SCHH: A Neutral View

Summary

  • The Schwab U.S. REIT ETF’s historical price data and TTM dividend yield suggest that the ETF delivers an annual combined return of 10% if held for the long term.
  • The ETF’s price has gained 32% in the last 12 months. Currently, homes have become unaffordable for many and interest rate hikes are around the corner.
  • The ETF is also a peer underperformer in the 3–5 years holding period. All things considered, my rating is neutral.
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The Schwab U.S. REIT ETF (NYSEARCA:SCHH) invests in domestic REITs to provide investors exposure to the real estate sector (at a low expense ratio of 0.07%) and generate a fixed income over the long term. Though this passively


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This article was written by

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Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This writing is for informational purposes only and Lead-Lag Publishing, LLC undertakes no obligation to update this article even if the opinions expressed change. It does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction. It also does not offer to provide advisory or other services in any jurisdiction. The information contained in this writing should not be construed as financial or investment advice on any subject matter. Lead-Lag Publishing, LLC expressly disclaims all liability in respect to actions taken based on any or all of the information on this writing.

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