- ISIN
- US8085248479
- CUSIP
- 808524847
- Issuer
- Charles Schwab
- Inception Date
- Jan 13, 2011
- Region
- North America (U.S.)
- Category
- REIT
- Leveraged
- 1x (No leverage)
- Index Tracked
- Dow Jones Equity All REIT Capped Index
- Distribution Policy
- Distributing
- Asset Class
- Real Estate
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $10B
Share Price Chart
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Performance
SCHH Performance Chart
Schwab US REIT ETF (SCHH) is up 13.9% since the beginning of the year. SCHH is currently trading at $24 per share. Investors who bought $1,000 worth of SCHH shares 5 years ago would now be looking at an investment worth $1,180.
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Returns By Period
Schwab US REIT ETF (SCHH) has returned 13.92% so far this year and 14.58% over the past 12 months. Over the last ten years, SCHH has returned 4.16% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Schwab US REIT ETF
- 1D
- 1.24%
- 1M
- -0.08%
- YTD
- 13.92%
- 6M
- 14.36%
- 1Y
- 14.58%
- 3Y*
- 11.60%
- 5Y*
- 3.36%
- 10Y*
- 4.16%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SCHH Monthly Returns History
Based on dividend-adjusted daily data since Jan 13, 2011, SCHH's average daily return is +0.04%, while the average monthly return is +0.69%. At this rate, an investment would double in approximately 8.4 years.
Historically, 59% of months were positive and 41% were negative. The best month was Oct 2011 with a return of +14.7%, while the worst month was Mar 2020 at -22.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SCHH closed higher 53% of trading days. The best single day was Aug 9, 2011 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -18.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.49% | 7.57% | -6.18% | 8.98% | 0.13% | 0.94% | 13.92% | ||||||
| 2025 | 0.76% | 4.05% | -2.13% | -2.23% | 1.24% | 0.12% | -1.09% | 3.25% | 0.54% | -2.23% | 2.28% | -2.12% | 2.20% |
| 2024 | -4.93% | 1.78% | 1.84% | -7.64% | 5.12% | 2.30% | 7.11% | 5.61% | 3.18% | -3.58% | 3.54% | -7.95% | 4.99% |
| 2023 | 9.85% | -5.76% | -1.73% | 0.21% | -4.09% | 5.22% | 1.95% | -3.37% | -7.05% | -3.04% | 11.62% | 9.05% | 11.18% |
| 2022 | -7.95% | -3.96% | 7.02% | -3.66% | -4.63% | -7.14% | 8.39% | -5.77% | -12.60% | 3.32% | 5.96% | -4.91% | -24.99% |
| 2021 | -0.16% | 2.77% | 5.53% | 8.03% | 0.86% | 2.73% | 4.30% | 2.18% | -5.95% | 7.07% | -1.00% | 9.55% | 41.07% |
Benchmark Metrics
Schwab US REIT ETF has an annualized alpha of -1.99%, beta of 0.84, and R2 of 0.51 versus S&P 500 Index. Calculated based on daily prices since January 13, 2011.
- This ETF participated in 93.96% of S&P 500 Index downside but only 74.21% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -1.99%
- Beta
- 0.84
- R²
- 0.51
- Upside Capture
- 74.21%
- Downside Capture
- 93.96%
Expense Ratio
SCHH has an expense ratio of 0.07%, which is considered low.
Return for Risk
Risk / Return Rank
SCHH ranks 32 for risk / return — below 32% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Schwab US REIT ETF (SCHH) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCHH | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.37 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 2.78 | -1.02 |
| Martin ratioReturn relative to average drawdown | 5.53 | 12.44 | -6.91 |
Dividends
Dividend History
Schwab US REIT ETF provided a 2.75% dividend yield over the last twelve months, with an annual payout of $0.65 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.65 | $0.64 | $0.68 | $0.67 | $0.49 | $0.40 | $0.54 | $0.66 | $0.70 | $0.46 | $0.58 | $0.49 |
Dividend yield | 2.75% | 3.04% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.64% | 2.22% | 2.81% | 2.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab US REIT ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.11 | ||||||
| 2025 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.22 | $0.64 |
| 2024 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.24 | $0.68 |
| 2023 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.22 | $0.67 |
| 2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.49 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.17 | $0.40 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab US REIT ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab US REIT ETF was 44.22%, occurring on Mar 23, 2020. Recovery took 307 trading sessions.
The current Schwab US REIT ETF drawdown is 2.07%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -44.22%Mar 2020 | 28d | 1y 2mo | 1y 3moFeb 2020 - Jun 2021 |
2023 bear market2023 | -33.28%Oct 2023 | 1y 9mo | 2y 5mo | 4y 3moJan 2022 - Apr 2026 |
2011 bear market2011 | -22.71%Oct 2011 | 2mo 10d | 4mo 1d | 6mo 11dJul 2011 - Feb 2012 |
2013 correction2013 | -18.03%Aug 2013 | 2mo 29d | 9mo 14d | 1y 8dMay 2013 - May 2014 |
2018 correction2018 | -16.81%Feb 2018 | 1y 6mo | 6mo 10d | 2y 15dAug 2016 - Aug 2018 |
Drawdown Indicators
| SCHH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.22% | -56.78% | +12.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.28% | -9.10% | +0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -17.76% | -18.90% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -33.28% | -25.43% | -7.85% |
Max Drawdown (10Y)Largest decline over 10 years | -44.22% | -33.92% | -10.30% |
Current DrawdownCurrent decline from peak | -2.07% | -1.80% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -10.71% | +1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.03% | +0.61% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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