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Upturn AI SWOT - About
Schwab U.S. REIT ETF (SCHH)
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Upturn Advisory Summary
08/28/2025: SCHH (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.65% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 18.12 - 22.99 | Updated Date 06/29/2025 |
52 Weeks Range 18.12 - 22.99 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab U.S. REIT ETF
ETF Overview
Overview
The Schwab U.S. REIT ETF (SCHH) seeks to track the total return of an index composed of U.S. REITs. It provides exposure to a broad range of real estate investment trusts, offering a diversified investment in the real estate sector.
Reputation and Reliability
Schwab is a well-established and reputable financial services company with a strong track record in the ETF market, known for low-cost index tracking funds.
Management Expertise
Schwab Asset Management has extensive experience managing index-tracking ETFs, leveraging a disciplined and efficient approach to portfolio construction and management.
Investment Objective
Goal
To track the total return of an index composed of U.S. Real Estate Investment Trusts (REITs).
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Dow Jones Equity All REIT Capped Index.
Composition The ETF holds stocks of U.S. REITs across various property sectors, including retail, residential, office, and industrial REITs.
Market Position
Market Share: SCHH holds a significant, but not dominating, market share within the US REIT ETF category.
Total Net Assets (AUM): 4000000000
Competitors
Key Competitors
- Vanguard Real Estate ETF (VNQ)
- iShares Cohen & Steers REIT ETF (ICF)
- Real Estate Select Sector SPDR Fund (XLRE)
Competitive Landscape
The REIT ETF market is competitive, with VNQ holding the largest market share. SCHH benefits from Schwab's low-cost structure, potentially attracting cost-conscious investors. ICF offers a more concentrated portfolio which may attract different kinds of investors. SCHH's main disadvantage is its smaller AUM compared to VNQ.
Financial Performance
Historical Performance: Historical performance varies with economic cycles and interest rate environments. Past performance is not indicative of future results.
Benchmark Comparison: SCHH's performance closely tracks its benchmark, the Dow Jones Equity All REIT Capped Index, with minor deviations due to expense ratio and tracking error.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
SCHH exhibits good liquidity with a reasonably high average daily trading volume, facilitating ease of buying and selling shares.
Bid-Ask Spread
SCHH typically maintains a tight bid-ask spread, indicating efficient trading and minimal transaction costs.
Market Dynamics
Market Environment Factors
SCHH's performance is influenced by factors such as interest rates, economic growth, inflation, and real estate market conditions.
Growth Trajectory
SCHH's growth is tied to the overall health of the U.S. REIT market, with potential for expansion during periods of economic growth and low interest rates.
Moat and Competitive Advantages
Competitive Edge
SCHH benefits from Schwab's brand recognition and low-cost structure. Its passive index-tracking approach provides broad exposure to the U.S. REIT market, offering diversification and simplicity. The low expense ratio makes it attractive to cost-conscious investors. However, it lacks the active management strategies that might outperform the index in certain market conditions.
Risk Analysis
Volatility
SCHH's volatility is comparable to that of the broader REIT market, influenced by interest rate sensitivity and economic cycles.
Market Risk
SCHH is subject to market risk associated with the real estate sector, including interest rate risk, property-specific risks, and macroeconomic factors.
Investor Profile
Ideal Investor Profile
SCHH is suitable for investors seeking diversified exposure to the U.S. REIT market for income generation and potential capital appreciation.
Market Risk
SCHH is best suited for long-term investors seeking a passive, low-cost approach to investing in REITs.
Summary
Schwab U.S. REIT ETF (SCHH) offers a low-cost, passively managed way to invest in a broad portfolio of U.S. REITs. It seeks to replicate the Dow Jones Equity All REIT Capped Index. It benefits from Schwab's strong reputation and low expense ratio, appealing to cost-conscious, long-term investors. Market risk exists due to the fund's sensitivity to economic cycles and interest rates. It is a suitable choice for investors looking to diversify their portfolios with real estate exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data may be approximate and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab U.S. REIT ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index excludes mortgage REITs, defined as REITs that lend money directly to real estate owners and/or 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. It is the fund"s policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.
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