What does SCHM track?

SCHM is the Schwab U.S. Mid-Cap ETF, a Other ETF.

What is the expense ratio of SCHM?

Expense ratio data for SCHM is shown on the page when available from our data provider.

What are the largest holdings in SCHM?

Top holdings include OKTA, FFIV, UTHR, GH, ENTG.

How can PortView analyze SCHM overlap with other ETFs?

PortView computes the holdings overlap between SCHM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

Schwab U.S. Mid-Cap (SCHM) ETF Holdings & Analysis

ETFOther

$34.75-0.30%

1-year price historyRange $28.27 – $36.87

52-week range$34.75

$28.25$36.92

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What SCHM does

This investment vehicle aims to replicate, with utmost precision, the overall performance generated by the Dow Jones U.S. Mid-Cap Total Stock Market Index, prior to the deduction of any administrative fees and operational expenses.

Fund profile

Top holdings

	Holding	Weight
	OKTA CLASS A	0.77%
	F5	0.53%
	UNITED THERAPEUTICS	0.52%
	GUARDANT HEALTH	0.49%
	ENTEGRIS INC	0.47%
	PACKAGING CORP OF AMERICA	0.46%
	US FOODS HOLDING	0.46%
	RELIANCE	0.45%
	XPO	0.45%
	RUBRIK CLASS A	0.45%

Sector allocation

Industrials	18.80%
Technology	17.61%
Financial Services	13.42%
Healthcare	12.93%
Consumer Cyclical	10.80%
Real Estate	8.11%
Basic Materials	4.30%
Consumer Defensive	4.23%
Energy	3.86%
Utilities	2.98%
Communication Services	2.96%

Geographic allocation

United States	96.88%
Bermuda	0.88%
Ireland	0.75%
United Kingdom	0.39%
Switzerland	0.28%
Cayman Islands	0.23%
Canada	0.21%
Puerto Rico	0.21%
Sweden	0.16%
Other	0.01%

PortView Portfolio Insights

PortView analyzes how SCHM fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Frequently asked questions

What does SCHM track?: SCHM is the Schwab U.S. Mid-Cap ETF, a Other ETF.
What is the expense ratio of SCHM?: Expense ratio data for SCHM is shown on the page when available from our data provider.
What are the largest holdings in SCHM?: Top holdings include OKTA, FFIV, UTHR, GH, ENTG.
How can PortView analyze SCHM overlap with other ETFs?: PortView computes the holdings overlap between SCHM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.