Schwab U.S. Mid-Cap ETF™
Shareclass
Schwab US Mid-Cap ETF™ (SCHM)
Type
Exchange-traded fund
Manager
Gender equality score
45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 357 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Schwab U.S. Mid-Cap ETF™ SCHM
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. The Interpublic Group of Companies Inc0.21% of assets$23.63M invested
- 2. Etsy Inc0.15% of assets$16.52M invested
- 3. JM Smucker Co0.28% of assets$31.75M invested
- 4. New York Times Co Class A0.22% of assets$24.67M invested
- 5. Coty Inc Class A0.04% of assets$4.78M invested
- 6. Science Applications International Corp0.13% of assets$14.96M invested
- 7. Hasbro Inc0.21% of assets$23.18M invested
- 8. Jones Lang LaSalle Inc0.25% of assets$28.01M invested
- 9. Lyft Inc Class A0.13% of assets$14.9M invested
- 10. WEX Inc0.11% of assets$12.32M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Trump Media & Technology Group Corp0.05% of assets$5.21M invested
- 2. TKO Group Holdings Inc0.25% of assets$27.86M invested
- 3. Rithm Capital Corp0.14% of assets$15.39M invested
- 4. Astera Labs Inc0.05% of assets$5.05M invested
- 5. Liberty Broadband Corp Registered Shs Series -C-0.28% of assets$31.91M invested
- 6. FTAI Aviation Ltd0.28% of assets$31.84M invested
- 7. RBC Bearings Inc0.27% of assets$30.32M invested
- 8. Matador Resources Co0.12% of assets$13.22M invested
- 9. Chemed Corp0.2% of assets$22.83M invested
- 10. U-Haul Holding Co Ordinary Shares - Series N0.15% of assets$16.86M invested
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Financial performance
Performance data provided by
Find more financial data on SCHM at Morningstar.com
Find more financial data on SCHM at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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