(SCHH) Schwab U.S. REIT - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US8085248479 • Real Estate

SCHH: Real Estate, Properties, Rental Income

The Schwab U.S. REIT ETF (NYSE ARCA:SCHH) is designed to track the performance of the Dow Jones U.S. Select REIT Index, which focuses exclusively on equity REITs. The fund excludes mortgage REITs, which are defined as REITs that originate or purchase mortgages and mortgage-backed securities, as well as hybrid REITs that combine equity and mortgage investing. This exclusion allows the ETF to concentrate on REITs that derive income from owning and operating physical properties, such as office buildings, apartments, and retail spaces. The fund adheres to a strict investment policy, allocating at least 90% of its net assets to securities included in the index, ensuring tight tracking of the underlying benchmark. The remaining 10% provides flexibility for portfolio management. For more information, visit http://www.schwabfunds.com.

As of the latest data, the ETF has an average 20-day volume of 7,528,650 shares, indicating moderate trading activity. The last price of $20.69 reflects current market valuation. The ETFs short-term trend, as indicated by its 20-day SMA of $20.50, suggests a slight downward movement, while the 50-day SMA of $21.11 and 200-day SMA of $21.54 signal a broader downtrend. The Average True Range (ATR) of 0.54 highlights relatively low volatility, making it suitable for investors seeking stability in the real estate sector. With assets under management (AUM) of $7,180.34 million, the ETF is well-established and liquid.

- 3-Month Price Forecast: Based on the current SMA crossover and ATR, the price is expected to remain range-bound between $20.00 and $22.00. - Short-Term Trend: The 20-day SMA ($20.50) is below the 50-day SMA ($21.11), indicating bearish momentum in the near term. - Volatility Outlook: With an ATR of 0.54, daily price fluctuations are expected to remain moderate. - AUM Growth: The ETFs AUM of $7,180.34 million reflects strong investor confidence, suggesting potential for further inflows if real estate sector fundamentals improve. - Sector Outlook: The exclusion of mortgage REITs reduces sensitivity to interest rate changes, making the ETF more attractive in rising rate environments.

Additional Sources for SCHH ETF

SCHH ETF Overview

Market Cap in USD 7,180m
Category Real Estate
TER 0.07%
IPO / Inception 2011-01-13

SCHH ETF Ratings

Growth Rating 31.4
Fundamental -
Dividend Rating 54.3
Rel. Strength -1.98
Analysts -
Fair Price Momentum 19.10 USD
Fair Price DCF -

SCHH Dividends

Dividend Yield 12m 3.20%
Yield on Cost 5y 4.47%
Annual Growth 5y 4.53%
Payout Consistency 94.7%

SCHH Growth Ratios

Growth Correlation 3m -49.4%
Growth Correlation 12m 34.6%
Growth Correlation 5y 38.4%
CAGR 5y 6.57%
CAGR/Max DD 5y 0.20
Sharpe Ratio 12m 1.12
Alpha 5.27
Beta 0.514
Volatility 27.71%
Current Volume 7399.4k
Average Volume 20d 7528.7k
What is the price of SCHH stocks?
As of April 26, 2025, the stock is trading at USD 20.64 with a total of 7,399,404 shares traded.
Over the past week, the price has changed by +1.78%, over one month by -2.74%, over three months by -4.00% and over the past year by +12.84%.
Is Schwab U.S. REIT a good stock to buy?
Neither. Based on ValueRay Analyses, Schwab U.S. REIT is currently (April 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 31.35 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHH as of April 2025 is 19.10. This means that SCHH is currently overvalued and has a potential downside of -7.46%.
Is SCHH a buy, sell or hold?
Schwab U.S. REIT has no consensus analysts rating.
What are the forecast for SCHH stock price target?
According to ValueRays Forecast Model, SCHH Schwab U.S. REIT will be worth about 21.1 in April 2026. The stock is currently trading at 20.64. This means that the stock has a potential upside of +2.28%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 21.1 2.3%