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
Composite score
Based on a 0.030% expense ratio.
Based on $14.86B in net assets.
Top-10 holdings represent 13.5% of net assets.
US Mid Cap base · ETF wrapper · 1.27% 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. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use SCHM in our tools
Tool · Look-through
See what SCHM actually holds, in a portfolio
Add your other funds and weights; every underlying position is 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
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Sandisk Corp/DE | 4.64% |
| 2 | Ciena Corp | 1.52% |
| 3 | Bloom Energy Corp | 1.36% |
| 4 | Coherent Corp | 1.26% |
| 5 | Lumentum Holdings Inc | 1.13% |
| 6 | Flex Ltd | 1.03% |
| 7 | State Street Institutional US Government Money Market Fund | 0.76% |
| 8 | Steel Dynamics Inc | 0.66% |
| 9 | Revolution Medicines Inc | 0.57% |
| 10 | Tapestry Inc | 0.55% |
Compare SCHM with another fund
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Similar ETFs by holdings overlap
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