SCHMSchwab U.S. Mid-Cap ETF
Tracks the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index.
By Schwab ETFs · Launched 2011
Annual Cost
0.03%
#40 of 5,853 · low cost
Fund Size
$15.3B
#193 of 5,853 · large
Return (1Y)Goal
+21.8%
Track Record
15 years
#839 of 5,853 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,162+21.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Index tracking
Index tracked
Dow Jones US Mid-Cap Total Stock Market Index
What it actually holds
By weightConcentration
Top 10 holdings = 8.2% of fund✓ well diversified
Sandisk Corp/DE
1.9%
Lumentum Holdings Inc
1.0%
Ciena Corp
1.0%
Coherent Corp
0.8%
Bloom Energy Corp
0.7%
Tapestry Inc
0.6%
FTAI Aviation Ltd
0.6%
Texas Pacific Land Corp
0.6%
Omnicom Group Inc
0.5%
TechnipFMC PLC
0.5%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Technology
22.0%
Industrials
21.9%
Healthcare
11.6%
Financial Services
11.1%
Consumer Cyclical
10.9%
Real Estate
6.5%
Basic Materials
4.1%
Consumer Defensive
3.4%
Other
8.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.7%Moderate
Year-on-year price swings
Max drawdown
-42.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.62Decent risk-adjusted returns
Sortino (3Y)
0.90Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index.
- Strategy
- Invests primarily in mid-cap securities included in the Dow Jones U.S. Mid-Cap Total Stock Market Index, aiming to replicate the index's performance. The fund may also use derivatives and invest in cash equivalents to help track the index.
- Inception date
- January 13, 2011
- Fund family
- Schwab ETFs
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Data updated on 2026-08-02