SCHH ETF Analysis: Schwab U.S. REIT | NYSE

Real Estate | NYSE, USA | Market Cap: 11.493m USD | 12M Return: 20% | Charts, Fundamentals & Technical Analysis

Equity REITs, Real Estate, Commercial Properties, Residential Properties
Total Rating 73
Safety 76
Buy Signal -0.03
Real Estate
Category Rotation: +2.5
TER: 0.07%
AUM: 11.5B
Avg Turnover: 150M
Risk 3d forecast
Volatility15.0%
VaR 5th Pctl2.71%
VaR vs Median0.36%
Reward TTM
Sharpe Ratio0.94
Rel. Str. IBD63.2
Rel. Str. Peer Group73.1
Character TTM
Beta0.186
Beta Downside0.141
Hurst Exponent0.518
Drawdowns 3y
Max DD17.75%
CAGR/Max DD0.62
CAGR/Mean DD2.18

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.4% 14
Feb +0.1% 2
Mar +0.8% 14
Apr +0.8% 11
May -0.7% 28
Jun +0.5% 35
Jul +1.6% 49
Aug -0.1% 8
Sep -2.8% 10
Oct -0.7% 30
Nov +3.1% 34
Dec -0.6% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SCHH Schwab U.S. REIT

SCHH tracks a U.S. equity REIT index, deliberately excluding mortgage REITs (which generate income by lending against real estate or holding mortgage-backed securities) and hybrid REITs (which combine equity ownership with mortgage activities). Under normal market conditions, the fund commits at least 90% of its net assets to securities contained in its underlying index.

The exclusion of mortgage REITs distinguishes SCHH from broader real estate exposure, as the remaining equity REITs typically derive revenue from owning, operating, and leasing physical properties such as office buildings, retail centers, industrial facilities, and residential complexes. This structure makes the funds performance more directly tied to real estate operating fundamentals than to interest rate movements that heavily influence mortgage REIT earnings.

Headlines to Watch Out For
  • Interest rate cuts boost REIT valuations across sectors
  • Commercial real estate office segment faces refinancing pressure
  • SCHH competes with Vanguard VNQ on expense ratio and AUM
What is the price of SCHH shares?

As of July 28, 2026, the stock is trading at USD 24.76 with a total of 4,859,620 shares traded. Over the past week, the price has changed by +1.06%, over one month by +2.70%, over three months by +8.51% and over the past year by +19.99%.

Current recommended Stop Loss: 24.00 (which is 3.1% or 2.2 ATR below the current price).

Is SCHH a buy, sell or hold?

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