SCHH - ETF AI Analysis
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Schwab U.S. REIT ETF (SCHH)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its real estate holdings.
Leading REIT Holdings
Many of the largest positions, such as Welltower, Equinix, and Iron Mountain, have delivered strong year-to-date results, helping drive the fund’s overall performance.
Low Expense Ratio
The fund’s very low annual fee means investors keep more of the returns generated by the underlying REITs.
Negative Factors
High Concentration in Top Holdings
A significant portion of the portfolio is tied up in a few large REITs, which increases the impact if any of these companies run into trouble.
Single-Sector Focus
Almost all assets are in the real estate sector, so the ETF is heavily exposed to downturns in the property and REIT market.
Limited Geographic Diversification
With nearly all exposure in U.S. real estate, the fund offers little protection from risks specific to the U.S. economy and property market.
SCHH vs. SPDR S&P 500 ETF (SPY)
AUM10.59B
RegionNorth America
Expense Ratio0.07%
Beta0.46
IssuerSchwab
Inception DateJan 13, 2011
Dividend Yield3.05%
Asset ClassEquity
Index TrackedDow Jones Equity All REIT Capped
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,064,296
30 Day Avg. Volume7,243,024
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
26.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering120
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHH Summary
SCHH is the Schwab U.S. REIT ETF, which follows the Dow Jones Equity All REIT Capped Index and focuses on U.S. real estate investment trusts (REITs). These are companies that own income-producing properties like apartments, shopping centers, warehouses, and data centers. Well-known holdings include Prologis and Simon Property Group. Investors might consider SCHH for diversification and potential income from real estate without having to buy properties directly. A key risk is that it is heavily tied to the real estate market, so its value can go up or down with changes in property prices, interest rates, and the broader economy.
How much will it cost me?The Schwab U.S. REIT ETF (SCHH) has an expense ratio of 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs down for investors.
What would affect this ETF?The Schwab U.S. REIT ETF (SCHH) could benefit from a strong U.S. real estate market, driven by economic growth, increasing demand for commercial and residential properties, and its focus on income-generating REITs. However, rising interest rates or economic slowdowns could negatively impact real estate values and REIT performance, as higher borrowing costs and reduced consumer spending may affect property demand. The ETF's reliance on U.S.-based holdings also makes it vulnerable to domestic economic and regulatory changes.
SCHH Top 10 Holdings
SCHH is a pure play on U.S. real estate, and its story right now is a tug-of-war between rising and lagging REITs. Healthcare names like Welltower and Ventas have been steady drivers this year, helping to prop up returns, while logistics giant Prologis has lost some momentum lately. On the tech-leaning side, data-center players Equinix and Digital Realty are quietly powering ahead, offsetting weakness from American Tower and a slumping Realty Income. Overall, the fund is highly concentrated in U.S. REITs, with meaningful exposure to healthcare, industrial, and digital infrastructure themes.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 9.97% | $1.05B | $159.37B | 33.34% | 77 Outperform | |
| Prologis | 8.74% | $916.19M | $123.39B | 12.97% | 76 Outperform | |
| Equinix | 4.90% | $513.62M | $101.81B | 25.09% | 73 Outperform | |
| Digital Realty | 4.76% | $498.33M | $66.95B | 4.50% | 69 Neutral | |
| American Tower | 4.65% | $487.64M | $77.43B | -10.03% | 71 Outperform | |
| Simon Property | 4.55% | $476.97M | $63.93B | 11.61% | 70 Outperform | |
| Realty Income | 3.83% | $401.81M | $50.48B | -7.02% | 70 Outperform | |
| Public Storage | 3.60% | $377.39M | $52.69B | -2.89% | 73 Outperform | |
| Vivmark Residential | 3.24% | $339.61M | $45.88B | -3.21% | 70 Outperform | |
| Ventas | 3.12% | $326.79M | $41.97B | 20.78% | 68 Neutral |
SCHH Technical Analysis
Negative
―
Price Trends
23.12
Negative
23.40
Negative
22.61
Negative
Market Momentum
-0.35
Negative
43.08
Neutral
39.04
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHH, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 22.33, equal to the 50-day MA of 23.12, and equal to the 200-day MA of 22.61, indicating a bearish trend. The MACD of -0.35 indicates Negative momentum. The RSI at 43.08 is Neutral, neither overbought nor oversold. The STOCH value of 39.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SCHH.
SCHH Peer Comparison
Comparison Results
Performance Comparison
SCHH
Schwab U.S. REIT ETF
22.22
1.89
9.30%
VGT
Vanguard Information Technology ETF
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XLK
Technology Select Sector SPDR Fund
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XLF
Financial Select Sector SPDR Fund
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SOXX
iShares Semiconductor ETF
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VNQ
Vanguard Real Estate ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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