ETF Versus

SCHM

Schwab U.S. Mid-Cap ETF

Schwab · US Mid Cap

Expense Ratio
0.04%
AUM
$13.6B
Yield
1.35%

Schwab U.S. Mid-Cap ETF (SCHM) is an exchange-traded fund issued by Schwab that provides exposure to mid-cap U.S. companies balancing growth potential and stability. It charges a very low expense ratio of 0.04%. The fund offers a moderate dividend yield of 1.35%. Launched in 2011, the fund has a 15-year track record.

Performance Chart

Indexed to 100 at start (5-year comparison)

75 86 97 108 119 130 2021-04 2022-07 2023-10 2025-01 2026-04
SCHM +27.3%

Returns

1M
+2.7%
3M
+2.2%
6M
+10.0%
YTD
+6.3%
1Y
+34.8%
3Y
+44.1%
5Y
+27.3%

Top Holdings

# Name Ticker Weight
1 Sandisk Corporation SNDK 2.21%
2 Ciena Corporation CIEN 1.27%
3 Lumentum Holdings Inc. LITE 1.14%
4 Coherent Corp. COHR 0.98%
5 Bloom Energy Corporation BE 0.72%
6 Tapestry, Inc. TPR 0.60%
7 TechnipFMC plc FTI 0.60%
8 Casey's General Stores, Inc. CASY 0.57%
9 Texas Pacific Land Corporation TPL 0.54%
10 Curtiss-Wright Corporation CW 0.53%

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