Schwab U.S. Mid-Cap ETF

SCHWAB STRATEGIC TRUST · Series S000026635 · 1 share classes

Equity fund · 100% stocks
One fund, 1 share classes:SCHM
$13.64B NAV
498 positions · as of 2026-02-28 · filed 2026-04-24
data updated 2026-08-17

Fund profile

As filed in the prospectus · 2025 Q4

The funds goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index.

Strategy · summarised

The fund tracks the Dow Jones U.S. Mid-Cap Total Stock Market Index, which comprises the 501st to 1,000th largest U.S. companies by market capitalization, by holding securities in approximately the same weights as the index. The fund may deviate from index weights to manage transaction costs, taxes, and liquidity, and may hold up to 10% of assets in securities not yet in the index or in derivatives to optimize cash returns. Because the fund adjusts weightings away from the index and may anticipate index additions and removals, its performance may diverge from the index before fees.

Expenses
0.03%one share class
Share classExpense ratioAs of
SCHM0.03%2026 Q2

Portfolio turnover 17.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

100.27%
of net assets
Stocks99.85%
Cash & short-term0.41%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q1 vs 2025Q4: 7 new8 exited

New: PNFP, SOLS, LLYVK, ALH, FIGR, BETA, Chicago Mercantile Exchange

Exited: Dayforce Inc, CMA, Frontier Communications Parent Inc, Pinnacle Financial Partners Inc, Synovus Financial Corp, Liberty Media Corp-Liberty Live, Chicago Mercantile Exchange, ESC GCI LIBERTY INC SR

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Mar 2023 – Feb 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Sandisk CorpSNDK1.86%$253.48M
Lumentum Holdings IncLITE0.98%$134.32M
Ciena CorpCIEN0.97%$132.91M
Coherent CorpCOHR0.81%$109.98M
Bloom Energy CorpBE0.67%$91.54M
Tapestry IncTPR0.63%$85.98M
FTAI Aviation Ltd0.62%$84.76M
Texas Pacific Land CorpTPL0.60%$81.98M
Omnicom Group IncOMC0.54%$73.50M
TechnipFMC PLC0.53%$72.48M
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Reported price is the fund's own reported value divided by its own reported shares at 2026-02-28 — not a live quote, and not what the fund paid.

Top 10 positions are 8.22% of net assets, top 25 15.07%, across 498 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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