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 45.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Prologis Inc | 8.00 | 493.4 Mil | Real Estate |
American Tower Corp | 7.01 | 432.2 Mil | Real Estate |
Welltower Inc | 4.62 | 284.6 Mil | Real Estate |
Simon Property Group Inc | 4.06 | 250.1 Mil | Real Estate |
Equinix Inc | 4.05 | 249.5 Mil | Real Estate |
Realty Income Corp | 3.97 | 245.0 Mil | Real Estate |
Digital Realty Trust Inc | 3.75 | 231.3 Mil | Real Estate |
Public Storage | 3.67 | 226.3 Mil | Real Estate |
Crown Castle Inc | 3.58 | 221.0 Mil | Real Estate |
Extra Space Storage Inc | 2.60 | 160.1 Mil | Real Estate |