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Upturn AI SWOT - About
Schwab U.S. REIT ETF (SCHH)
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Upturn Advisory Summary
07/11/2025: SCHH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 15.85% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/11/2025 |
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 the Dow Jones Equity All REIT Capped Index. It provides exposure to U.S. real estate investment trusts (REITs), focusing on companies that own and operate income-producing real estate.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a strong track record in the ETF market.
Management Expertise
Schwab has a dedicated and experienced team managing its ETF offerings, known for their passive investment strategies.
Investment Objective
Goal
To track the total return of the Dow Jones Equity All REIT Capped Index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the Dow Jones Equity All REIT Capped Index.
Composition Holds stocks of publicly traded REITs in the United States.
Market Position
Market Share: The exact market share fluctuates, but SCHH is a significant player in the REIT ETF market.
Total Net Assets (AUM): 4490000000
Competitors
Key Competitors
- VNQ
- IYR
- REM
Competitive Landscape
The REIT ETF market is competitive, with several large players offering similar exposure. SCHH benefits from Schwab's low-cost structure and brand recognition, while competitors like VNQ have larger AUM and longer track records. A disadvantage to SCHH is the focus on U.S. REITs only, while some competitors are more diversified geographically.
Financial Performance
Historical Performance: Historical performance varies depending on the time period and market conditions. Reviewing long-term data provides the best overview.
Benchmark Comparison: The ETF's performance is expected to closely track the Dow Jones Equity All REIT Capped Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume is substantial, allowing for easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, inflation, and real estate market conditions significantly impact SCHH's performance.
Growth Trajectory
Growth depends on the overall health of the REIT sector and investor demand for real estate exposure. There have been no recent changes in strategy.
Moat and Competitive Advantages
Competitive Edge
SCHH's primary competitive advantage is its low expense ratio, making it an attractive option for cost-conscious investors seeking REIT exposure. The ETF also benefits from Schwab's established brand and distribution network. While other REIT ETFs may offer slightly different index construction or diversification, SCHH's simplicity and low cost provide a strong value proposition. The passive tracking of a well-known index also ensures transparency and predictable performance relative to the REIT market. This low cost allows investors to capture a similar return compared to the competition with a smaller percentage of capital used for the expense ratio.
Risk Analysis
Volatility
SCHH's volatility is correlated with the REIT sector, which can be sensitive to interest rate changes and economic cycles.
Market Risk
Specific risks include interest rate risk, property market risk, and concentration risk within the REIT sector. If the economy enters a downturn, it can cause properties owned by the REITs held in the ETF to decline in value.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the U.S. real estate market through REITs, particularly those who are cost-conscious and prefer passive investment strategies.
Market Risk
Suitable for long-term investors seeking income and diversification, as well as those looking for a tactical allocation to real estate.
Summary
The Schwab U.S. REIT ETF (SCHH) offers a low-cost way to invest in the U.S. REIT market. It tracks the Dow Jones Equity All REIT Capped Index and provides exposure to a broad range of income-producing real estate companies. Its low expense ratio makes it competitive in the REIT ETF landscape. Investors should consider the risks associated with REITs, including interest rate sensitivity and property market fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly and may impact the accuracy of the data. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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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