Schwab Etf Profile

SCHM
 Etf
  

USD 60.60  0.10  0.17%   

Market Performance
0 of 100
Odds Of Distress
Less than 34
Schwab US is selling for 60.60 as of the 28th of September 2022. This is a 0.17 percent up since the beginning of the trading day. The etf's lowest day price was 60.1. Schwab US has about a 34 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Schwab US Mid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of August 2022 and ending today, the 28th of September 2022. Click here to learn more.
The index includes the mid-cap portion of the Dow Jones U.S. Schwab US is traded on NYSEArca Exchange in the United States. More on Schwab US Mid

Moving together with Schwab US

+0.78JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr
+0.9DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr

Schwab US Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Schwab US's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab US or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Schwab US Mid generated a negative expected return over the last 90 days
On 26th of September 2022 Schwab US paid $ 0.2805 per share dividend to its current shareholders
The fund maintains 99.94% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Schwab US's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
IssuerCharles Schwab
Inception Date2011-01-12
BenchmarkDow Jones U.S. Mid-Cap Total Stock Market Index
Entity TypeRegulated Investment Company
Asset Under Management8.56 Billion
Average Trading Valume380,539.4
Asset TypeEquity
CategorySize and Style
FocusMid Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCharles Schwab Investment Management, Inc.
AdvisorCharles Schwab Investment Management, Inc.
CustodianState Street Bank and Trust Company
DistributorSEI Investments Distribution Co.
Portfolio ManagerChristopher Bliss, Ferian Juwono, Sabya Sinha
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents520
Market MakerJane Street
Total Expense0.04
Management Fee0.04
Nav Price69.18
Two Hundred Day Average71.47
Ytd-17.17%
Average Daily Volume In Three Month477.98k
Fifty Two Week Low60.53
As Of Date22nd of July 2022
Average Daily Volume Last 10 Day350.54k
Fifty Two Week High83.73
One Month6.76%
Fifty Day Average68.13
Three Month-8.31%
Beta In Three Year1.14
Schwab US Mid [SCHM] is traded in USA and was established 2011-01-13. The fund is listed under Mid-Cap Blend category and is part of Schwab ETFs family. Schwab US Mid at this time have 8.43 B in assets. , while the total return for the last 3 years was 6.44%.
Check Schwab US Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab US Mid Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Schwab US Mid Constituents

Schwab US Target Price Odds Analysis

Based on a normal probability distribution, the odds of Schwab US jumping above the current price in 90 days from now is about 98.0%. The Schwab US Mid probability density function shows the probability of Schwab US etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.1597. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Schwab US will likely underperform. Additionally, the company has an alpha of 0.0358, implying that it can generate a 0.0358 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 60.6HorizonTargetOdds Above 60.6
1.60%90 days
 60.60 
98.37%
Based on a normal probability distribution, the odds of Schwab US to move above the current price in 90 days from now is about 98.0 (This Schwab US Mid probability density function shows the probability of Schwab Etf to fall within a particular range of prices over 90 days) .

Schwab US Top Holders

Schwab US Major Institutional Holders

Institutional Holdings refers to the ownership stake in Schwab US that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Schwab US's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Schwab US's value.
InstituionSecurity TypeTotal SharesValue
Financial Engines Advisors LlcFund Units14.3 M893.9 M
View Schwab US Diagnostics

Schwab US Mid Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Schwab US market risk premium is the additional return an investor will receive from holding Schwab US long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab US. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Schwab US's alpha and beta are two of the key measurements used to evaluate Schwab US's performance over the market, the standard measures of volatility play an important role as well.

Schwab US Mid Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. Schwab US Tangent Of Price Series is a trigonometric price transformation method
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Schwab US Against Markets

Picking the right benchmark for Schwab US etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Schwab US etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Schwab US is critical whether you are bullish or bearish towards Schwab US Mid at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Schwab US without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Schwab US Mid?

The danger of trading Schwab US Mid is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Schwab US is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Schwab US. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Schwab US Mid is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at World Market Map. Note that the Schwab US Mid information on this page should be used as a complementary analysis to other Schwab US's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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When running Schwab US Mid price analysis, check to measure Schwab US's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Schwab US is operating at the current time. Most of Schwab US's value examination focuses on studying past and present price action to predict the probability of Schwab US's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Schwab US's price. Additionally, you may evaluate how the addition of Schwab US to your portfolios can decrease your overall portfolio volatility.
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The market value of Schwab US Mid is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab US's value that differs from its market value or its book value, called intrinsic value, which is Schwab US's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab US's market value can be influenced by many factors that don't directly affect Schwab US's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab US's value and its price as these two are different measures arrived at by different means. Investors typically determine Schwab US value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab US's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.