USA Passive

Schwab U.S. Mid-Cap Index Fund

​ The fund’s goal is to track the performance of a benchmark index that measures the total return of mid capitalization U.S. stocks.

$16.33

Key Metrics

TER 0.04% per year
Distribution policy Distributing
Fund size USD 2,784 M
Inception date December 20, 2017
Holdings 814
Fund currency USD
Fund domicile US
Provider Schwab
For full official fund details, factsheets, and holdings, visit schwabassetmanagement.com (opens in new tab).

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Current
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$2.79B
Dividend
1.8%
Fees
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Historical Return

Last updated: Oct 15, 2026
1 Year -0.2% +1.8% Div
3 Years (avg.) -0.1% +1.8% Div
5 Years (avg.) 0.0% +1.8% Div

Risk & Analysis Metrics

Last updated: Oct 15, 2026

Volatility

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Max Drawdown

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Sharpe Ratio

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Distributions

*by ETF Portfolio Weight Last updated: Oct 15, 2026

Profit Margin Distribution

< 0%
11%
1y 3y N/A N/A
0 - 5%
16%
1y 3y N/A N/A
5 - 10%
18%
1y 3y N/A N/A
10 - 15%
19%
1y 3y N/A N/A
15 - 20%
14%
1y 3y N/A N/A
20 - 30%
14%
1y 3y N/A N/A
30 - 40%
4%
1y 3y N/A N/A
> 40%
5%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
10%
1y 3y N/A N/A
0 - 10
6%
1y 3y N/A N/A
10 - 15
14%
1y 3y N/A N/A
15 - 20
17%
1y 3y N/A N/A
20 - 25
12%
1y 3y N/A N/A
25 - 35
16%
1y 3y N/A N/A
35 - 50
13%
1y 3y N/A N/A
> 50
11%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.1%
1y 3y N/A N/A
Mid Cap
12.4%
1y 3y N/A N/A
Large Cap
87.1%
1y 3y N/A N/A
Mega Cap
0.5%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Oct 15, 2026
3.4% Top 5 Holdings
6.1% Top 10 Holdings
22.4% Top 50 Holdings
37.2% Top 100 Holdings
Top 5 Companies
SNOW Snowflake Inc
0.7%
MPC Marathon Petroleum Corp
0.7%
NET Cloudflare Inc
0.7%
DDOG Datadog Inc
0.7%
PSX Phillips 66
0.6%

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Sectors

Manufacturing 32.0%
Finance and Insurance 17.6%
Information 9.5%
Utilities 6.1%
Transportation and Warehousing 4.4%
Mining, Quarrying, and Oil and Gas Extraction 3.9%
Professional, Scientific, and Technical Services 3.5%
Retail Trade 3.2%
Wholesale Trade 2.9%
Construction 2.1%
Real Estate and Rental and Leasing 1.9%
Health Care and Social Assistance 1.5%
Administrative and Support and Waste Management and Remediation Services 1.2%
Accommodation and Food Services 1.1%
Arts, Entertainment, and Recreation 0.6%
Financial Services 0.4%
Other Services (except Public Administration) 0.4%
Finance 0.3%
Technology 0.3%
Communication Services 0.2%
Consumer Cyclical 0.2%
Industrials 0.1%
Healthcare 0.1%
Educational Services 0.1%
Consumer Defensive 0.0%
Consumer Services 0.0%
Basic Materials 0.0%
Other 6.4%

Stock Screener

Select filters to narrow down the 771 investments below

771 companies

Limit holdings to companies in a single sector.

$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap
P/E Ratio
Dividends Ratio of dividends in the last 12 months to current share price
Total Investment
Weight

Snowflake Inc - Ordinary Shares - Class A

SNOW - Information

Snowflake Inc - Ordinary Shares - Class A

SNOW - Information
Market Cap $108.25B
P/E Ratio -96.5
Dividends 0.0%
Total Investment $19.86M
Weight 0.71%

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Marathon Petroleum Corp

MPC - Manufacturing

Marathon Petroleum Corp

MPC - Manufacturing
Market Cap $134.25B
P/E Ratio 16.5
Dividends 0.8%
Total Investment $18.82M
Weight 0.68%

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Cloudflare Inc - Ordinary Shares - Class A

NET - Manufacturing

Cloudflare Inc - Ordinary Shares - Class A

NET - Manufacturing
Market Cap $105.44B
P/E Ratio -507.8
Dividends 0.0%
Total Investment $17.82M
Weight 0.64%

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Datadog Inc - Ordinary Shares - Class A

DDOG - Manufacturing

Datadog Inc - Ordinary Shares - Class A

DDOG - Manufacturing
Market Cap $88.73B
P/E Ratio 497.0
Dividends 0.0%
Total Investment $17.8M
Weight 0.64%

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Phillips 66

PSX - Manufacturing

Phillips 66

PSX - Manufacturing
Market Cap $117.54B
P/E Ratio 16.6
Dividends 1.7%
Total Investment $17.16M
Weight 0.62%

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Royal Caribbean Group

RCL - Transportation and Warehousing

Royal Caribbean Group

RCL - Transportation and Warehousing
Market Cap $74.25B
P/E Ratio 17.1
Dividends 2.0%
Total Investment $16.18M
Weight 0.58%

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Simon Property Group, Inc.

SPG - Finance and Insurance

Simon Property Group, Inc.

SPG - Finance and Insurance
Market Cap $66.47B
P/E Ratio 14.5
Dividends 4.3%
Total Investment $14.82M
Weight 0.53%

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Digital Realty Trust Inc

DLR - Finance and Insurance

Digital Realty Trust Inc

DLR - Finance and Insurance
Market Cap $65.28B
P/E Ratio 81.1
Dividends 2.8%
Total Investment $13.8M
Weight 0.50%

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Allstate Corp (The)

ALL - Finance and Insurance

Allstate Corp (The)

ALL - Finance and Insurance
Market Cap $62.68B
P/E Ratio 4.9
Dividends 1.7%
Total Investment $13.7M
Weight 0.49%

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United Rentals, Inc.

URI - Real Estate and Rental and Leasing

United Rentals, Inc.

URI - Real Estate and Rental and Leasing
Market Cap $64.09B
P/E Ratio 24.8
Dividends 0.7%
Total Investment $13.62M
Weight 0.49%

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Robinhood Markets Inc - Ordinary Shares - Class A

HOOD - Finance and Insurance

Robinhood Markets Inc - Ordinary Shares - Class A

HOOD - Finance and Insurance
Market Cap $98.02B
P/E Ratio 47.2
Dividends 0.0%
Total Investment $13.45M
Weight 0.48%

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Hewlett Packard Enterprise Co

HPE - Manufacturing

Hewlett Packard Enterprise Co

HPE - Manufacturing
Market Cap $73.18B
P/E Ratio 27.4
Dividends 1.0%
Total Investment $12.82M
Weight 0.46%

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Discovery Inc - Class A

DISCA - Information

Discovery Inc - Class A

DISCA - Information
Market Cap $0
P/E Ratio -24.4
Dividends 0.0%
Total Investment $12.79M
Weight 0.46%

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Kinder Morgan Inc - Ordinary Shares - Class P

KMI - Transportation and Warehousing

Kinder Morgan Inc - Ordinary Shares - Class P

KMI - Transportation and Warehousing
Market Cap $76.16B
P/E Ratio 21.9
Dividends 3.5%
Total Investment $12.65M
Weight 0.45%

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Comfort Systems USA, Inc.

FIX - Construction

Comfort Systems USA, Inc.

FIX - Construction
Market Cap $50.65B
P/E Ratio 35.4
Dividends 0.2%
Total Investment $12.19M
Weight 0.44%

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W.W. Grainger Inc.

GWW - Wholesale Trade

W.W. Grainger Inc.

GWW - Wholesale Trade
Market Cap $62.68B
P/E Ratio 33.9
Dividends 0.7%
Total Investment $12.14M
Weight 0.44%

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Baker Hughes Co - Ordinary Shares - Class A

BKR - Manufacturing

Baker Hughes Co - Ordinary Shares - Class A

BKR - Manufacturing
Market Cap $55.29B
P/E Ratio 17.7
Dividends 1.7%
Total Investment $12.14M
Weight 0.44%

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Realty Income Corp.

O - Finance and Insurance

Realty Income Corp.

O - Finance and Insurance
Market Cap $53.06B
P/E Ratio 40.9
Dividends 5.8%
Total Investment $12.05M
Weight 0.43%

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Amerisource Bergen Corp.

ABC - Wholesale Trade

Amerisource Bergen Corp.

ABC - Wholesale Trade
Market Cap $65.06B
P/E Ratio 25.2
Dividends 0.7%
Total Investment $11.75M
Weight 0.42%

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Teradyne, Inc.

TER - Manufacturing

Teradyne, Inc.

TER - Manufacturing
Market Cap $50.81B
P/E Ratio 44.3
Dividends 0.2%
Total Investment $11.64M
Weight 0.42%

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