Schwab US REIT ETFSCHH
SCHH
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
78% more funds holding in top 10
Funds holding in top 10: 9 [Q2] → 16 (+7) [Q3]
64% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 42
6% more funds holding
Funds holding: 466 [Q2] → 493 (+27) [Q3]
4% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 174
10% less capital invested
Capital invested by funds: $5.1B [Q2] → $4.6B (-$492M) [Q3]
22.09% less ownership
Funds ownership: 79.65% [Q2] → 57.56% (-22.09%) [Q3]
74% less call options, than puts
Call options by funds: $514K | Put options by funds: $1.96M
Research analyst outlook
We haven’t received any recent analyst ratings for SCHH.
Financial journalist opinion
Based on 3 articles about SCHH published over the past 30 days
Negative
Seeking Alpha
1 day ago
Very Bad News For REITs
Trump's election victory is bad news for many REITs. His policies are perceived to be inflationary. As a result, interest rates may remain higher for longer.
Neutral
Seeking Alpha
2 weeks ago
At-The-Market Issuance By U.S. REITs Hits All-Time Quarterly High In Q3 2024
Total proceeds raised by US equity real estate investment trusts through at-the-market offering programs rocketed to an all-time high in the third quarter. US REITs raised an aggregate of $7.21 billion in proceeds through their at-the-market programs during the quarter. By property sector, healthcare REITs raised the most capital through their ATM programs during the quarter, at $2.65 billion.
Positive
Seeking Alpha
3 weeks ago
REITs: Key Demographic Trends Driving Opportunity
Understanding long-term demographic trends is crucial for real estate investments, with population growth and density significantly impacting property values. The aging U.S. population will drive demand for healthcare and medical office REITs, which offer better value than senior housing REITs. Investing in medium-density areas like Florida, Texas, and Denver can yield long-term gains as these regions experience population and income growth.
Neutral
Seeking Alpha
1 month ago
SCHD Vs. SCHH: REIT Is SCHD's Achilles Heel
This article downgrades SCHD to HOLD and reiterates my BUY rating on SCHH due to changes in interest rates and future rate outlook. Due to recent rate cuts, the REIT sector is one of the most attractively valued sectors on our Market Sector Dashboard. SCHD is a solid candidate in this expensive market, with high-quality holdings and reasonable valuation.
Neutral
Seeking Alpha
1 month ago
SCHD Vs. SCHH: Complementary ETFs, But You Can Do Better
SCHD has one flaw. It has no exposure to real estate. SCHH can fill this void, but it also some issues.
Positive
Seeking Alpha
1 month ago
SCHH: The Rate-Rise Scare Is A Buying Opportunity
REITs have underperformed so far in 2024 amid a roller coaster ride in interest rates. SCHH features a low cost, high liquidity, and a new uptrend. With a decent valuation, the current pullback, caused by a rise in interest rates, is an opportunity when looking through 2025.
Positive
Seeking Alpha
1 month ago
An Inflection Point In Residential Real Estate
Residential real estate supply is limited due to construction costs relative to NOI. In 2025 and 2026, housing will be increasingly undersupplied. The undersupply should drive up property revenues until such a point that development becomes viable.
Positive
Seeking Alpha
2 months ago
Perspectives: Listed REITs - Fall Edition
Public REITs have benefited from a great rotation within equity markets since the end of June, with U.S. REITs returning 13.2% vs. S&P 500 3.7%. Clear evidence of a growth slowdown and moderating inflation has increased the market's conviction Fed rate cuts are imminent. REITs in sectors such as senior housing, single-family rental, cold warehouse storage, and wireless towers are a compelling opportunity with visible, defensive cash flows that offer attractive growth under a variety of economic outcomes.
Positive
MarketBeat
2 months ago
REITs on the Rise After Rate Cuts: Where to Invest Now
The Federal Reserve's rate cuts should benefit the real estate market. Lower interest rates mean lower mortgage costs for buyers and an added incentive to sell for homeowners not eager to trade in a low-rate mortgage for a higher one.
Positive
Seeking Alpha
4 months ago
SCHH: Diverse Exposure To Real Estate But Lacks Dividend Growth
Schwab US REIT ETF offers exposure to real estate sector with low expense ratio, modest dividend yield, and diverse holdings strategy. The dividend yield sits at a modest 3%. However, dividend growth has historically been lacking. SCHH may benefit from future interest rate cuts as the underlying assets will be able to access debt capital at more affordable rates.
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