Research notes
Each note carries its date, immutable run, verification records, method, and the limits that could change the conclusion.
Registry run finished 2026-07-29T14:46:26.918Z · Run 363649da
114 of 200 funds had a declared benchmark that differed from the computed best-fit index. 96 crossed index families; 18 were mild adjacent-index differences within the same family.
Registry run finished 2026-07-26T16:44:10.721Z · Run 8bf57e6c
Schwab U.S. Dividend Equity ETF measured 87.3% vs the Russell 1000 Value index; measured against the filed holdings of iShares Russell 1000 Value ETF (IWD), as of 2026-03-31 for a filed 6 bps fee: 14.542 percentage points of measured active share per fee basis point. That places it 3rd among 97 finite, eligible primary share classes in the July run.