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Upturn AI SWOT - About
Schwab U.S. Mid-Cap ETF (SCHM)
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Upturn Advisory Summary
10/31/2025: SCHM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6.45% | Avg. Invested days 57 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 22.33 - 29.96 | Updated Date 06/29/2025 |
52 Weeks Range 22.33 - 29.96 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab U.S. Mid-Cap ETF
ETF Overview
Overview
Schwab U.S. Mid-Cap ETF (SCHM) aims to track the total return of the Russell Midcap Index, offering exposure to medium-sized U.S. companies. It focuses on broad mid-cap equity, employing a passive management style.
Reputation and Reliability
Charles Schwab Investment Management has a strong reputation for providing low-cost, reliable ETF products.
Management Expertise
Schwab has extensive experience in managing index-tracking ETFs, with a dedicated team focused on efficient portfolio replication.
Investment Objective
Goal
To track the total return of the Russell Midcap Index before fees and expenses.
Investment Approach and Strategy
Strategy: Tracks the Russell Midcap Index, a market-capitalization weighted index representing the performance of approximately 800 of the smallest companies in the Russell 1000 Index.
Composition Primarily composed of mid-cap stocks, representing a diversified range of sectors within the U.S. economy.
Market Position
Market Share: SCHM accounts for a significant portion of the market share within the mid-cap ETF category, indicating strong investor adoption and confidence.
Total Net Assets (AUM): 16100000000
Competitors
Key Competitors
- IVOO
- IJH
- IWR
Competitive Landscape
The mid-cap ETF market is competitive. SCHM's low expense ratio is a key advantage. However, larger funds might offer slightly tighter spreads. Performance is largely dictated by tracking the same index.
Financial Performance
Historical Performance: Historical performance data is available from Schwab and other financial data providers. Performance will closely mirror the Russell Midcap Index.
Benchmark Comparison: SCHM's performance closely tracks the Russell Midcap Index, indicating effective replication.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHM exhibits a healthy average trading volume, suggesting good liquidity for investors.
Bid-Ask Spread
The bid-ask spread for SCHM is generally tight, reflecting its liquidity and investor interest.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific trends can impact SCHM's performance through their effect on mid-cap companies.
Growth Trajectory
SCHM's growth is tied to the overall performance of the U.S. mid-cap market and is influenced by market conditions and investor sentiment.
Moat and Competitive Advantages
Competitive Edge
SCHM's competitive advantage lies in its extremely low expense ratio, strong brand recognition from Schwab, and effective tracking of the Russell Midcap Index. These factors appeal to cost-conscious investors seeking broad mid-cap exposure. The ETF's large asset base also contributes to its liquidity. Its simplicity and transparent investment approach further enhance its appeal.
Risk Analysis
Volatility
SCHM's volatility is consistent with mid-cap equities, which are generally more volatile than large-cap stocks but less volatile than small-cap stocks.
Market Risk
SCHM is subject to market risk, reflecting the potential for losses due to economic downturns, market corrections, and other systemic events affecting the overall stock market.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking broad exposure to U.S. mid-cap stocks, who is cost-conscious, and desires a passive investment strategy.
Market Risk
SCHM is suitable for long-term investors seeking diversified growth, as well as those using it as a component within a broader portfolio strategy. Less suited for active traders, more suited for passive investors
Summary
Schwab U.S. Mid-Cap ETF (SCHM) offers investors a cost-effective way to gain broad exposure to the U.S. mid-cap market by tracking the Russell Midcap Index. Its low expense ratio and strong liquidity make it a competitive choice. SCHM is suitable for long-term investors seeking diversified growth. While it is subject to market risk like all equity investments, the ETF's well-diversified portfolio helps mitigate company-specific risk.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- FactSet
- Morningstar
- Russell Indexes
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions and other factors can affect investment performance.
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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 included in the index.
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.