SCHWAB U.S. MID-CAP ETF
Symbol: SCHM
Exchange: NYSE
Sector: Technology
Category: Mid-Cap Blend
Inception date: 13/01/2011
Latest date: 20/07/2026
Current price: $34.79
Expense ratio: 0.03%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
-4.03%
Ann. -43.33% (Sharpe / Sortino numerator)
Volatility
23.37%
Sharpe ratio
-2.010
VaR 95%
-2.19%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
2.84%
Ann. 12.70% (Sharpe / Sortino numerator)
Volatility
18.42%
Sharpe ratio
0.492
VaR 95%
-1.98%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
10.28%
Ann. 11.21% (Sharpe / Sortino numerator)
Volatility
17.18%
Sharpe ratio
0.441
VaR 95%
-1.89%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
23.54%
Ann. 19.10% (Sharpe / Sortino numerator)
Volatility
21.09%
Sharpe ratio
0.733
VaR 95%
-1.84%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
33.37%
Ann. 9.96% (Sharpe / Sortino numerator)
Volatility
18.72%
Sharpe ratio
0.338
VaR 95%
-1.88%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
48.86%
Ann. 13.19% (Sharpe / Sortino numerator)
Volatility
17.63%
Sharpe ratio
0.543
VaR 95%
-1.73%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.
Average daily return
0.09%
Best day
3.304%
Worst day
-2.727%
Days with data
250
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 20/07/2026 | $35.16 | $35.24 | $34.76 | $34.79 | 594,400 |
| 17/07/2026 | $34.82 | $35.32 | $34.80 | $34.99 | 1,195,600 |
| 16/07/2026 | $35.10 | $35.50 | $35.07 | $35.19 | 1,005,100 |
| 15/07/2026 | $35.62 | $35.67 | $35.01 | $35.38 | 986,300 |
| 14/07/2026 | $35.76 | $35.83 | $35.49 | $35.57 | 675,700 |
| 13/07/2026 | $35.61 | $35.76 | $35.27 | $35.38 | 656,800 |
| 10/07/2026 | $35.76 | $35.92 | $35.51 | $35.81 | 764,700 |
| 09/07/2026 | $35.62 | $36.07 | $35.60 | $35.82 | 736,500 |
| 08/07/2026 | $35.28 | $35.39 | $34.85 | $35.27 | 683,200 |
| 07/07/2026 | $35.89 | $35.99 | $35.33 | $35.53 | 862,700 |