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Upturn AI Summary
Schwab U.S. Mid-Cap ETF(SCHM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SCHM
10/07/2026: SCHM (4-star) is currently NOT-A-BUY. Pass it for now.
SCHM provides cost-effective, broad exposure to the U.S. mid-cap equity market, tracking the Dow Jones U.S. Mid-Cap Total Stock Market Index. Its primary strengths are its industry-low expense ratio, solid issuer reputation, and strong liquidity, making it an excellent core holding for long-term growth. While it offers diversification, investors should be prepared for the inherent volatility and economic sensitivity of mid-sized companies. It is best suited for investors with a long-term horizon who want to balance their portfolio beyond just large-cap stocks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Mid-cap stocks are historically well-positioned to capture significant capital appreciation during economic expansions. |
| Momentum investor | Mixed fit | Momentum investors may find the broad, passive nature of the fund less attractive than focused momentum factor ETFs. |
| Value investor | Mixed fit | The fund includes both growth and value components, so it may not satisfy those seeking a dedicated value tilt. |
| Dividend/Income investor | Mixed fit | While the fund pays dividends, it is primarily an equity growth instrument rather than a dedicated income vehicle. |
| Low-risk investor | Weak fit | Mid-cap equities carry higher inherent volatility than large-cap stocks or government bonds. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking growth who have a moderate to high risk tolerance and desire mid-cap exposure.
Suitability
Best suited for long-term passive index followers building a diversified multi-asset portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks typically experience larger price swings compared to large-cap blue-chip equities. |
| Market risk | Medium / high | The fund is fully exposed to the fluctuations of the U.S. equity market. |
| Concentration | Low | The fund is well-diversified across many companies and sectors, limiting individual stock risk. |
| Tracking/expense | Low | Extremely low fees and efficient index replication minimize structural performance leakage. |
| Liquidity | Low | High trading volume ensures that liquidity risk for the average investor is negligible. |
| Business/sector quality | Medium | Performance is subject to the cyclical nature of the mid-market business segment. |
Risk Analysis
Volatility
SCHM exhibits moderate to high volatility, typical of the mid-cap equity asset class.
Market Risk
The fund is subject to systemic U.S. equity market risk, specifically focusing on the mid-cap segment which is more sensitive than large-cap indices.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 99.5 | This provides diversified exposure to mid-sized companies that often bridge the growth potential of small caps and the stability of large caps. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minimal cash is held to manage liquidity and facilitate daily operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 9.26% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/07/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 7, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $14.57B |
| Issuer | Schwab ETFs |
| Expense Ratio | 0.04% |
| Distribution Yield | 1.31% |
| Inception | Jan 13, 2011 |
Performance
| Period | Total Return |
|---|---|
| YTD | +16.02% |
| 1 Year | +17.15% |
| 3 Year | +17.46% |
| 5 Year | +7.56% |
| 10 Year | +10.71% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 16.29% |
| 3Y Volatility | 16.31% |
| 3Y Sharpe Ratio | 0.74 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 75.15% |
| Mid Cap | 24.32% |
| Large Cap | 0.21% |
| Micro Cap | 0.09% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 18.89% |
| Technology | 18.20% |
| Financial Services | 13.29% |
| Healthcare | 12.77% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 14.52x |
| Portfolio P/B | 2.31x |
| Portfolio P/S | 1.39x |
| Holdings Turnover | 18.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Okta | 0.74% |
| F5 Networks | 0.53% |
| Entegris | 0.52% |
| Guardant Health | 0.51% |
| United Therapeutics | 0.47% |
Upturn AI Summary
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.
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