Schwab US REIT ETFSCHH
SCHH
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
36% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 50
21% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 162
1% more funds holding
Funds holding: 499 [Q3] → 506 (+7) [Q4]
2% less capital invested
Capital invested by funds: $4.61B [Q3] → $4.52B (-$95.2M) [Q4]
1.13% less ownership
Funds ownership: 57.64% [Q3] → 56.51% (-1.13%) [Q4]
25% less funds holding in top 10
Funds holding in top 10: 16 [Q3] → 12 (-4) [Q4]
75% less call options, than puts
Call options by funds: $423K | Put options by funds: $1.72M
Research analyst outlook
We haven’t received any recent analyst ratings for SCHH.
Financial journalist opinion
Neutral
Seeking Alpha
1 week ago
How To Avoid The Worst Sector ETFs For Q1 2025
ETF issuance is profitable for Wall Street, leading to an oversupply of ETFs not necessarily in investors' best interests. We leverage our data to identify three red flags you can use to avoid the worst ETFs. Invest in ETFs with total annual costs below 0.53% to ensure you are paying average or below-average fees.
Negative
Seeking Alpha
2 weeks ago
The State Of REITs: February 2025 Edition
After a brutal December (-6.85%), the REIT sector averaged negative total returns again in January (-1.29%). Large cap (+0.30%) and mid cap REITs (+0.09%) averaged small gains in January, whereas small caps (-0.95%) and micro caps (-7.80%) started the year in the red. Only 42.58% of REIT securities had a positive total during the first month of 2025.
Positive
Seeking Alpha
1 month ago
What We're Watching This REIT Earnings Season
Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. Following a year-end tumble that lingered into early 2025, REITs enter earnings season with a bit of upside momentum as Treasury Yields eased from the cusp of two-decade highs. Largely immune from trade/tariff and AI-related risk, REITs are coming back into favor after three years of historic underperformance, which has driven valuations to unusually "cheap" levels.
Neutral
Seeking Alpha
1 month ago
The State Of REITs: January 2025 Edition
The REIT sector took a beating in December with an average total return of -6.85% but still finished in the black for full year 2024 (+3.70%). Small cap (-5.98%) and mid cap REITs (-6.62%) outperformed large caps (-7.43%) and micro caps (-8.63%) in December. Only 9.68% of REIT securities had a positive total return in December. 55.63% had a positive total return for all of 2024.
Negative
Seeking Alpha
1 month ago
SCHH: I'm Not A Real Estate Bull In 2025
Evaluating Schwab U.S. REIT ETF as an investment option at its current market price, focusing on U.S. real estate investment trusts classified as equities. Typically diversify outside the S&P 500 index annually, with real estate being a key area of interest despite initial caution for 2024. Emphasize the importance of avoiding concentration risk by allocating new cash to diverse sectors, including real estate.
Negative
Seeking Alpha
1 month ago
SCHH: Real Estate Index Fund For Diversification
Schwab U.S. REIT ETF™ underperforms the S&P 500 and Real Estate Sector Index over 10 years, offering neither high income nor capital appreciation. The SCHH ETF's low dividend yield and poor momentum, exacerbated by pessimistic monetary policy sentiment, make it unattractive. Investors may be better off selecting individual REITs like Realty Income or Extra Space Storage with stronger performance.
Negative
Seeking Alpha
2 months ago
REITs Say 'Good Riddance' To 2024
U.S. equity markets sputtered in a choppy final week of 2024 as investors returned from the holidays with trepidation following the best two-year run for the S&P 500 since 1997-1998. The S&P 500 finished lower by 0.5% on the week, requiring a late-week rebound to pare steep declines following a historically ugly stretch of losses in the Christmas-to-New-Year period. Treasury yields posted a weekly decline for the first time in a month, pressured by a relatively weak slate of economic data, including soft PMI employment metrics and mortgage demand.
Negative
Seeking Alpha
2 months ago
REITs Remain On Naughty List
U.S. equity markets rebounded after their worst week since November, while interest rates swelled to fresh seven-month highs as investors parsed data showing relatively strong retail and travel demand trends. Recovering from a slide of over 2% last week, the S&P 500 advanced 0.7%, lifting its year-to-date gains to over 26%. The Nasdaq 100 extended its 2024 gains to 28%. Real estate equities underperformed again following punishing declines last week on the heels of the Fed's hawkish pivot, and remain significant laggards for a second-straight year with muted 4% gains.
Positive
Seeking Alpha
2 months ago
The State Of REITs: December 2024 Edition
The REIT sector bounced back from a rough October with a strong +3.19% average total return in November. Small cap (+4.19%), mid cap (+3.70%), and large cap (+3.39%) REITs averaged gains in November, while micro caps (-0.81%) finished the month in the red. 74.19% of REIT securities had a positive total return in November.
Negative
Seeking Alpha
2 months 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.
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