Home › Asset managers › Compare 2023-2024 › Dimensional vs Charles Schwab
Dimensional 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 10,769 | 9,718 | 974 | 77 | 90.9% | 90.8% |
| Board proposals | 9,721 | 8,853 | 865 | 3 | 91.1% | 91.1% |
| E&S shareholder proposals | 300 | 211 | 17 | 72 | 92.5% | 87.2% |
| Other items | 748 | 654 | 92 | 2 | 87.7% | 87.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
865 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Dimensional | Charles Schwab |
|---|---|---|---|---|---|---|
| INARI MEDICAL INC. | April 24, 2024 | To elect the four nominees for Class I director to serve until the 2027 annual meeting of stockholders and until their successors are duly elected and qualified: Rebecca Chambers Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 4 funds |
| INDEPENDENCE CONTRACT DRILLING INC. | June 5, 2024 | Approve, on an advisory basis, compensation of the Company's named executive officers (the "Say-on-Pay Proposal"). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| INDEPENDENCE CONTRACT DRILLING INC. | June 5, 2024 | Election of Directors: James G. Minmier Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| INDEPENDENCE CONTRACT DRILLING INC. | June 5, 2024 | Election of Directors: Stacy D. Nieuwoudt Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| INDEPENDENCE CONTRACT DRILLING INC. | June 5, 2024 | Election of Directors: Vincent J. Cebula Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| INFUSYSTEM HOLDINGS INC. | May 16, 2024 | Approval, on an advisory basis, of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 3 funds |
| INGLES MARKETS INC. | February 13, 2024 | To approve, by non-binding vote, executive compensation, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| INOGEN INC. | June 5, 2024 | To approve the Inogen, Inc. Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| INSTIL BIO INC. | June 13, 2024 | Election of two Class III directors to the Board of Directors, each to hold office until the 2027 Annual Meeting of Stockholders: R. Kent McGaughy, Jr. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Nicole Yuen Director Elections |
Board | For | AGAINST 11 funds |
FOR 14 funds |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Paul J. Brody Director Elections |
Board | For | AGAINST 11 funds |
FOR 14 funds |
| INTERCONTINENTAL EXCHANGE INC. | May 17, 2024 | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 14 funds |
| INTERDIGITAL INC. | June 5, 2024 | Election of Directors: Joan H. Gillman Director Elections |
Board | For | AGAINST 15 funds |
FOR 7 funds |
| INTEVAC INC. | May 15, 2024 | Proposal to approve an amendment to the Intevac 2020 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 900,000 shares. Compensation |
Board | For | AGAINST 16 funds |
FOR 2 funds |
| INTUIT INC. | January 18, 2024 | Election of Directors: Raul Vazquez Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| INTUITIVE SURGICAL INC. | April 25, 2024 | The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 15 funds |
| INVESCO LTD. | May 23, 2024 | Amendment and restatement of the Invesco Ltd. 2016 Global Equity Incentive Plan to increase the number of authorized shares and make certain other revisions Compensation |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| INVESTAR HOLDING CORP. | May 15, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 2 funds |
| IQVIA HOLDINGS INC. | April 16, 2024 | Approve an advisory (non-binding) resolution to approve IQVIA's executive compensation (say-on-pay). Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 18 funds |
| IQVIA HOLDINGS INC. | April 16, 2024 | The election of six directors: Carol J. Burt Director Elections |
Board | For | AGAINST 17 funds |
FOR 15 funds |
| IQVIA HOLDINGS INC. | April 16, 2024 | The election of six directors: Todd B. Sisitsky Director Elections |
Board | For | AGAINST 17 funds |
FOR 15 funds |
| IROBOT CORP. | May 23, 2024 | Approve an amendment to the iRobot Corporation 2018 Stock Option and Incentive Plan, as amended (the "2018 Plan"), to increase the maximum number of shares reserved and issuable under the 2018 Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| IROBOT CORP. | May 23, 2024 | Approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 7 funds |
| ITERIS INC. | September 7, 2023 | To approve, by advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 3 funds |
| IZEA WORLDWIDE INC. | October 17, 2023 | To approve an amendment and restatement of IZEA's Amended and Restated 2011 Equity Incentive Plan to, among other things, increase the number of shares of common stock authorized for issuance thereunder by 1,800,000 and to reflect emerging best practices. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| JETBLUE AIRWAYS CORP. | May 17, 2024 | To approve an amendment to the JetBlue Airways Corporation 2020 Omnibus Equity Incentive Plan to increase the number of shares of common stock authorized for issuance Compensation |
Board | For | AGAINST 17 funds |
FOR 7 funds |
| KALVISTA PHARMACEUTICALS INC. | September 26, 2023 | Approval, on a non-binding advisory basis, of the compensation paid by us to our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 3 funds |
| KALVISTA PHARMACEUTICALS INC. | September 26, 2023 | The election of two Class II directors to hold office until the earliest of our 2026 annual meeting of stockholders and such individual's death, resignation or removal and the election and qualification of his or her successor: PATRICK TREANOR Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| KB HOME | April 18, 2024 | Election of Directors: Arthur R. Collins Director Elections |
Board | For | FOR 19 funds |
AGAINST 9 funds |
| KB HOME | April 18, 2024 | Election of Directors: James C. Weaver Director Elections |
Board | For | FOR 19 funds |
AGAINST 9 funds |
| KB HOME | April 18, 2024 | Election of Directors: Jodeen A. Kozlak Director Elections |
Board | For | FOR 19 funds |
AGAINST 9 funds |
| KEROS THERAPEUTICS INC. | May 30, 2024 | To elect the three (3) nominees for director named below to hold office until the 2027 Annual Meeting of Stockholders: Jasbir Seehra Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| KEYCORP | May 9, 2024 | Advisory approval of executive compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 16 funds |
| KIMBALL ELECTRONICS INC. | November 17, 2023 | To approve the Kimball Electronics, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 18 funds |
FOR 4 funds |
| KINSALE CAPITAL GROUP INC. | May 23, 2024 | Election of nine directors: Gregory M. Share Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| KINSALE CAPITAL GROUP INC. | May 23, 2024 | Election of nine directors: James J. Ritchie Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| KLX ENERGY SERVICES HOLDINGS INC. | May 9, 2024 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers; Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| KNIFE RIVER CORP. | May 14, 2024 | Election of Two Class I Directors: German Carmona Alvarez Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| KODIAK SCIENCES INC. | June 4, 2024 | Approve, on an advisory basis, the compensation of Kodiak's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Andrew D. Sandifer Director Elections |
Board | For | FOR 20 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: David L. Motley Director Elections |
Board | For | FOR 20 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Louis L. Testoni Director Elections |
Board | For | FOR 20 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Sonja M. Wilkerson Director Elections |
Board | For | FOR 20 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Xudong Feng, Ph.D. Director Elections |
Board | For | FOR 20 funds |
AGAINST 8 funds |
| KRONOS WORLDWIDE INC. | May 15, 2024 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 5 funds |
| KURA ONCOLOGY INC. | June 5, 2024 | Approval of an amendment to our Amended and Restated 2014 Equity Incentive Plan. Compensation |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| KURA ONCOLOGY INC. | June 5, 2024 | Election of two Class I directors for three-year terms: Faheem Hasnain Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 4 funds |
| KURA ONCOLOGY INC. | June 5, 2024 | Election of two Class I directors for three-year terms: Troy E. Wilson, Ph.D, J.D. Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 4 funds |
| LAKELAND FINANCIAL CORP. | April 9, 2024 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 7 funds |
| LANDMARK BANCORP INC. | May 22, 2024 | Approval of the Landmark Bancorp, Inc. 2024 Stock Incentive Plan. Compensation |
Board | For | AGAINST 16 funds |
FOR 1 fund |
| LANTHEUS HOLDINGS INC. | April 25, 2024 | The election of three Class III directors to our Board of Directors: Mr. Brian Markison Director Elections |
Board | For | AGAINST 12 funds |
FOR 9 funds |
| LAZYDAYS HOLDINGS INC. | June 10, 2024 | Approval of an amendment to the 2018 Long-Term Incentive Plan to increase the number of authorized shares of common stock by 1,500,000. Compensation |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| LCI INDUSTRIES | May 16, 2024 | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| LEE ENTERPRISES INC. | February 22, 2024 | Approve, by non-binding vote, the Company's compensation of its Named Executive Officers ("Say-On-Pay" vote). Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| LEMONADE INC. | June 5, 2024 | To approve on an advisory (non-binding) basis the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Armando Olivera Director Elections |
Board | For | FOR 17 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Jeffrey Sonnenfeld Director Elections |
Board | For | FOR 17 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Serena Wolfe Director Elections |
Board | For | FOR 17 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Stuart Miller Director Elections |
Board | For | AGAINST 17 funds |
FOR 13 funds |
| LIBERTY ENERGY INC. | April 16, 2024 | Approval of an amendment and restatement of the Company's long term incentive plan. Compensation |
Board | For | AGAINST 19 funds |
FOR 8 funds |
| LIBERTY LATIN AMERICA LTD. | May 21, 2024 | To approve, on an advisory basis, the compensation of our named executive officers as described in the proxy statement under the heading "Executive Officers and Directors Compensation;" and Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 2 funds |
| LIFE TIME GROUP HOLDINGS INC. | April 26, 2024 | To approve, by a non-binding vote, the named executive officer compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 6 funds |
| LIFEWAY FOODS INC. | June 14, 2024 | To approve, by non-binding advisory vote, executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| LIGHTBRIDGE CORP. | April 19, 2024 | Approval of an amendment to the Lightbridge Corporation 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| LINCOLN NATIONAL CORP. | May 23, 2024 | The approval of an advisory resolution on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 14 funds |
| LINCOLN NATIONAL CORP. | May 23, 2024 | The approval of an amendment to the Lincoln National Corporation 2020 Incentive Compensation Plan. Compensation |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| LINKBANCORP INC. | May 23, 2024 | Election of Directors: Debra Pierson Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| LINKBANCORP INC. | May 23, 2024 | Election of Directors: George Parmer Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| LINKBANCORP INC. | May 23, 2024 | Election of Directors: Steven I. Tressler Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| LIONS GATE ENTERTAINMENT CORP. | November 28, 2023 | Election of Directors: Emily Fine Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | November 28, 2023 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 7 funds |
| LIPOCINE INC. | June 5, 2024 | Proposal to adopt, on an advisory basis, a non-binding resolution approving the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LITHIA MOTORS INC. | April 23, 2024 | To approve, by an advisory vote, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| LOEWS CORP. | May 14, 2024 | Election of Directors: Paul J. Fribourg Director Elections |
Board | For | FOR 15 funds |
AGAINST 14 funds |
| LOVESAC CO. | June 11, 2024 | To approve Amendment No. 2 of the Second Amended and Restated 2017 Equity Incentive Plan that increases the number of shares reserved for issuance thereunder by 1,100,000 shares. Compensation |
Board | For | AGAINST 20 funds |
FOR 2 funds |
| LOVESAC CO. | June 11, 2024 | To provide advisory approval of the Company's fiscal 2024 compensation for its named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 3 funds |
| LSB INDUSTRIES INC. | May 23, 2024 | Election of Directors: Barry H. Golsen Director Elections |
Board | For | AGAINST 18 funds |
FOR 7 funds |
| LUMENTUM HOLDINGS INC. | November 17, 2023 | To approve the Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | AGAINST 19 funds |
FOR 11 funds |
| MACERICH CO. | May 30, 2024 | Advisory vote to approve our named executive officer compensation as described in our Proxy Statement. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 10 funds |
| MACROGENICS INC. | May 21, 2024 | To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials. Compensation |
Board | For | AGAINST 11 funds |
FOR 5 funds |
| MADISON SQUARE GARDEN ENTERTAINMENT CORP. | December 6, 2023 | Approval of the Company's 2023 Employee Stock Plan. Compensation |
Board | For | AGAINST 19 funds |
FOR 8 funds |
| MANHATTAN ASSOCIATES INC. | May 23, 2024 | Election of Directors: Deepak Raghavan Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| MANITOWOC CO. INC. | May 7, 2024 | An advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 9 funds |
| MANPOWERGROUP INC. | May 3, 2024 | Election of Directors: Jonas Prising Director Elections |
Board | For | AGAINST 21 funds |
FOR 9 funds |
| MARATHON DIGITAL HOLDINGS INC. | June 27, 2024 | The approval of an amendment to our Amended and Restated 2018 Equity Incentive Plan (our "2018 Plan") to increase the number of shares of our common stock, par value $0.0001 per share, reserved under our 2018 Plan by 15,000,000, or from 30,000,000 shares to 45,000,000 shares. Compensation |
Board | For | AGAINST 15 funds |
FOR 5 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Benjamin Daverman Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Carl Hull Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Constantine Mihas Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Susannah Gray Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| MARCUS & MILLICHAP INC. | May 2, 2024 | To approve the Amended and Restated 2013 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| MARKEL GROUP INC. | May 22, 2024 | Advisory vote on approval of executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 12 funds |
| MASCO CORP. | May 10, 2024 | Election of Directors: John C. Plant Director Elections |
Board | For | FOR 12 funds |
AGAINST 15 funds |
| MASCO CORP. | May 10, 2024 | Election of Directors: Marie A. Ffolkes Director Elections |
Board | For | FOR 12 funds |
AGAINST 15 funds |
| MASTEC INC. | May 14, 2024 | Approval of a non-binding advisory resolution regarding the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 13 funds |
| MASTECH DIGITAL INC. | May 15, 2024 | Vote to approve the amendment and restatement of our Stock Incentive Plan originally effective as of October 1, 2008 and amended and restated effective as of May 14, 2014 (as amended through the date hereof, the "Plan"). Compensation |
Board | For | AGAINST 12 funds |
FOR 1 fund |
| MATTEL INC. | May 29, 2024 | Approval of the Mattel, Inc. Amended and Restated 2010 Equity and Long-Term Compensation Plan. Compensation |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| MAXLINEAR INC. | May 23, 2024 | To approve, on an advisory basis, the compensation of our named executive officers for the year ended December 31, 2023. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| MCEWEN MINING INC. | June 27, 2024 | To approve the McEwen Mining Inc. 2024 Equity and Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: C. Reynolds Thompson, III Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.