Schwab U.S. Mid-Cap ETF (SCHM) — ETF Analysis on Winston

Key Facts

• Issuer: Schwab
• Asset Class: Stock
• Price: $36.16
• Expense Ratio: 3.00%
• Assets Under Management: $15.4B
• Number of Holdings: 496
• Inception Date: 2011-01-13
• Currency: USD

Winston Score

Schwab U.S. Mid-Cap ETF has a Winston Score of 88 out of 100.

Performance

• 1-Year Return: 23.16%
• 3-Year Return: 55.86%
• 5-Year Return: 37.18%

Top Holdings

SANDISK (N/A%), LUMENTUM HOLDINGS (N/A%), COHERENT (N/A%), CIENA (N/A%), BLOOM ENERGY CLASS A (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)