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Upturn AI SWOT - About
Schwab U.S. REIT ETF (SCHH)
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Upturn Advisory Summary
04/01/2025: SCHH (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental 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 3.04% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 6215647 | Beta 1.13 | 52 Weeks Range 17.88 - 23.16 | Updated Date 04/2/2025 |
52 Weeks Range 17.88 - 23.16 | Updated Date 04/2/2025 |
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, a benchmark that measures the performance of publicly traded real estate investment trusts (REITs) in the U.S. It provides exposure to a broad range of REITs across various property sectors. The investment strategy is to passively replicate the index.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm known for its low-cost ETF offerings.
Management Expertise
Schwab has a dedicated and experienced team managing its ETF products, leveraging established indexing methodologies.
Investment Objective
Goal
To track the total return of the Dow Jones Equity All REIT Capped Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Dow Jones Equity All REIT Capped Index.
Composition The ETF primarily holds stocks of U.S. REITs across various property sectors.
Market Position
Market Share: Data unavailable without live financial data.
Total Net Assets (AUM): 5460000000
Competitors
Key Competitors
- Vanguard Real Estate ETF (VNQ)
- iShares Core U.S. REIT ETF (USRT)
- Real Estate Select Sector SPDR Fund (XLRE)
Competitive Landscape
The REIT ETF market is competitive, with several large players. SCHH offers a low expense ratio, giving it a cost advantage. However, VNQ has a significantly larger AUM and higher trading volume, providing superior liquidity. XLRE offers slightly different sector weightings, potentially attracting investors with specific views on REIT sub-sectors.
Financial Performance
Historical Performance: Historical performance data requires real-time access and is not available here.
Benchmark Comparison: Benchmark comparison requires real-time access and is not available here.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, evidenced by its average trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, resulting in a relatively low trading cost.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth, along with the overall health of the real estate market, significantly affect SCHH.
Growth Trajectory
SCHH's growth is tied to the performance of the underlying REITs and investor demand for real estate exposure. Changes in interest rate expectations can cause volatility.
Moat and Competitive Advantages
Competitive Edge
SCHH's primary advantage is its low expense ratio, making it an attractive option for cost-conscious investors seeking broad REIT exposure. Schwab's strong brand and established ETF platform also contribute to its appeal. However, its smaller AUM compared to VNQ and XLRE might affect liquidity for very large trades. It provides a simple, cost-effective way to participate in the REIT market.
Risk Analysis
Volatility
SCHH's volatility is influenced by fluctuations in the real estate market and interest rate sensitivity.
Market Risk
SCHH is subject to market risk, particularly related to interest rate increases, economic downturns, and changes in property valuations.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to the real estate sector for diversification or income, with a focus on low costs. Suitable for investors who understand REITs and their sensitivity to interest rates.
Market Risk
SCHH is suitable for long-term investors seeking passive exposure to the REIT sector, particularly those focused on minimizing expenses.
Summary
Schwab U.S. REIT ETF (SCHH) offers a low-cost and efficient way to invest in a diversified portfolio of U.S. REITs. It tracks the Dow Jones Equity All REIT Capped Index and is designed for long-term investors seeking real estate exposure. Its low expense ratio makes it competitive, although its AUM is smaller than some of its peers. The ETF is sensitive to interest rate fluctuations and economic conditions affecting the real estate sector. SCHH is most suitable for investors who are comfortable with the risks associated with REITs and have a long-term investment horizon.
Similar Companies
- VNQ
- USRT
- XLRE
- REM
- IYR
Sources and Disclaimers
Data Sources:
- Schwab official website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research before making any investment decisions. Market share and historical data may vary and are 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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