SCHM
US Mid CapSchwab U.S. Mid-Cap ETF
Schwab · Tracks Dow Jones U.S. Mid-Cap Total Stock Market Index · Inception Jan 13, 2011
Trailing returns
through Nov 10, 2026- 1 year
- +18.8%
- 3 year
- +16.7%
- annualized
- 5 year
- +8.1%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.030% expense ratio.
Based on $14.82B in net assets.
Top-10 holdings represent 12.4% of net assets.
US Mid Cap base · ETF wrapper · 1.26% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through SCHM, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare SCHM's fee against another fund
Compounds the 0.030% expense ratio against a peer over decades.
Tool · Overlap
Compare SCHM's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Mid Cap funds.
Tool · TLH
Find a tax-loss harvesting partner for SCHM
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for SCHM across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Sandisk Corp | 4.32% |
| 2 | Lumentum Holdings Inc | 1.32% |
| 3 | Coherent Corp | 1.01% |
| 4 | Ciena Corp | 1.01% |
| 5 | Bloom Energy Corp | 1.00% |
| 6 | Moderna Inc | 0.92% |
| 7 | Revolution Medicines Inc | 0.76% |
| 8 | Flex Ltd | 0.75% |
| 9 | Twilio Inc | 0.67% |
| 10 | Steel Dynamics Inc | 0.59% |
Compare SCHM with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
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