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The Schwab U.S. REIT ETF (SCHH) is an exchange-traded fund that seeks to track the performance of the U.S. publicly listed real estate market through real estate investment trusts (REITs). The ETF is managed by Charles Schwab Investment Management and trades under the ticker SCHH on NYSE Arca.
Classified as a sector-focused equity ETF, SCHH aims to reflect, before fees and expenses, the performance of the Dow Jones U.S. Select REIT Index. To achieve this objective, the fund follows a passive management strategy, maintaining a portfolio designed to replicate the composition and weighting of its reference index.
The Dow Jones U.S. Select REIT Index is composed of REITs and real estate companies selected based on eligibility, liquidity, and operational structure criteria.
Weighting is based on free-float–adjusted market capitalization, and the index undergoes periodic reviews, including additions, removals, and rebalancing, a process followed by the ETF to maintain alignment with its methodology.
Diversification and sector exposure
Commercial real estate.
Residential real estate.
Industrial and logistics properties.
Office buildings.
Retail properties and shopping centers.
Data centers and real estate infrastructure.
Structure and costs
Shares of SCHH are traded on the secondary market, while creation and redemption of shares occur through authorized participants, a mechanism that helps keep the ETF’s market price close to its net asset value (NAV).
The fund charges a competitive management fee, typical of passive ETFs, and does not apply a performance fee. SCHH distributes income periodically, primarily derived from dividends paid by the real estate assets held in its portfolio.
History and evolution of the ETF
The Schwab U.S. REIT ETF was launched in 2011, during a period marked by the consolidation of sector-based ETFs and broader access to real estate exposure through exchange-traded products.
Since inception, the fund has established itself as a broad vehicle for exposure to the U.S. REIT market, aligning with the growth of passive investment strategies focused on real estate.
In recent years, SCHH has reflected the challenges faced by U.S. REITs, including the impact of higher interest rates and shifts in demand for commercial and residential real estate. Performance has been linked to property market conditions and broader macroeconomic trends.
