ETFs - Profile

Schwab U.S. REIT ETF

US > Real Estate >

Rank

Universe Rank
17 12

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in securities included in the Index.

The Index generally includes all publicly traded equity real estate investment trusts. However, the Index excludes mortgage REITs, and hybrid REITs.

Then the manager constructs a portfolio of stocks from More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $45.68
    -0.43
  • 52 Week HL
  • $49.84 - $33.46
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
20.3 % YTD

  • 3 Year
  • 18.95%
  • 5 Year
  • 15.04%
  • Best
  • 31.87%
    2014
  • Worst
  • -17.38%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
SCHH 20%-17%20%-4%4%7%4%32%1%17%0%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 8.2% -28.8% 15.7% -7.5% -0.4% 4.9% 4.6% 10.2% 7.1% 10.7% -
Q2 11.2% 7.6% 0.3% 11.6% 1.7% 5.5% -10% 7.3% -1.4% 2.9% -
Q3 -1.9% 0.4% 6.4% 1.5% 0.4% -1.3% 3% -3.1% -2.8% -1.5% -
Q4 - 7.4% -2.6% -5.7% 2.3% -2.6% 7.6% 15.2% -1.2% 2.9% -

Returns +
M

J F M A M J J A S O N D
2021 -0.3% 2.9% 5.5% 6.4% 1.7% 2.8% 4.3% 2.4% -6.4% - - -
2020 0.4% -8.2% -22.8% 7.7% -0.4% 0.2% -0.8% 5.4% -3.9% -4% 10.5% 1.1%

Annual Return

Index Comparison

Alpha

NAV