SCHHSchwab U.S. REIT ETF
Tracks the total return of an index composed of U.S. real estate investment trusts classified as equities.
By Schwab ETFs · Launched 2011
Annual Cost
0.07%
#217 of 5,854 · low cost
Fund Size
$11.1B
#257 of 5,854 · large
Return (1Y)Goal
+17.8%
Track Record
15 years
#839 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,067+10.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Sector
Real estateFocus
Real Assets
Index tracked
Dow Jones Equity All REIT Capped Index
What it actually holds
By weightConcentration
Top 10 holdings = 50.8% of fundmoderately concentrated
Welltower Inc
9.5%
Prologis Inc
9.1%
Equinix Inc
5.5%
Simon Property Group Inc
4.7%
American Tower Corp
4.5%
Realty Income Corp
4.4%
Digital Realty Trust Inc
4.1%
Public Storage
3.4%
Ventas Inc
2.9%
Crown Castle Inc
2.8%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Real Estate
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.9%Moderate
Year-on-year price swings
Max drawdown
-44.2%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.41Below average
Sortino (3Y)
0.59Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return of an index composed of U.S. real estate investment trusts classified as equities.
- Strategy
- Invests primarily in U.S. real estate investment trusts (REITs) included in the Dow Jones Equity All REIT Capped Index, which is float-adjusted market capitalization weighted. The fund aims to replicate the index's performance by holding securities in approximately the same proportion as their weight in the index, concentrating investments in real estate companies.
- Inception date
- January 13, 2011
- Fund family
- Schwab ETFs
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Data updated on 2026-08-03