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SCHH - AI Analysis
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Schwab U.S. REIT ETF (SCHH)
Rating:71Outperform
Price Target:
$23.00
Positive Factors
Strong Top Holdings
Several major holdings, such as Welltower and Prologis, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it a cost-effective choice for investors.
Focused Sector Exposure
The ETF's concentration in real estate provides targeted exposure to a sector that can offer stable income and growth potential.
Negative Factors
Over-Concentration in Real Estate
Nearly all assets are allocated to the real estate sector, which limits diversification and increases vulnerability to sector-specific risks.
Weak Performance in Some Holdings
Certain top holdings, like Equinix and Digital Realty, have underperformed year-to-date, potentially dragging down overall returns.
Minimal Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering little exposure to international markets and their growth opportunities.
SCHH vs. SPDR S&P 500 ETF (SPY)
AUM8.34B
RegionNorth America
Expense Ratio0.07%
Beta0.59
IssuerSchwab
Inception DateJan 13, 2011
Dividend Yield3.12%
Asset ClassEquity
Index TrackedDow Jones Equity All REIT Capped
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,035,060
30 Day Avg. Volume9,009,367
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
24.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering123
SCHH Summary
The Schwab U.S. REIT ETF (SCHH) is an investment fund that focuses on Real Estate Investment Trusts (REITs), which are companies that own and manage income-generating properties like apartments, office buildings, and warehouses. It follows the Dow Jones Equity All REIT Capped Index and includes well-known companies like Prologis and American Tower. Investors might consider SCHH for its potential to provide steady income and diversification, as real estate often behaves differently from stocks and bonds. However, new investors should be aware that its performance is closely tied to the U.S. real estate market, which can be affected by economic cycles and interest rate changes.
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
The Schwab U.S. REIT ETF (SCHH) is firmly rooted in the U.S. real estate sector, with a focus on income-generating REITs. Prologis and Welltower are driving the fund’s performance, benefiting from strong leasing activity and strategic growth. Realty Income adds steady momentum with its robust cash flow and European expansion. However, American Tower and Digital Realty are lagging, weighed down by valuation concerns and debt management challenges. With nearly all holdings concentrated in real estate, this ETF offers a targeted play on the U.S. property market, balancing growth opportunities with sector-specific risks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 8.93% | $727.71M | $124.14B | 34.10% | 77 Outperform | |
| Prologis | 8.64% | $704.55M | $118.13B | 10.00% | 79 Outperform | |
| American Tower | 6.09% | $495.95M | $84.01B | -15.96% | 65 Neutral | |
| Equinix | 4.79% | $390.41M | $81.80B | -8.25% | 79 Outperform | |
| Simon Property | 4.35% | $354.85M | $56.60B | 2.50% | 74 Outperform | |
| Digital Realty | 4.12% | $335.39M | $58.23B | -4.20% | 69 Neutral | |
| Realty Income | 4.10% | $333.99M | $52.95B | -2.46% | 72 Outperform | |
| Public Storage | 3.51% | $285.83M | $49.28B | -14.65% | 68 Neutral | |
| Crown Castle | 3.09% | $251.64M | $39.77B | -15.04% | 46 Neutral | |
| Ventas | 2.44% | $198.50M | $34.65B | 13.54% | 74 Outperform |
SCHH Technical Analysis
Negative
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Price Trends
21.37
Negative
21.21
Negative
21.02
Positive
Market Momentum
-0.02
Positive
42.86
Neutral
15.66
Positive
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 21.37, equal to the 50-day MA of 21.37, and equal to the 200-day MA of 21.02, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 42.86 is Neutral, neither overbought nor oversold. The STOCH value of 15.66 is Positive, 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
21.09
-0.35
-1.63%
XLRE
Real Estate Select Sector SPDR Fund
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IYR
iShares U.S. Real Estate ETF
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USRT
iShares Core U.S. REIT ETF
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ICF
iShares Cohen & Steers REIT ETF
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RWR
SPDR Dow Jones REIT 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.
Disclaimer
This 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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