Summary
The Schwab U.S. REIT ETF (SCHD) tracks the Dow Jones U.S. Select REIT Index. It invests in real estate investment trusts. The index is weighted by market cap.
Investment Thesis
SCHH provides access to about 100 REITs at a low expense ratio. SCHH is a commission-free ETF for Charles Schwab accounts.
Statistics
Updated May 29, 2018:
- Assets under management: $4 billion
- Total holdings: 104
- Portfolio turnover: 8%
- Expense ratio: 0.07%
- Distribution Yield: 2.79%
- P/E: 28.04
- Alpha: -1.23
- Beta: 0.64
Analysis
Updated May 29, 2018:
- Morningstar style: mid blend
- Morningstar rating: 3 stars
Allocation
Industry allocation as of February 28, 2018:
Top holdings as of February 28, 2018:
Primary Documents
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Fact Sheet (March 31, 2018) |
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Prospectus (February 28, 2018) |
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Official Web Site |
Also see GF posts tagged $SCHH.
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