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 January 13, 2011.

Zacks Investment Research • Feb 23, 2026

SCHM: Mid-Caps Are Flying, Solid Growth Expected In 2026

Schwab U.S. Mid-Cap ETF is initiated with a buy rating due to strong upside momentum and investor rotation into mid caps. Mid caps benefit from declining interest rates, robust economic growth, and attractive valuations versus expensive large caps. SCHM outperforms peers with broader mid-cap coverage, lower valuation (20x trailing earnings), and higher dividend yield (1.50%).

Seeking Alpha • Jan 18, 2026

Top 3 ETFs to Buy with Market-Beating Dividend Yields

Size matters in the world of exchange traded fund (ETF) investing. Generally-speaking, the larger the ETF, the more stability and consistency investors will  Key Points For investors looking to create reliable income streams for retirement, here are three great ETFs to focus on.

24/7 Wall Street • Aug 16, 2025

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.

Seeking Alpha • Jun 13, 2025

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.

Business Wire • Sep 25, 2024

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.

Seeking Alpha • Sep 16, 2024

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.

The Motley Fool • Apr 12, 2024

SCHM: A Mid-Cap Proxy For Those Bearish On Large-Caps

Investing in mid-cap stocks provides a balance between high growth potential and stability. Schwab U.S. Mid-Cap ETF offers broad exposure to the mid-cap sector of the U.S. equity market. SCHM provides diversification, low costs, and the potential for higher returns, but comes with market volatility and business risks.

Seeking Alpha • Jan 18, 2024

SCHM Has An Unappealing Factor Mix

Schwab U.S. Mid-Cap ETF is an index-based investment vehicle targeting mid-size U.S. stocks. SCHM is one of the cheapest U.S. equity, mid-cap blend ETFs. There is a rather interesting growth story under the hood, mostly manifested in a double-digit weighted-average forward revenue growth rate.

Seeking Alpha • Oct 13, 2023

Chart of the Week: Mid-Cap ETFs in Focus

It's been an impressive 2023 for U.S. large-cap equities. The iShares Core S&P 500 ETF (IVV) had risen 19% as of July 24, with consumer discretionary and information technology stocks leading the way.

ETF Trends • Jul 27, 2023