Schwab US Mid-Cap ETFSCHM
SCHM
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
734% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $143K
1.14% more ownership
Funds ownership: 66.71% [Q4 2024] → 67.86% (+1.14%) [Q1 2025]
4% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 50
3% less funds holding
Funds holding: 914 [Q4 2024] → 891 (-23) [Q1 2025]
13% less repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 376
17% less funds holding in top 10
Funds holding in top 10: 78 [Q4 2024] → 65 (-13) [Q1 2025]
71% less capital invested
Capital invested by funds: $25.5B [Q4 2024] → $7.26B (-$18.2B) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHM.
Financial journalist opinion
Negative
Seeking Alpha
1 day ago
SCHM: Falling Behind Other Mid-Cap Options
SCHM's low expense ratio and broad diversification are positives, but its performance consistently lags both its index and peer mid-cap ETFs like REGL and MDY. Despite mid-caps historically outperforming large and small caps, SCHM has underperformed the S&P 500 and other mid-cap funds over multiple timeframes. Key metrics—higher valuation ratios and lower long-term earnings growth—make SCHM less attractive compared to alternatives, even with its low fees.
Neutral
Zacks Investment Research
1 month ago
Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the Schwab U.S. Mid-Cap ETF (SCHM), a passively managed exchange traded fund launched on 01/13/2011.
Neutral
Zacks Investment Research
4 months ago
Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?
The Schwab U.S. Mid-Cap ETF (SCHM) was launched on 01/13/2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Blend segment of the US equity market.
Neutral
Zacks Investment Research
6 months ago
Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?
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.
Neutral
Zacks Investment Research
8 months ago
Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?
Launched on 01/13/2011, the Schwab U.S. Mid-Cap ETF (SCHM) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.
Neutral
Business Wire
8 months ago
Schwab Asset Management Announces ETF Share Splits
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share splits increase the number of shares outstanding and decrease the Net Asset Value (NAV) per share. The share splits will not change the total value of a shareholder's investment. The ETF share splits will apply to shareholders of record as of the close of US markets on October 9, 2024, payable after the.
Positive
Seeking Alpha
8 months ago
SCHM: Earnings Growth Accelerating Through 2026
SCHM's earnings growth outlook is improving for 2025 and 2026 due to a favorable macroeconomic environment and potential Federal Reserve rate cuts. The fund's high exposure to cyclical sectors positions it to benefit significantly from economic upturns, despite underperforming in recent years. SCHM currently trades at an inexpensive valuation with a forward P/E ratio of 15.4x, slightly below its 20-year average.
Neutral
Zacks Investment Research
10 months ago
Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?
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.
Neutral
Zacks Investment Research
1 year ago
Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?
Designed to provide broad exposure to the Mid Cap Blend segment of the US equity market, the Schwab U.S. Mid-Cap ETF (SCHM) is a passively managed exchange traded fund launched on 01/13/2011.
Positive
The Motley Fool
1 year ago
3 Charles Schwab ETFs That Could Help You Retire a Millionaire
Built-in profit-taking stemming from automated rebalancing makes investing easier, and more fruitful. Large-cap indexes are fine long-term investments, but there's a higher-performance option that's just as easy to access.
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