.S. Mid-Cap ETF
The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. The fund will invest at least 90% of its net assets in securities that are included in the index.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.