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 45.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Prologis Inc | 8.43 | 500.4 Mil | Real Estate |
American Tower Corp | 6.99 | 414.8 Mil | Real Estate |
Equinix Inc | 4.44 | 263.4 Mil | Real Estate |
Welltower Inc | 4.43 | 262.9 Mil | Real Estate |
Simon Property Group Inc | 4.10 | 243.3 Mil | Real Estate |
Realty Income Corp | 3.81 | 225.8 Mil | Real Estate |
Public Storage | 3.70 | 219.4 Mil | Real Estate |
Digital Realty Trust Inc | 3.67 | 217.7 Mil | Real Estate |
Crown Castle Inc | 3.60 | 213.7 Mil | Real Estate |
Extra Space Storage Inc | 2.57 | 152.3 Mil | Real Estate |