SCHHSchwab U.S. REIT ETF
SCHH Fund Description
SCHH tracks a market-cap-weighted index of US real estate investment trusts, excluding mortgage REITs and hybrid REITs.
SCHH Factset Analytics Insight
SCHH is passively managed to invest in US equity REITS which primarily own and operate income-producing real estate. The fund excludes mortgage REITS or those involved in real estate finance, and hybrid REITs — involved in both equity and mortgage. The index selects its constituents based on market cap and liquidity screens, subject to certain constraints. First, no single company’s weight can exceed 10% and second, aggregate weight of all companies weighing above 4.5% cannot exceed 22.5%. The Index is market-cap weighted and undergoes a quarterly review. Prior to June 22, 2020, SCHH follows the Dow Jones U.S. Select REIT Index which has the same methodology but without the additional cap constraints.
SCHH MSCI ESG Analytics Insight
Schwab U.S. REIT ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.22 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Schwab U.S. REIT ETF ranks in the 24th percentile within its peer group and in the 56th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHH MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SCHH Summary Data
SCHH Portfolio Data
SCHH Index Data
SCHH Portfolio Management
SCHH Tax Exposures
SCHH Fund Structure
SCHH Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SCHH. SCHH is rated a 5 out of 5.
SCHH Top 10 Holdings[View All]
SCHH Economic Development
SCHH Performance Statistics
SCHH MSCI ESG Ratings
SCHH Benchmark Comparison Summary
SCHH Benchmark Comparison Market Cap Size
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