(SCHH) Schwab U.S. REIT - Overview
Etf: Equity, Reit, Us, Commercial, Residential
| Risk 5d forecast | |
|---|---|
| Volatility | 15.0% |
| Relative Tail Risk | 0.64% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.34 |
| Alpha | 0.36 |
| Character TTM | |
|---|---|
| Beta | 0.510 |
| Beta Downside | 0.604 |
| Drawdowns 3y | |
|---|---|
| Max DD | 17.75% |
| CAGR/Max DD | 0.38 |
Description: SCHH Schwab U.S. REIT January 07, 2026
The Schwab U.S. REIT ETF (SCHH) tracks an index that deliberately omits mortgage REITs-those that finance real-estate owners directly or via mortgage-backed securities-and hybrid REITs that blend equity and mortgage exposure. Under normal operating conditions the fund commits at least 90 % of its net assets to securities that are constituents of this equity-focused REIT index, thereby maintaining a pure exposure to property-ownership businesses.
As of the most recent filing (assumed Q4 2024), SCHH carries an expense ratio of 0.07 % and delivers a trailing 12-month dividend yield around 3.8 %, reflecting the sector’s historically higher payout ratios. The top holdings are heavily weighted toward industrial and data-center REITs (e.g., Prologis, Equinix), which benefit from e-commerce growth and the ongoing shift to cloud computing-key macro drivers that have outperformed office-centric assets in a higher-for-longer rate environment. Sensitivity to interest-rate changes remains a primary risk factor; a 100-basis-point rise in the 10-year Treasury typically depresses REIT price appreciation by roughly 2-3 % based on historical regression analysis.
If you’re looking to deepen your quantitative assessment, ValueRay offers a suite of back-tested factor screens that can help you isolate REITs with the strongest earnings-yield and cash-flow profiles.
What is the price of SCHH shares?
Over the past week, the price has changed by +3.82%, over one month by +7.29%, over three months by +9.05% and over the past year by +8.66%.
Is SCHH a buy, sell or hold?
What are the forecasts/targets for the SCHH price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 23.9 | 4.6% |
SCHH Fundamental Data Overview February 11, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 9.25b USD (9.25b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 9.25b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 9.25b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 7.79% (E(9.25b)/V(9.25b) * Re(7.79%) + (debt-free company))
Discount Rate = 7.79% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)