Schwab Global Real Estate FundSWASX
Type
Mutual fund
Peer group
Global equity
Net assets
$303.7M
Expense ratio
0.72%
1-year return
+20.7%
3 years, a year
+9.3%
5 years, a year
+4.5%
Holdings
101
What it aims to do.
The fund seeks capital growth and income consistent with prudent investment management.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WELL Welltower Inc | 5.26% |
| EQIX Equinix Inc | 4.78% |
| PLD Prologis Inc | 4.53% |
| PSA Public Storage | 3.12% |
| VICI VICI Properties Inc | 2.74% |
| SUI Sun Communities Inc | 2.62% |
| SPG Simon Property Group Inc | 2.50% |
| OHI Omega Healthcare Investors Inc | 2.36% |
| EGP EastGroup Properties Inc | 2.25% |
| VTR Ventas Inc | 2.21% |
More on SWASX.
- SWASX overview
- SWASX holdings
- SWASX risk
- SWASX costs
- SWASX money in and out
- SWASX share classes
- Compare SWASX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.