Schwab U.S. Mid-Cap ETF™

Shareclass
Schwab US Mid-Cap ETF™ (SCHM)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Schwab U.S. Mid-Cap ETF™

FUND COVERAGE
# of holdings488
% of assets98%
Score
44 / 100
Rank

64.5 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #386 out of 1,085

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

23 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. The Interpublic Group of Companies Inc
         % of fund invested: 0.21%
         $USD invested: $24.82M
  • 2. Hologic Inc
         % of fund invested: 0.36%
         $USD invested: $43.34M
  • 3. JM Smucker Co
         % of fund invested: 0.24%
         $USD invested: $28.79M
  • 4. New York Times Co Class A
         % of fund invested: 0.2%
         $USD invested: $24.27M
  • 5. VF Corp
         % of fund invested: 0.1%
         $USD invested: $12.16M
  • 6. Ralph Lauren Corp Class A
         % of fund invested: 0.28%
         $USD invested: $32.94M
  • 7. Coty Inc Class A
         % of fund invested: 0.03%
         $USD invested: $3.79M
  • 8. Science Applications International Corp
         % of fund invested: 0.09%
         $USD invested: $11.31M
  • 9. Hasbro Inc
         % of fund invested: 0.22%
         $USD invested: $26.88M
  • 10. Etsy Inc
         % of fund invested: 0.14%
         $USD invested: $16.18M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Trump Media & Technology Group Corp
         % of fund invested: 0.05%
         $USD invested: $6.49M
  • 2. TKO Group Holdings Inc
         % of fund invested: 0.29%
         $USD invested: $34.15M
  • 3. Rithm Capital Corp
         % of fund invested: 0.13%
         $USD invested: $15.36M
  • 4. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: 0.4%
         $USD invested: $47.33M
  • 5. FTAI Aviation Ltd
         % of fund invested: 0.42%
         $USD invested: $50.49M
  • 6. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.16%
         $USD invested: $18.83M
  • 7. GameStop Corp Class A
         % of fund invested: 0.2%
         $USD invested: $24.49M
  • 8. RBC Bearings Inc
         % of fund invested: 0.28%
         $USD invested: $33.68M
  • 9. IonQ Inc Class A
         % of fund invested: 0.39%
         $USD invested: $47.08M
  • 10. BridgeBio Pharma Inc
         % of fund invested: 0.24%
         $USD invested: $28.1M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Schwab U.S. Mid-Cap ETF™

Totals

Holdings
Assets
Weight
Prisons
4
$88.26M
0.74%
     Prisons high risk
1
$26.87M
0.22%
     Private prisons
0
$0
0%
Borders
10
$241.23M
2.02%
     Borders high risk
5
$116.49M
0.97%
Total
10
$241.23M
2.02%
Full fund results

Holdings — 10 flagged holdings

1.
Textron Inc
Borders
$37.31M
0.31%
Borders :
$37.31M
0.31%
2.
CACI International Inc Class A
Borders
$32.66M
0.27%
Borders :
$32.66M
0.27%
3.
AeroVironment Inc
Borders
$30.69M
0.26%
Borders :
$30.69M
0.26%
4.
First Horizon Corp
Prisons
Borders
$28.05M
0.23%
Prisons
Borders :
$28.05M
0.23%
5.
Booz Allen Hamilton Holding Corp Class A
Borders
$26.91M
0.23%
Borders :
$26.91M
0.23%
6.
Aramark
Prisons
Borders
$26.87M
0.22%
Prisons
Borders :
$26.87M
0.22%
7.
Pinnacle Financial Partners Inc
Prisons
Borders
$17.17M
0.14%
Prisons
Borders :
$17.17M
0.14%
8.
Synovus Financial Corp
Prisons
Borders
$16.17M
0.14%
Prisons
Borders :
$16.17M
0.14%
9.
KBR Inc
Borders
$14.1M
0.12%
Borders :
$14.1M
0.12%
10.
Science Applications International Corp
Borders
$11.31M
0.09%
Borders :
$11.31M
0.09%
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