Schwab US REIT ETF

SCHH

Market cap $8.4B

Overview Fund Activity

21.63 USD

-0.07

0.32%

At close Updated Sep 15, 4:00 PM EDT

1 day

-0.32%

5 days

0.89%

1 month

2.9%

3 months

1.55%

6 months

0.09%

Year to date

3.69%

1 year

-8.07%

5 years

16.1%

10 years

18.52%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

292% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $320K

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 500 [Q1] → 509 (+9) [Q2]

6% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 177

0% more funds holding in top 10

Funds holding in top 10: 12 [Q1] → 12 (+0) [Q2]

1% less capital invested

Capital invested by funds: $4.29B [Q1] → $4.23B (-$58.1M) [Q2]

3.45% less ownership

Funds ownership: 56.77% [Q1] → 53.32% (-3.45%) [Q2]

See Fund Rankings

Financial journalist opinion

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

The State Of REITs: August 2025 Edition

After a strong June (+2.56%), the REIT sector recovery stalled in July (-1.17%) as REITs fell to a -6.42% year-to-date return. Micro cap REITs (-0.20%) outperformed in July while mid caps (-1.18%), small caps (-1.33%) and large caps (-1.55%) averaged slightly deeper negative returns. 60.65% of REIT securities had a negative total return in July.

The State Of REITs: August 2025 Edition

Disinflation Dividend: REIT Earnings Scorecard

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.

Disinflation Dividend: REIT Earnings Scorecard

Behind The (Revised) Curve

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.

Behind The (Revised) Curve

Return-To-Office Shift Fuels Potential Turnaround For Office REITs

Return to office mandates are providing a boost to REITs. Some deal activity has also been a tailwind. Tariffs and slowing residential rent growth remain headwinds.

Return-To-Office Shift Fuels Potential Turnaround For Office REITs

Why I Won't Buy REIT ETFs

Active REIT investing beats passive REIT investing. REIT ETFs suffer from many flaws that hurt performance. I explain all the reasons why I don't buy REIT ETFs.

Why I Won't Buy REIT ETFs

Why Consider U.S. REITs Now?

Most US REITs make nearly 90% of their revenue domestically, compared to 72% for typical U.S. stocks. Healthcare, residential, and needs-based retail are less affected by trade disruptions, while office, lodging, and timber are more vulnerable. They're trading at a -2.79x earnings multiple discount to US stocks - one of the widest gaps in decades.

Why Consider U.S. REITs Now?

The State Of REITs: July 2025 Edition

REITs had another month of recovery in June (+2.56% average total return), but despite back-to-back gains remain in negative territory YTD (-5.65%). Micro cap REITs (+7.19%) outperformed for the first time this year in June, while small caps (+2.99%), mid caps (+1.80%) and large caps (+0.03%) saw smaller gains. 63.87% of REIT securities had a positive total return in June.

The State Of REITs: July 2025 Edition

SCHH Vs. SCHD: I Prefer SCHD For Its Lack Of REIT Exposure

Since my last writings, I now see far higher odds of persisting high borrowing rates ahead due to various issues. These issues include inflation, trade disputes, and also the recent downgrade of the U.S. credit rating by Moody's. Schwab U.S. Dividend Equity ETF™'s lack of exposure to REIT stocks (and also utilities) improves its return potential, given my expectation of high borrowing rates ahead.

SCHH Vs. SCHD: I Prefer SCHD For Its Lack Of REIT Exposure

24/7 Wall Street

Baby Boomers: 4 Schwab ETFs for Passive Income and Stability in Retirement in July

Passive cash flow makes it easier for investors to cover their living expenses without selling their shares.

Baby Boomers: 4 Schwab ETFs for Passive Income and Stability in Retirement in July

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