Schwab Mid Ownership
| SCHM Etf | USD 30.08 0.40 1.35% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Schwab |
Schwab Etf Ownership Analysis
Schwab Mid is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Charles Schwab Investment Management, Inc.. The fund has 519 constituents with avarage daily trading value of 839.4 K. The fund charges 0.04 percent management fee with a total expences of 0.04 percent of total asset. The fund created five year return of 10.0%. Schwab Mid Cap maintains 99.87% of assets in stocks. This fund last dividend was 0.168 per share. The index includes the mid-cap portion of the Dow Jones U.S. Schwab US is traded on NYSEARCA Exchange in the United States. To find out more about Schwab Mid Cap ETF contact the company at NA.Sector Exposure (%)
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 Mid , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| RMD | ResMed Inc | Stock | |
| SQ | Block Inc | Stock | |
| SIVB | SVB Financial Group | Stock | |
| VEEV | Veeva Systems Class | Stock | |
| HAS | Hasbro Inc | Stock | |
| TFX | Teleflex Incorporated | Stock | |
| WAB | Westinghouse Air Brake | Stock | |
| LKQ | LKQ Corporation | Stock | |
| IT | Gartner | Stock | |
| AMD | Advanced Micro Devices | Stock | |
| ANSS | ANSYS Inc | Stock | |
| EVRG | Evergy, | Stock | |
| PODD | Insulet | Stock | |
| MPWR | Monolithic Power Systems | Stock | |
| BR | Broadridge Financial Solutions | Stock | |
| CNP | CenterPoint Energy | Stock | |
| ABNB | Airbnb Inc | Stock | |
| HUBS | HubSpot | Stock | |
| FTNT | Fortinet | Stock | |
| FANG | Diamondback Energy | Stock | |
| ZBRA | Zebra Technologies | Stock | |
| RNG | Ringcentral | Stock | |
| ATO | Atmos Energy | Stock | |
| FMC | FMC Corporation | Stock | |
| KLAC | KLA Tencor | Stock | |
| VTRS | Viatris | Stock | |
| GNRC | Generac Holdings | Stock |
Institutional Etf Holders for Schwab Mid
| MOECX | Mainstay Growth Etf | Mutual Fund | |
| MWFCX | Mainstay Equity Etf | Mutual Fund | |
| MWFQX | Mainstay Equity Etf | Mutual Fund | |
| MWFVX | Mainstay Equity Etf | Mutual Fund | |
| MOEAX | Mainstay Growth Etf | Mutual Fund | |
| MOEIX | Mainstay Growth Etf | Mutual Fund | |
| MOERX | Mainstay Growth Etf | Mutual Fund | |
| MWFIX | Mainstay Equity Etf | Mutual Fund | |
| MOEVX | Mainstay Growth Etf | Mutual Fund | |
| MWFAX | Mainstay Equity Etf | Mutual Fund | |
| MDAKX | Mainstay Moderate Etf | Mutual Fund | |
| MDAIX | Mainstay Moderate Etf | Mutual Fund | |
| MDARX | Mainstay Moderate Etf | Mutual Fund | |
| MDAAX | Mainstay Moderate Etf | Mutual Fund | |
| MDAVX | Mainstay Moderate Etf | Mutual Fund | |
| AAANX | Horizon Active Asset | Mutual Fund | |
| HASAX | Horizon Active Asset | Mutual Fund | |
| MNERX | Mainstay Conservative Etf | Mutual Fund | |
| EVAGX | Evaluator Aggressive Rms | Mutual Fund | |
| EVFGX | Evaluator Aggressive Rms | Mutual Fund |
Schwab Mid Outstanding Bonds
Schwab Mid issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Schwab Mid Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Schwab bonds can be classified according to their maturity, which is the date when Schwab Mid Cap ETF has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| SCHWAB CHARLES P Corp BondUS808513AL92 | View | |
| SCHWAB CHARLES P Corp BondUS808513AM75 | View | |
| SCHWAB CHARLES P Corp BondUS808513AU91 | View | |
| SCHW 5 Corp BondUS808513AR62 | View | |
| SCHWAB CHARLES P Corp BondUS808513AQ89 | View | |
| SCHWAB CHARLES P Corp BondUS808513AX31 | View |
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The market value of Schwab Mid Cap 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 Mid's value that differs from its market value or its book value, called intrinsic value, which is Schwab Mid'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 Mid's market value can be influenced by many factors that don't directly affect Schwab Mid'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 Mid's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Mid is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Mid'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.