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SCHH

Schwab U.S. REIT ETF
1W: -4.0% 1M: -5.7% 3M: +2.1% YTD: +2.1% 1Y: +2.1% 3Y: +21.8% 5Y: +18.6%
$21.35
-0.73 (-3.31%)
After Hours: $21.69 (+0.34, +1.59%)
ETF AMEX · AUM $9.4B
ETF-Level Metrics
AUM$9.4B
Holdings118
Top 10 Wt50.9%
Beta1.11
% Profitable79%
Coverage100%
Portfolio Valuation
P/E40.9
P/B3.1
P/S9.8
EV/EBITDA22.5
P/FCF25.7
PEG3.36
Profitability & Returns
Gross Margin37.3%
Net Margin23.6%
ROE7.7%
ROA3.5%
ROIC4.3%
Div Yield4.13%
Leverage & Liquidity
Debt/Equity1.03
Debt/Assets0.46
Net Debt/EBITDA5.3x
Interest Cov3.5x
Current Ratio0.97
Quick Ratio0.97
Growth (YoY)
Revenue+9.1%
Net Income+37.2%
EPS+33.9%
FCF+32.3%
EBITDA+14.2%
Rev CAGR 3Y+9.1%
Quality Scores
Piotroski F6.0
Altman Z1.65
IS Quality66.5
IS Overall50.0
IS Value51.0
Median P/E23.5

Sector Breakdown

3 sectors
Sector # Holdings Total Weight % Avg P/E
Real Estate 112 99.1% 21.2
Financial Services 6 0.5%
Other 1 -0.0%

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WELL Welltower Inc. 9.96% 4 Bullish 6 1 -5.5%
WPC W. P. Carey Inc. 1.13% 4 Bullish 3 2 +1.1%
ARE Alexandria Real Estate Equities, Inc. 0.56% 4 Bullish 3 2 -6.0%
GTY Getty Realty Corp. 0.13% 4 Bullish 6 2 -2.8%
Showing 50 of 119 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 WELLTOWER INC WELL 9.96% $937.9M 4,497,201 144.2 $136.6B Real Estate
2 PROLOGIS REIT INC PLD 8.69% $817.8M 6,252,844 36.1 $119.0B Real Estate
3 EQUINIX REIT INC EQIX 5.75% $541.2M 557,666 69.8 $94.2B Real Estate
4 SIMON PROPERTY GROUP REIT INC SPG 4.51% $424.3M 2,241,562 13.0 $60.0B Real Estate
5 AMERICAN TOWER REIT CORP AMT 4.44% $417.8M 2,319,417 32.8 $82.8B Real Estate
6 REALTY INCOME REIT CORP O 4.28% $403.2M 6,416,431 52.1 $56.8B Real Estate
7 DIGITAL REALTY TRUST REIT INC DLR 4.27% $401.7M 2,252,199 45.5 $59.5B Real Estate
8 PUBLIC STORAGE REIT PSA 3.24% $304.8M 1,101,478 26.1 $46.6B Real Estate
9 VENTAS REIT INC VTR 3.03% $285.2M 3,276,428 154.6 $39.2B Real Estate
10 CROWN CASTLE INC CCI 2.73% $257.1M 3,037,503 80.7 $35.9B Real Estate
11 IRON MOUNTAIN INC IRM 2.31% $217.3M 2,061,714 205.3 $29.5B Real Estate
12 VICI PPTYS INC VICI 2.22% $208.8M 7,455,081 10.3 $28.7B Real Estate
13 EXTRA SPACE STORAGE REIT INC EXR 2.14% $201.2M 1,480,412 28.3 $27.5B Real Estate
14 AVALONBAY COMMUNITIES REIT INC AVB 1.74% $163.3M 986,399 21.6 $22.8B Real Estate
15 EQUITY RESIDENTIAL REIT EQR 1.53% $144.1M 2,415,003 19.6 $21.9B Real Estate
16 SBA COMMUNICATIONS REIT CORP CLASS SBAC 1.44% $135.6M 743,169 17.6 $18.4B Real Estate
17 WEYERHAEUSER REIT WY 1.25% $117.4M 5,028,058 50.0 $16.2B Real Estate
18 ESSEX PROPERTY TRUST REIT INC ESS 1.17% $110.5M 449,173 23.0 $15.5B Real Estate
19 KIMCO REALTY REIT CORP KIM 1.14% $107.6M 4,723,522 25.8 $15.1B Real Estate
20 SUN COMMUNITIES REIT INC SUI 1.14% $106.9M 810,839 11.7 $16.1B Real Estate
21 W. P. CAREY REIT INC WPC 1.13% $106.6M 1,528,548 31.9 $14.8B Real Estate
22 MID AMERICA APARTMENT COMMUNITIES MAA 1.09% $102.4M 816,603 31.9 $14.2B Real Estate
23 INVITATION HOMES INC INVH 1.04% $97.9M 3,933,803 25.4 $15.0B Real Estate
24 OMEGA HEALTHCARE INVESTORS REIT IN OHI 1.03% $97.1M 2,061,299 22.5 $13.2B Real Estate
25 GAMING AND LEISURE PROPERTIES REIT GLPI 0.98% $92.4M 1,973,983 15.6 $13.0B Real Estate
26 EQUITY LIFESTYLE PROPERTIES REIT I ELS 0.95% $89.4M 1,351,935 33.2 $12.5B Real Estate
27 REGENCY CENTERS REIT CORP REG 0.93% $87.4M 1,148,134 22.5 $13.7B Real Estate
28 HOST HOTELS & RESORTS REIT INC HST 0.90% $84.8M 4,460,939 16.8 $12.8B Real Estate
29 HEALTHPEAK PROPERTIES INC DOC 0.89% $84.0M 4,847,341 166.3 $11.9B Real Estate
30 LAMAR ADVERTISING COMPANY CLASS A LAMR 0.84% $78.8M 605,878 21.5 $12.7B Real Estate
31 CAMDEN PROPERTY TRUST REIT CPT 0.79% $74.2M 742,109 27.3 $10.4B Real Estate
32 UDR REIT INC UDR 0.79% $73.9M 2,097,712 29.7 $11.2B Real Estate
33 EASTGROUP PROPERTIES REIT INC EGP 0.74% $69.7M 371,445 37.9 $9.8B Real Estate
34 AMERICAN HEALTHCARE REIT INC AHR 0.69% $64.7M 1,233,903 114.4 $9.0B Real Estate
35 AMERICAN HOMES RENT REIT CLASS A AMH 0.68% $64.1M 2,273,945 22.4 $9.9B Real Estate
36 AGREE REALTY REIT CORP ADC 0.67% $63.1M 800,261 42.7 $9.1B Real Estate
37 BRIXMOR PROPERTY GROUP REIT INC BRX 0.67% $62.9M 2,135,061 22.8 $8.8B Real Estate
38 CARETRUST REIT INC CTRE 0.66% $62.0M 1,557,498 25.1 $7.0B Real Estate
39 CUBESMART REIT CUBE 0.65% $60.9M 1,590,542 25.1 $8.3B Real Estate
40 NNN REIT INC NNN 0.62% $58.6M 1,324,699 20.6 $8.1B Real Estate
41 FEDERAL REALTY INVESTMENT TRUST RE FRT 0.61% $57.6M 547,572 21.6 $8.9B Real Estate
42 REXFORD INDUSTRIAL REALTY REIT INC REXR 0.59% $55.4M 1,620,295 37.1 $8.1B Real Estate
43 FIRST INDUSTRIAL REALTY TRUST INC FR 0.59% $55.2M 923,637 30.5 $7.6B Real Estate
44 BXP INC BXP 0.58% $54.2M 1,027,927 30.0 $8.3B Real Estate
45 ALEXANDRIA REAL ESTATE EQUITIES RE ARE 0.56% $52.2M 1,084,913 -5.6 $8.2B Real Estate
46 STAG INDUSTRIAL REIT INC STAG 0.53% $49.5M 1,302,548 25.2 $7.0B Real Estate
47 ESSENTIAL PROPERTIES REALTY TRUST EPRT 0.48% $45.1M 1,382,075 25.1 $6.7B Real Estate
48 TERRENO REALTY REIT CORP TRNO 0.48% $44.7M 721,150 15.5 $6.3B Real Estate
49 HEALTHCARE REALTY TRUST INC CLASS HR 0.47% $43.8M 2,452,614 -24.5 $6.0B Real Estate
50 RYMAN HOSPITALITY PROPERTIES REIT RHP 0.43% $40.1M 439,420 22.9 $5.7B Real Estate

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