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Schwab US REIT ETF™ SCHH

Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHH

Will SCHH outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

One of the best real estate funds available.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Schwab U.S. REIT ETF SCHH is a terrific domestic real estate fund. It channels the market's collective expertise with market-cap-weighting, diversifies risk effectively, and sports one of the lowest fees available. The fund should measure up well to its peers over the long run, meriting a Morningstar Analyst Rating of Silver.

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Portfolio Holdings SCHH

  • Current Portfolio Date
  • Equity Holdings 121
  • Bond Holdings 1
  • Other Holdings 2
  • % Assets in Top 10 Holdings 45.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

9.38
504,868,432
Real Estate

American Tower Corp

6.92
372,199,174
Real Estate

Equinix Inc

5.73
308,432,726
Real Estate

Welltower Inc

3.85
207,047,178
Real Estate

Public Storage

3.82
205,566,760
Real Estate

Crown Castle Inc

3.61
194,424,286
Real Estate

Digital Realty Trust Inc

3.32
178,515,342
Real Estate

Simon Property Group Inc

3.27
175,786,075
Real Estate

Realty Income Corp

3.26
175,346,987
Real Estate

VICI Properties Inc Ordinary Shares

2.71
145,608,565
Real Estate