Schwab Reit Etf Profile
| SCHH Etf | USD 18.53 0.14 0.75% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Schwab REIT is trading at 18.53 as of the 18th of April 2024. This is a -0.75 percent decrease since the beginning of the trading day. The etf's open price was 18.67. Schwab REIT has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Schwab REIT ETF are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of January 2024 and ending today, the 18th of April 2024. Click here to learn more.
The index excludes mortgage REITs, defined as REITs that lend money directly to real estate owners andor operators or indirectly through the purchase of mortgages or mortgage-backed securities, and hybrid REITs, defined as REITs that participate both in equity and mortgage investing. More on Schwab REIT ETF
Moving together with Schwab Etf
| 0.88 | VNQ | Vanguard Real Estate | PairCorr |
| 0.98 | XLRE | Real Estate | PairCorr |
| 0.89 | IYR | iShares Real Estate | PairCorr |
Schwab Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Schwab REIT's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab REIT or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Real Estate ETFs, Sector ETFs, Real Estate, Schwab ETFs (View all Sectors) |
| Issuer | Charles Schwab |
| Inception Date | 2011-01-12 |
| Benchmark | Dow Jones US Select REIT Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 5.97 Billion |
| Average Trading Valume | 3.85 Million |
| Asset Type | Real Estate |
| Category | Sector |
| Focus | Real Estate |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Charles Schwab Investment Management, Inc. |
| Advisor | Charles Schwab Investment Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | SEI Investments Distribution Co. |
| Portfolio Manager | Christopher Bliss, Ferian Juwono, Sabya Sinha |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Dec |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 129 |
| Market Maker | Jane Street |
| Total Expense | 0.07 |
| Management Fee | 0.07 |
| Country Name | USA |
| Returns Y T D | (9.37) |
| Name | Schwab U.S. REIT ETF |
| Currency Code | USD |
| Open Figi | BBG001CSKWZ1 |
| In Threey Volatility | 21.39 |
| 1y Volatility | 19.87 |
| 200 Day M A | 19.3 |
| 50 Day M A | 19.8618 |
| Code | SCHH |
| Updated At | 17th of April 2024 |
| Currency Name | US Dollar |
Schwab REIT ETF [SCHH] is traded in USA and was established 2011-01-13. The fund is listed under Real Estate category and is part of Schwab ETFs family. The entity is thematically classified as Real Estate ETFs. Schwab REIT ETF at this time have 5.17 B in assets. , while the total return for the last 3 years was -2.0%.
Check Schwab REIT Probability Of Bankruptcy
Top Schwab REIT ETF Etf Constituents
| WY | Weyerhaeuser | Stock | Real Estate |
| WELL | Welltower | Stock | Real Estate |
| SPG | Simon Property Group | Stock | Real Estate |
| SBAC | SBA Communications Corp | Stock | Real Estate |
| PSA | Public Storage | Stock | Real Estate |
| PLD | Prologis | Stock | Real Estate |
| O | Realty Income Corp | Stock | Real Estate |
Schwab REIT Target Price Odds Analysis
Coming from a normal probability distribution, the odds of Schwab REIT jumping above the current price in 90 days from now is close to 99%. The Schwab REIT ETF probability density function shows the probability of Schwab REIT etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Schwab REIT has a beta of 0.4108. This usually implies as returns on the market go up, Schwab REIT average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Schwab REIT ETF will be expected to be much smaller as well. Additionally, schwab REIT ETF has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Schwab REIT to move above the current price in 90 days from now is close to 99 (This Schwab REIT ETF probability density function shows the probability of Schwab Etf to fall within a particular range of prices over 90 days) .
Schwab REIT Top Holders
| WMMRX | Wilmington Multi Manager Real | Mutual Fund | World Allocation |
| WMRIX | Wilmington Multi Manager Real | Mutual Fund | World Allocation |
| SWCGX | Schwab Markettrack Servative | Mutual Fund | Allocation--30% to 50% Equity |
| SWBGX | Schwab Markettrack Balanced | Mutual Fund | Allocation--50% to 70% Equity |
| SWYNX | Schwab Target 2060 | Mutual Fund | Target-Date 2060+ |
| TCTYX | Transamerica Cleartrack 2060 | Mutual Fund | Target-Date 2060+ |
| SWYGX | Schwab Target 2040 | Mutual Fund | Target-Date 2040 |
Schwab REIT ETF Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Schwab REIT market risk premium is the additional return an investor will receive from holding Schwab REIT long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab REIT. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Schwab REIT's alpha and beta are two of the key measurements used to evaluate Schwab REIT's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.07) | |||
| Jensen Alpha | (0.16) | |||
| Total Risk Alpha | (0.22) | |||
| Treynor Ratio | (0.34) |
Schwab REIT Against Markets
Picking the right benchmark for Schwab REIT etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Schwab REIT etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Schwab REIT is critical whether you are bullish or bearish towards Schwab REIT ETF at a given time. Please also check how Schwab REIT's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Schwab REIT without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Schwab Etf?
Before investing in Schwab REIT, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Schwab REIT. To buy Schwab REIT etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Schwab REIT. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Schwab REIT etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Schwab REIT ETF etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Schwab REIT ETF etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Schwab REIT ETF, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Schwab Etf please use our How to Invest in Schwab REIT guide.
Already Invested in Schwab REIT ETF?
The danger of trading Schwab REIT ETF is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Schwab REIT is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Schwab REIT. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Schwab REIT ETF is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Schwab REIT ETF offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Schwab REIT's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Schwab Reit Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Schwab Reit Etf: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab REIT ETF. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Schwab REIT ETF information on this page should be used as a complementary analysis to other Schwab REIT's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
The market value of Schwab REIT ETF is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab REIT's value that differs from its market value or its book value, called intrinsic value, which is Schwab REIT's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab REIT's market value can be influenced by many factors that don't directly affect Schwab REIT's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab REIT's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab REIT is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab REIT's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.