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 $15.32B in net assets.
Top-10 holdings represent 8.2% of net assets.
US Mid Cap base · ETF wrapper · 1.25% 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 v0.5.1).
Use SCHM in our tools
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 | 1.86% |
| 2 | Lumentum Holdings Inc | 0.98% |
| 3 | Ciena Corp | 0.97% |
| 4 | Coherent Corp | 0.81% |
| 5 | Bloom Energy Corp | 0.67% |
| 6 | Tapestry Inc | 0.63% |
| 7 | FTAI Aviation Ltd | 0.62% |
| 8 | Texas Pacific Land Corp | 0.60% |
| 9 | Omnicom Group Inc | 0.54% |
| 10 | TechnipFMC PLC | 0.53% |
Compare SCHM with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
- BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 77.6% overlap
- VB Vanguard Small-Cap Index Fund ETF Shares 60.2% overlap
- IVOO Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 58.1% overlap
- SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 57.0% overlap
- IJH iShares Core S&P Mid-Cap ETF 56.8% overlap
Open SCHM at a brokerage
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