(SCHH) Schwab U.S. REIT - Overview

ETF Category: Real Estate | Exchange: NYSE ARCA (USA) | Market Cap: 10.082m USD | Total Return: 13.7% in 12m

Real Estate, Equity REITs, Securities
Total Rating 51
Safety 52
Buy Signal -0.04
Real Estate
Category Rotation: -4.5
TER: 0.07%
AUM: 10.1B
Avg Turnover: 82.3M
Risk 3d forecast
Volatility15.4%
VaR 5th Pctl2.78%
VaR vs Median0.65%
Reward TTM
Sharpe Ratio0.72
Rel. Str. IBD46.6
Rel. Str. Peer Group60.7
Character TTM
Beta0.274
Beta Downside0.275
Hurst Exponent0.562
Drawdowns 3y
Max DD17.75%
CAGR/Max DD0.59
CAGR/Mean DD2.00

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: SCHH Schwab U.S. REIT

The Schwab U.S. REIT ETF (SCHH) tracks an index of U.S. real estate investment trusts, specifically excluding mortgage and hybrid REITs. The fund maintains a policy of investing at least 90% of its net assets in equity REITs that own and manage physical properties such as apartments, cell towers, and data centers. Unlike mortgage REITs, which generate income from interest on debt, equity REITs primarily derive revenue from leasing space and property appreciation.

Equity REITs are required by law to distribute at least 90% of their taxable income to shareholders as dividends, making them a common vehicle for income-focused portfolios. For a deeper look into how these holdings align with your portfolio goals, evaluate the funds underlying metrics on ValueRay. This structure allows investors to gain exposure to the domestic real estate market without the complexities of direct property management or the credit risks associated with mortgage-backed securities.

Headlines to Watch Out For
  • Federal Reserve interest rate pivots dictate real estate valuation and borrowing costs
  • National occupancy rates across commercial sectors drive underlying rental income growth
  • Exclusion of mortgage REITs shields fund from direct credit spread volatility
  • Shifts in residential housing demand impact multi-family and single-family rental holdings
  • Corporate capital expenditure trends influence demand for industrial and data center properties
What is the price of SCHH shares?

As of May 30, 2026, the stock is trading at USD 23.45 with a total of 3,514,443 shares traded.
Over the past week, the price has changed by -0.85%, over one month by +1.69%, over three months by +2.37% and over the past year by +13.68%.

Is SCHH a buy, sell or hold?

Schwab U.S. REIT has no consensus analysts rating.