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Schwab U.S. REIT ETF (SCHH)

18.86 -0.01 (-0.05%)
At close: April 26 at 4:00 PM EDT
19.00 +0.14 (+0.74%)
After hours: April 26 at 7:21 PM EDT

ETF Summary

The index excludes mortgage REITs, defined as REITs that lend money directly to real estate owners and/or operators or indirectly through the purchase of mortgages or mortgage-backed securities, and hybrid REITs, defined as REITs that participate both in equity and mortgage investing. It is the fund’s policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

ETF Overview

Category Real Estate
Fund Family Schwab ETFs
Net Assets 6.51B
YTD Daily Total Return -8.44%
Yield 3.24%
Legal Type Exchange Traded Fund

ETF Operations

Attributes SCHH Category Average
Annual Report Expense Ratio (net) 0.07% 1.07%
Holdings Turnover 6.00% 45.21%
Total Net Assets 24,098.22 24,098.22

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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