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

The Schwab U.S. REIT ETF (SCHH) is designed to provide exposure to the U.S. real estate sector, but with a specific focus. It excludes mortgage REITs, which are companies that lend money directly or indirectly to real estate owners through mortgages or mortgage-backed securities. It also avoids hybrid REITs, which combine equity and mortgage investing. This exclusion is important because it means the fund is more focused on direct property ownership and less exposed to the interest rate sensitivity that often comes with mortgage-related investments.

Under normal circumstances, the fund invests at least 90% of its net assets in securities included in its underlying index, the Dow Jones U.S. Select REIT Index. This index is designed to measure the performance of publicly traded REITs that focus on equity investments in real estate. By tracking this index, SCHH aims to offer a diversified portfolio of equity REITs, giving investors access to a broad range of property types and sectors within the U.S. real estate market.

With an AUM of over $7.5 billion, SCHH is one of the larger ETFs in the real estate category. It is domiciled in the United States and listed on the NYSE ARCA under the ticker symbol SCHH. The fund is part of Schwabs lineup of cost-effective ETFs, with an expense ratio of 0.07%, making it an attractive option for investors seeking low-cost exposure to the U.S. REIT market. For more information, visit http://www.schwabfunds.com.