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SCHH

Schwab U.S. REIT ETF
1W: +1.0% 1M: -7.1% 3M: +2.3% YTD: +2.8% 1Y: +3.5% 3Y: +27.3% 5Y: +22.2%
$21.91
+0.33 (+1.53%)
After Hours: $21.86 (-0.05, -0.25%)
Weekly Expected Move ±2.1%
$20 $21 $21 $22 $22
ETF AMEX · AUM $9.9B
ETF-Level Metrics
AUM$9.9B
Holdings120
Top 10 Wt50.0%
Beta1.11
% Profitable79%
Coverage99%
Portfolio Valuation
P/E42.4
P/B3.1
P/S10.1
EV/EBITDA22.9
P/FCF26.4
PEG3.44
Profitability & Returns
Gross Margin36.6%
Net Margin23.6%
ROE7.6%
ROA3.5%
ROIC4.3%
Div Yield4.10%
Leverage & Liquidity
Debt/Equity1.01
Debt/Assets0.46
Net Debt/EBITDA5.3x
Interest Cov3.5x
Current Ratio0.99
Quick Ratio0.98
Growth (YoY)
Revenue+9.3%
Net Income+36.8%
EPS+33.5%
FCF+30.7%
EBITDA+13.7%
Rev CAGR 3Y+9.2%
Quality Scores
Piotroski F6.0
Altman Z1.65
IS Quality66.4
IS Overall53.4
IS Value51.3
Median P/E23.5

Sector Breakdown

3 sectors
Sector # Holdings Total Weight % Avg P/E
Real Estate 115 99.7% 21.3
Financial Services 5 0.3%
Other 1 —%

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WELL Welltower Inc. 10.13% 4 Bullish 6 1 -2.4%
WPC W. P. Carey Inc. 1.17% 4 Bullish 2 2 +1.3%
AMH American Homes 4 Rent 0.72% 4 Bullish 16 3 -1.4%
GTY Getty Realty Corp. 0.14% 4 Bullish 6 2 -1.5%
Showing 50 of 121 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 WELLTOWER INC WELL 10.13% $947.0M 4,663,228 148.9 $141.2B Real Estate
2 PROLOGIS REIT INC PLD 8.93% $834.1M 6,212,430 37.7 $124.3B Real Estate
3 EQUINIX REIT INC EQIX 4.89% $457.1M 455,238 72.8 $98.3B Real Estate
4 DIGITAL REALTY TRUST REIT INC DLR 4.45% $415.5M 2,278,666 47.7 $62.4B Real Estate
5 SIMON PROPERTY GROUP REIT INC SPG 4.40% $411.3M 2,172,077 13.3 $61.3B Real Estate
6 REALTY INCOME REIT CORP O 4.34% $405.3M 6,490,835 53.2 $58.0B Real Estate
7 AMERICAN TOWER REIT CORP AMT 4.31% $403.2M 2,312,097 32.2 $81.3B Real Estate
8 PUBLIC STORAGE REIT PSA 3.36% $313.6M 1,114,519 27.6 $49.2B Real Estate
9 VENTAS REIT INC VTR 3.00% $280.1M 3,351,332 156.1 $39.6B Real Estate
10 CROWN CASTLE INC CCI 2.80% $261.5M 3,072,730 83.1 $37.0B Real Estate
11 IRON MOUNTAIN INC IRM 2.32% $216.4M 2,087,393 212.9 $30.6B Real Estate
12 VICI PPTYS INC VICI 2.24% $209.4M 7,541,501 10.6 $29.6B Real Estate
13 EXTRA SPACE STORAGE REIT INC EXR 2.15% $201.2M 1,497,605 29.1 $28.3B Real Estate
14 AVALONBAY COMMUNITIES REIT INC AVB 1.78% $166.5M 999,088 22.2 $23.5B Real Estate
15 SBA COMMUNICATIONS REIT CORP CLASS SBAC 1.65% $154.0M 751,789 20.6 $21.6B Real Estate
16 EQUITY RESIDENTIAL REIT EQR 1.57% $146.8M 2,425,867 20.4 $22.8B Real Estate
17 WEYERHAEUSER REIT WY 1.33% $124.7M 5,084,040 54.4 $17.6B Real Estate
18 ESSEX PROPERTY TRUST REIT INC ESS 1.21% $112.9M 454,696 23.7 $15.9B Real Estate
19 W. P. CAREY REIT INC WPC 1.17% $109.0M 1,546,285 33.2 $15.4B Real Estate
20 KIMCO REALTY REIT CORP KIM 1.15% $107.9M 4,756,384 26.1 $15.3B Real Estate
21 SUN COMMUNITIES REIT INC SUI 1.14% $106.4M 820,238 11.6 $15.9B Real Estate
22 MID AMERICA APARTMENT COMMUNITIES MAA 1.11% $103.4M 824,837 32.7 $14.6B Real Estate
23 INVITATION HOMES INC INVH 1.09% $102.1M 3,979,422 26.6 $15.7B Real Estate
24 OMEGA HEALTHCARE INVESTORS REIT IN OHI 1.01% $94.2M 2,085,528 22.6 $13.3B Real Estate
25 REGENCY CENTERS REIT CORP REG 0.96% $89.7M 1,161,494 23.1 $14.1B Real Estate
26 GAMING AND LEISURE PROPERTIES REIT GLPI 0.95% $89.0M 1,996,880 15.1 $12.6B Real Estate
27 EQUITY LIFESTYLE PROPERTIES REIT I ELS 0.94% $87.8M 1,367,696 33.1 $12.4B Real Estate
28 HOST HOTELS & RESORTS REIT INC HST 0.93% $86.7M 4,512,647 17.3 $13.2B Real Estate
29 HEALTHPEAK PROPERTIES INC DOC 0.87% $81.3M 4,904,206 161.2 $11.5B Real Estate
30 LAMAR ADVERTISING COMPANY CLASS A LAMR 0.84% $78.5M 612,885 22.0 $13.0B Real Estate
31 CAMDEN PROPERTY TRUST REIT CPT 0.79% $73.8M 729,635 28.3 $10.6B Real Estate
32 UDR REIT INC UDR 0.79% $73.8M 2,122,017 30.2 $11.4B Real Estate
33 EASTGROUP PROPERTIES REIT INC EGP 0.76% $71.0M 375,691 39.0 $10.1B Real Estate
34 AMERICAN HOMES RENT REIT CLASS A AMH 0.72% $67.1M 2,300,340 23.8 $10.6B Real Estate
35 AGREE REALTY REIT CORP ADC 0.70% $65.0M 845,549 43.0 $9.2B Real Estate
36 BRIXMOR PROPERTY GROUP REIT INC BRX 0.67% $62.8M 2,163,283 23.0 $8.9B Real Estate
37 CARETRUST REIT INC CTRE 0.65% $60.6M 1,576,328 26.6 $8.6B Real Estate
38 AMERICAN HEALTHCARE REIT INC AHR 0.65% $60.4M 1,251,795 114.4 $9.0B Real Estate
39 CUBESMART REIT CUBE 0.64% $60.1M 1,609,004 25.5 $8.4B Real Estate
40 FEDERAL REALTY INVESTMENT TRUST RE FRT 0.64% $59.4M 553,952 22.3 $9.2B Real Estate
41 NNN REIT INC NNN 0.62% $57.5M 1,340,204 20.7 $8.1B Real Estate
42 FIRST INDUSTRIAL REALTY TRUST INC FR 0.59% $55.1M 935,075 31.4 $7.8B Real Estate
43 BXP INC BXP 0.58% $54.1M 1,040,382 29.8 $8.2B Real Estate
44 REXFORD INDUSTRIAL REALTY REIT INC REXR 0.58% $54.0M 1,624,426 36.2 $7.9B Real Estate
45 STAG INDUSTRIAL REIT INC STAG 0.53% $49.4M 1,347,927 25.1 $7.0B Real Estate
46 ALEXANDRIA REAL ESTATE EQUITIES RE ARE 0.51% $47.8M 1,100,501 -5.1 $7.5B Real Estate
47 ESSENTIAL PROPERTIES REALTY TRUST EPRT 0.49% $45.9M 1,480,896 24.4 $6.5B Real Estate
48 TERRENO REALTY REIT CORP TRNO 0.49% $45.9M 735,072 16.0 $6.5B Real Estate
49 HEALTHCARE REALTY TRUST INC CLASS HR 0.46% $43.0M 2,461,471 -24.8 $6.1B Real Estate
50 RAYONIER REIT INC RYN 0.44% $41.6M 1,962,532 6.9 $3.4B Real Estate

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms