Schwab Reit Etf Profile

SCHH Etf  USD 23.26  0.15  0.65%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 9

 
High
 
Low
Low
Schwab REIT is trading at 23.26 as of the 28th of November 2024. This is a 0.65 percent increase since the beginning of the trading day. The etf's open price was 23.11. Schwab REIT has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for Schwab REIT ETF are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The index excludes mortgage REITs, defined as REITs that lend money directly to real estate owners andor operators or indirectly through the purchase of mortgages or mortgage-backed securities, and hybrid REITs, defined as REITs that participate both in equity and mortgage investing. More on Schwab REIT ETF

Moving together with Schwab Etf

  0.98VNQ Vanguard Real EstatePairCorr
  0.99XLRE Real EstatePairCorr
  1.0IYR iShares Real EstatePairCorr

Moving against Schwab Etf

  0.43RTL Pacer FinancialPairCorr
  0.43MORE MOREPairCorr

Schwab Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSector ETFs, Real Estate ETFs, Real Estate, Schwab ETFs (View all Sectors)
IssuerCharles Schwab
Inception Date2011-01-12
BenchmarkDow Jones US Select REIT Index
Entity TypeRegulated Investment Company
Asset Under Management8.12 Billion
Average Trading Valume5.08 Million
Asset TypeReal Estate
CategorySector
FocusReal Estate
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCharles Schwab Investment Management, Inc.
AdvisorCharles Schwab Investment Management, Inc.
CustodianState Street Bank and Trust Company
DistributorSEI Investments Distribution Co.
Portfolio ManagerChristopher Bliss, Ferian Juwono, Sabya Sinha
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Dec
ExchangeNYSE Arca, Inc.
Number of Constituents136
Market MakerJane Street
Total Expense0.07
Management Fee0.07
Country NameUSA
Returns Y T D13.96
NameSchwab U.S. REIT ETF
Currency CodeUSD
Open FigiBBG001CSKWZ1
In Threey Volatility21.55
1y Volatility19.99
200 Day M A20.9832
50 Day M A22.7422
CodeSCHH
Updated At27th of November 2024
Currency NameUS Dollar
Schwab REIT ETF [SCHH] is traded in USA and was established 2011-01-13. The fund is listed under Real Estate category and is part of Schwab ETFs family. The entity is thematically classified as Sector ETFs. Schwab REIT ETF at this time have 5.17 B in assets. , while the total return for the last 3 years was 0.9%.
Check Schwab REIT Probability Of Bankruptcy

Schwab REIT ETF Currency Exposure

Schwab REIT ETF holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Schwab REIT will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Schwab REIT ETF.

Top Schwab REIT ETF Etf Constituents

WYWeyerhaeuserStockReal Estate
WELLWelltowerStockReal Estate
SPGSimon Property GroupStockReal Estate
SBACSBA Communications CorpStockReal Estate
PSAPublic StorageStockReal Estate
PLDPrologisStockReal Estate
ORealty IncomeStockReal Estate
INVHInvitation HomesStockReal Estate
More Details

Schwab REIT Top Holders

WMMRXWilmington Multi Manager RealMutual FundWorld Allocation
WMRIXWilmington Multi Manager RealMutual FundWorld Allocation
SWCGXSchwab Markettrack ServativeMutual FundAllocation--30% to 50% Equity
SWBGXSchwab Markettrack BalancedMutual FundAllocation--50% to 70% Equity
SWYNXSchwab Target 2060Mutual FundTarget-Date 2060+
TCTYXTransamerica Cleartrack 2060Mutual FundTarget-Date 2060+
SWYGXSchwab Target 2040Mutual FundTarget-Date 2040
TCTQXTransamerica Cleartrack 2040Mutual FundTarget-Date 2040
More Details

Schwab REIT ETF Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab REIT. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Schwab REIT Against Markets

When determining whether Schwab REIT ETF offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Schwab REIT's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Schwab Reit Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Schwab Reit Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab REIT ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
The market value of Schwab REIT ETF 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 REIT's value that differs from its market value or its book value, called intrinsic value, which is Schwab REIT'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 REIT's market value can be influenced by many factors that don't directly affect Schwab REIT'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 REIT's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab REIT is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab REIT'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.