SCHH
Schwab U.S. REIT ETF
Price Chart
Schwab U.S. REIT ETF (SCHH) is an exchange-traded fund that provides investors with exposure to alternative assets and thematic strategies. It carries an expense ratio of 0.07%. The fund offers a dividend yield of approximately 3.20%. The portfolio holds 120 securities.
Category
Alternative Investment
Dividend Yield
3.2%
Expense Ratio
0.07%
Holdings
120
Dividend History
Top Holdings
Key Features
- •REIT investing
- •Real estate returns
- •Dividend income
- •Inflation hedge
Advantages
- •Lower cost than VNQ
- •High dividend
- •Indirect real estate investment
- •Inflation defense
Risks
- •Rising interest rate risk
- •Real estate cycle
- •Sector concentration
- •Liquidity risk
Rebalancing Strategy
Allocate 5-15% to REITs; alternative to VNQ
SCHH Investment Analysis
SCHH (Schwab U.S. REIT ETF) is a Alternative Investment ETF comprising 120 holdings. It has an expense ratio of 0.07% and a dividend yield of 3.2%. Its very low expense ratio makes it well-suited for long-term investing.
With a 3.2% dividend yield, it is ideal for income investing. Reinvesting dividends can maximize the compounding effect.
SCHH can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.
US ETF Investment Notes
A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.
Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.
Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.