Morningstar

Schwab US Mid-Cap ETF™ SCHM

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHM

Will SCHM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCHM’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well-diversified and cheap.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its High Process and Above Average People ratings. Schwab US Mid-Cap ETF effectively combines a broadly diversified portfolio of US mid-cap stocks with low turnover and a minuscule price, providing it with a durable edge over its Morningstar Category peers. The following text is from July 27, 2023.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings SCHM

More SCHM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EQT Corp

0.50 58.2 Mil
Energy

Booz Allen Hamilton Holding Corp Class A

0.48 55.5 Mil
Industrials

Carlisle Companies Inc

0.47 54.7 Mil
Industrials

EMCOR Group Inc

0.46 53.4 Mil
Industrials

Pinterest Inc Class A

0.46 53.4 Mil
Communication Services

Williams-Sonoma Inc

0.45 52.2 Mil
Consumer Cyclical

NRG Energy Inc

0.44 50.8 Mil
Utilities

Packaging Corp of America

0.43 50.5 Mil
Consumer Cyclical

Liberty Formula One Group Registered Shs Series -C- Formula One

0.43 49.7 Mil
Communication Services

United Airlines Holdings Inc

0.42 48.8 Mil
Industrials

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