We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. Schwab U.S. REIT ETF SCHH remains a terrific domestic real estate fund because it channels the market's collective expertise with market-cap-weighting, diversifies risk effectively, and sports one of the lowest fees available. The following text is from Dec. 2, 2022.
Schwab US REIT ETF™ SCHH
Morningstar’s Analysis SCHH
Will SCHH outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Prologis Inc | 7.98 | 480.6 Mil | Real Estate |
American Tower Corp | 6.88 | 414.4 Mil | Real Estate |
Welltower Inc | 4.52 | 272.2 Mil | Real Estate |
Equinix Inc | 4.47 | 269.0 Mil | Real Estate |
Simon Property Group Inc | 4.06 | 244.3 Mil | Real Estate |
Realty Income Corp | 3.89 | 234.3 Mil | Real Estate |
Digital Realty Trust Inc | 3.71 | 223.5 Mil | Real Estate |
Public Storage | 3.62 | 217.8 Mil | Real Estate |
Crown Castle Inc | 3.61 | 217.3 Mil | Real Estate |
VICI Properties Inc Ordinary Shares | 2.56 | 154.4 Mil | Real Estate |