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Upturn AI SWOT - About
Schwab U.S. Mid-Cap ETF (SCHM)
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Upturn Advisory Summary
07/30/2025: 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 4.7% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/30/2025 |
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
The Schwab U.S. Mid-Cap ETF (SCHM) seeks to track the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index, reflecting the performance of mid-sized companies in the U.S. equity market. It offers diversified exposure to this market segment.
Reputation and Reliability
Schwab is a well-established and reputable financial services company with a long track record of providing investment products and services.
Management Expertise
Schwab Asset Management has extensive experience in managing index-tracking ETFs, employing a disciplined and cost-effective approach.
Investment Objective
Goal
To track the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the underlying index.
Composition The ETF holds a diversified portfolio of stocks representative of the U.S. mid-cap market.
Market Position
Market Share: SCHM has a notable market share within the mid-cap ETF segment.
Total Net Assets (AUM): 15900000000
Competitors
Key Competitors
- IVOO
- IJH
- VO
Competitive Landscape
The mid-cap ETF market is competitive, with several providers offering similar index-tracking products. SCHM's low expense ratio is a key advantage. Disadvantages include potentially lower trading volume compared to larger competitors. IVOO's (Vanguard S&P Mid-Cap ETF) and IJH's (iShares Core S&P Mid-Cap ETF) large AUM offer benefits to traders, as well.
Financial Performance
Historical Performance: Historical performance data is available through Schwab and other financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the Dow Jones U.S. Mid-Cap Total Stock Market Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHM's average trading volume is generally adequate for most investors, facilitating efficient buying and selling.
Bid-Ask Spread
The bid-ask spread is usually tight, reflecting the ETF's liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards mid-cap stocks influence SCHM's performance.
Growth Trajectory
SCHM's growth trajectory is tied to the overall performance of the U.S. mid-cap market and Schwab's ability to attract and retain assets.
Moat and Competitive Advantages
Competitive Edge
SCHM's primary competitive advantage is its low expense ratio, making it an attractive option for cost-conscious investors seeking broad mid-cap exposure. Schwab's brand recognition and distribution network also contribute to its appeal. The ETF's diversified portfolio reduces company-specific risk. It is passively managed, leading to potential tax efficiencies. However, the fund is exposed to risks related to economic slowdowns.
Risk Analysis
Volatility
SCHM's volatility is generally consistent with the volatility of the broader mid-cap market.
Market Risk
SCHM is subject to market risk, including fluctuations in stock prices due to economic conditions, geopolitical events, and investor sentiment.
Investor Profile
Ideal Investor Profile
SCHM is suitable for investors seeking diversified exposure to the U.S. mid-cap market with a focus on cost-efficiency.
Market Risk
SCHM is best suited for long-term investors and passive index followers looking for broad market exposure.
Summary
The Schwab U.S. Mid-Cap ETF (SCHM) offers a low-cost way to invest in the U.S. mid-cap equity market. It tracks the Dow Jones U.S. Mid-Cap Total Stock Market Index, providing diversified exposure. SCHM's low expense ratio makes it competitive. However, it is subject to market risks, so investors should consider their risk tolerance and investment goals before investing. Its a suitable choice for cost-conscious investors and passive index followers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may vary based on the source and calculation methodology.
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.
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