SCHH

Schwab U.S. REIT ETF

$21.20
+0.00%
Market closed. Last update: 12:37 PM ET

📎 Investment Objective

The Schwab U.S. REIT ETF seeks to track the performance of the Dow Jones Equity All REIT Capped Index, which measures the performance of publicly traded real estate investment trusts (REITs).

Overview

ETF tracking Schwab U.S. REIT ETF

Category Real Estate
Issuer Charles Schwab
Inception Date 2011-01-13
Market Cap $8.2B
Average Volume N/A
Dividend Yield 3.09%
52-Week Range $18.94 - $23.26
VWAP $21.15

Performance

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Investment Summary

📎 Investment Objective

The Schwab U.S. REIT ETF seeks to track the performance of the Dow Jones Equity All REIT Capped Index, which measures the performance of publicly traded real estate investment trusts (REITs).

🎯 Investment Strategy

The fund invests in a representative sample of securities included in the underlying index in an attempt to replicate its performance. It primarily holds equity REITs that invest in different types of real estate across the U.S. market.

✨ Key Features

  • Provides exposure to a diversified portfolio of U.S. REITs
  • Seeks to track the performance of the Dow Jones Equity All REIT Capped Index
  • Relatively low expense ratio of 0.00%
  • Suitable for investors seeking real estate exposure in their portfolio

⚠️ Primary Risks

  • Concentration risk as the fund is focused on the real estate sector
  • Sensitivity to changes in interest rates and economic conditions that impact the real estate market
  • Potential for higher volatility compared to broader market indexes
  • Liquidity risk as some REIT holdings may have lower trading volumes

👤 Best For

This ETF may be suitable for investors seeking exposure to the U.S. real estate market as part of a diversified portfolio. It could be particularly appealing to those with a long-term investment horizon who are comfortable with the risks associated with the real estate sector.