(SCHM) Schwab U.S. Mid-Cap - Ratings and Ratios

The Schwab U.S. Mid-Cap ETF (SCHM) is designed to capture the performance of mid-sized U.S. companies, offering a targeted exposure to this segment of the market. It tracks the Dow Jones U.S. Mid-Cap Total Stock Market Index, which includes companies ranked 501 to 1000 by market capitalization, providing a clear delineation within the broader market spectrum.

The ETF employs a float-adjusted, market capitalization-weighted approach, ensuring that larger companies within the mid-cap range have a proportionally greater influence on the funds performance. This methodology aligns with traditional indexing strategies, aiming for efficiency and representation.

Investors in SCHM can expect a high level of adherence to its underlying index, as the fund allocates at least 90% of its net assets to the included securities. This commitment ensures that the ETF remains faithful to its investment objective, providing the transparency and consistency that investors seek.

With an AUM of over $11.7 billion, SCHM is a substantial player in the mid-cap ETF space, offering the liquidity and scale that institutional and retail investors alike appreciate. Its focus on mid-cap companies positions it as a strategic choice for those seeking to balance growth potential with established market presence, making it a valuable component in a diversified investment portfolio.