SCHH : Schwab U.S. REIT ETF

SCHH is a Alternatives Market Real Estate with LOW fees.

SCHH

Schwab U.S. REIT ETF

FI Score

85 /100

Diversification Rating

9 /10

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

85% FI Score
  • schh
  • ETF
  • Alternatives
  • Real Estate

Schwab U.S. REIT ETF

Expenses: 0.07% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Select REIT IndexTM. The fund invests at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index. It will generally give the same weight to a given security as the index does. The index is a float-adjusted market capitalization weighted index comprised of real estate investment trusts (REITs). The fund may invest up to 10% of its net assets in securities not included in its index.

Largest Holdings

Amount Holding
11.58% Prologis, Inc
6.40% Digital Realty Trust, Inc
5.15% Public Storage
3.92% AvalonBay Communities, Inc
3.80% Equity Residential
3.74% Welltower Inc
3.22% Simon Property Group, Inc
2.94% Essex Property Trust, Inc
2.59% Invitation Homes Inc
2.48% Duke Realty Corporation

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs up duo thumbs down duo