SCHM
Schwab U.S. Mid-Cap ETF
📎 Investment Objective
The Schwab U.S. Mid-Cap ETF seeks to track the performance of the Dow Jones U.S. Mid-Cap Total Stock Market Index, which represents the mid-capitalization segment of the U.S. equity market.
Overview
ETF tracking Schwab U.S. Mid-Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Schwab U.S. Mid-Cap ETF seeks to track the performance of the Dow Jones U.S. Mid-Cap Total Stock Market Index, which represents the mid-capitalization segment of the U.S. equity market.
🎯 Investment Strategy
The fund invests in a broad portfolio of mid-cap U.S. stocks in an effort to replicate the performance of the underlying index. It uses a passively managed, full-replication approach, meaning it holds all the stocks in the index in roughly the same proportions.
✨ Key Features
- Broad exposure to the mid-cap segment of the U.S. equity market
- Passively managed index fund with low expense ratio
- Seeks to provide long-term capital appreciation
- Diversified portfolio of mid-cap stocks
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Concentration risk: The fund's performance may be affected by the performance of the mid-cap segment of the market
- Tracking error risk: The fund may not perfectly track the performance of its underlying index
- Liquidity risk: Mid-cap stocks may be less liquid than large-cap stocks, which could affect the fund's ability to sell positions
👤 Best For
The Schwab U.S. Mid-Cap ETF may be suitable for investors seeking broad exposure to the mid-cap segment of the U.S. equity market as part of a diversified portfolio. It may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.