SCHMSchwab U.S. Mid-Cap ETF
SCHM Fund Description
SCHM tracks a market-cap-weighted index of midcap stocks in the Dow Jones US Total Stock Market Index.
SCHM Factset Analytics Insight
SCHM's selection universe almost completely excludes small- and large-cap stocks, as it focuses exclusively on tracking the Dow Jones U.S. Mid-Cap Total Stock Market Index. The index includes 500 midcap stocks ranked between 501 to 1,000 by market capitalization in the Dow Jones U.S. Total Stock Market Index. Components are float-adjusted market-cap weighted in the fund. The fund is simple and aims to serve as a part of the core holdings in an investor’s overall investment portfolio. The Issuer also has a policy of turning over 100% of net security lending revenues to investors. The index is reviewed and reconstituted annually in September, with rebalancing done every quarter.
SCHM MSCI ESG Analytics Insight
Schwab U.S. Mid-Cap ETF has an MSCI ESG Fund Rating of A based on a score of 6.07 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Schwab U.S. Mid-Cap ETF ranks in the 41st percentile within its peer group and in the 63th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHM MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SCHM Summary Data
SCHM Portfolio Data
SCHM Index Data
SCHM Portfolio Management
SCHM Tax Exposures
SCHM Fund Structure
SCHM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SCHM. SCHM is rated a 5 out of 5.
SCHM Sector/Industry Breakdown
SCHM Economic Development
SCHM Performance Statistics
SCHM MSCI ESG Ratings
SCHM Benchmark Comparison Summary
SCHM Benchmark Comparison Market Cap Size