Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?

Zacks08-09

Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the Schwab U.S. Mid-Cap ETF (SCHM), a passively managed exchange traded fund launched on 01/13/2011...

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You should consider the Schwab U.S. Mid-Cap ETF (SCHM), a passively managed exchange traded fund launched on 01/13/2011...</p>\n\n<a href=\"https://finance.yahoo.com/news/schwab-u-mid-cap-etf-102006560.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-09 18:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/schwab-u-mid-cap-etf-102006560.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the Schwab U.S. Mid-Cap ETF (SCHM), a passively managed exchange traded fund launched on 01/13/2011...</p>\n\n<a href=\"https://finance.yahoo.com/news/schwab-u-mid-cap-etf-102006560.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1201861249.SGD","symbol_name":"Natixis Harris Associates US Equity PA SGD-H","start_time":0,"source_url":"https://finance.yahoo.com/news/schwab-u-mid-cap-etf-102006560.html","article_id":"2458242564","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/auhFPLcthJM50UYepXcODg--~B/aD02MDA7dz05MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/2f0d6efdd8740952a371c97ddea6e926"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2458242564","pubTimestamp":1723198806,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Looking for broad exposure to the Mid Cap Blend segment of the US equity market?You should consider the Schwab U.S. Mid-Cap ETF , a passively managed exchange traded fund launched on 01/13/2011.The fund is sponsored by Charles Schwab. It has amassed assets over $11.02 billion, making it one of the larger ETFs attempting to match the Mid Cap Blend segment of the US equity market.SCHM seeks to match the performance of the Dow Jones U.S. Mid-Cap Total Stock Market Index before fees and expenses. The Dow Jones U.S. Mid-Cap Total Stock Market Index is a float-adjusted market capitalization weighted index. The Index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace and includes the components ranked 501-1000 by full market capitalization.Schwab U.S. Mid-Cap ETF carries a Zacks ETF Rank of 3 , which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, SCHM is a good option ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","FDN":"First Trust Dow Jones Internet I","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4515":"5G概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","SG9999014021.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) ACC","VRT":"Vertiv Holdings LLC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","SG9999001077.SGD":"United International Growth Fund SGD","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","SCHW":"嘉信理财","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4535":"淡马锡持仓","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","SG9999014005.SGD":"United Global Durable Equities Fund Acc SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","VO":"Vanguard Mid-Cap ETF","BK4588":"碎股","SCHM":"Schwab U.S. Mid-Cap ETF","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1861217088.USD":"贝莱德金融科技A2","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IJH":"标普中型股400指数ETF-iShares","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4589":"SVB概念","LU0106831901.USD":"贝莱德世界金融基金A2","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4581":"高盛持仓","BK4096":"电气部件与设备","BK4504":"桥水持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","DELL":"戴尔","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4105":"独立电力生产商与能源贸易商","BK4170":"电脑硬件、储存设备及电脑周边","VST":"Vistra Energy Corp.","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC"},"translate_title":"嘉信理财美国中型股ETF(SCHM)应该出现在您的投资雷达上吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IJH":1,"VO":1,"FDN":1,"SCHM":1,"DELL":0.9,"SCHW":0.9,"VRT":0.8,"VST":0.7},"content_text":"Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the Schwab U.S. Mid-Cap ETF (SCHM), a passively managed exchange traded fund launched on 01/13/2011.\nThe fund is sponsored by Charles Schwab. It has amassed assets over $11.02 billion, making it one of the larger ETFs attempting to match the Mid Cap Blend segment of the US equity market.\nWhy Mid Cap Blend\nWith market capitalization between $2 billion and $10 billion, mid cap companies usually contain higher growth prospects than large cap companies, and are considered less risky than their small cap counterparts. These types of companies, then, have a good balance of stability and growth potential.\nBlend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities.\nCosts\nCost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.\nAnnual operating expenses for this ETF are 0.04%, making it one of the least expensive products in the space.\nIt has a 12-month trailing dividend yield of 1.45%.\nSector Exposure and Top Holdings\nEven though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.\nThis ETF has heaviest allocation to the Industrials sector--about 21% of the portfolio. Financials and Consumer Discretionary round out the top three.\nLooking at individual holdings, Dell Technologies Inc Class C (DELL) accounts for about 0.95% of total assets, followed by Vertiv Holdings Class A (VRT) and Vistra Corp (VST).\nThe top 10 holdings account for about 6.64% of total assets under management.\nPerformance and Risk\nSCHM seeks to match the performance of the Dow Jones U.S. Mid-Cap Total Stock Market Index before fees and expenses. The Dow Jones U.S. Mid-Cap Total Stock Market Index is a float-adjusted market capitalization weighted index. The Index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace and includes the components ranked 501-1000 by full market capitalization.\nThe ETF has added about 3.21% so far this year and is up about 8.26% in the last one year (as of 08/09/2024). In the past 52-week period, it has traded between $63.01 and $82.19.\nThe ETF has a beta of 1.13 and standard deviation of 20.02% for the trailing three-year period, making it a medium risk choice in the space. With about 499 holdings, it effectively diversifies company-specific risk.\nAlternatives\nSchwab U.S. Mid-Cap ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, SCHM is a good option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space.\nThe Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $64.36 billion in assets, iShares Core S&P Mid-Cap ETF has $84.46 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%.\nBottom-Line\nPassively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.\nTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nSchwab U.S. Mid-Cap ETF (SCHM): ETF Research Reports\nDell Technologies Inc. (DELL) : Free Stock Analysis Report\niShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports\nVanguard Mid-Cap ETF (VO): ETF Research Reports\nVistra Corp. (VST) : Free Stock Analysis Report\nVertiv Holdings Co. (VRT) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2458242564"}