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 |
|---|---|---|---|---|---|---|
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: Michael G. Stewart Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| MEI PHARMA INC. | December 18, 2023 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 1994 International Employee Stock Purchase Plan to extend the term of the Plan by ten years to November 30, 2034. Compensation |
Board | For | FOR 14 funds |
AGAINST 14 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 2001 Employee Stock Purchase Plan to extend the term of the Plan by ten years to August 31, 2034. Compensation |
Board | For | FOR 14 funds |
AGAINST 14 funds |
| MIDDLESEX WATER CO. | May 21, 2024 | To provide a non-binding advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 5 funds |
| MINERALS TECHNOLOGIES INC. | May 15, 2024 | Advisory vote to approve 2023 named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 9 funds |
| MODERNA INC. | May 6, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 14 funds |
| MODERNA INC. | May 6, 2024 | To elect three Class III director nominees set forth in the proxy statement, each to serve for a three-year term expiring at the 2027 annual meeting of shareholders and until his or her other respective successor is duly elected and qualified or such director's earlier death, resignation or removal: Robert Langer Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| MODIVCARE INC. | June 11, 2024 | A non-binding advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| MODIVCARE INC. | June 11, 2024 | Election of Directors: Rahul Samant Director Elections |
Board | For | AGAINST 12 funds |
FOR 7 funds |
| MONRO INC. | August 15, 2023 | Elect one director to Class 1 of the Board of Directors to serve the remainder of the Class 1 term and until her successor is duly elected and qualified at the 2024 annual meeting of shareholders; Lindsay N. Hyde Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 7 funds |
| MOOG INC. | February 6, 2024 | Non-Binding Advisory Vote on Executive Compensation Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 9 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Bill Lyons Director Elections |
Board | For | FOR 11 funds |
AGAINST 12 funds |
| MP MATERIALS CORP. | June 11, 2024 | Election of 2 Directors Named in the Proxy Statement: Andrew A. McKnight Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 6 funds |
| MP MATERIALS CORP. | June 11, 2024 | Election of 2 Directors Named in the Proxy Statement: James H. Litinsky Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 6 funds |
| MRC GLOBAL INC. | May 7, 2024 | Approve a non-binding advisory resolution approving the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| MUELLER INDUSTRIES INC. | September 26, 2023 | Approve the amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of common stock by 150,000,000 shares. Capital Structure |
Board | For | FOR 18 funds |
AGAINST 8 funds |
| NATIONAL STORAGE AFFILIATES TRUST | May 13, 2024 | The election of twelve trustees to serve on the Board of Trustees: Mark Van Mourick Director Elections |
Board | For | FOR 4 funds |
AGAINST 10 funds |
| NATURAL GAS SERVICES GROUP INC. | June 13, 2024 | Election of Directors: David L. Bradshaw Director Elections |
Board | For | AGAINST 20 funds |
FOR 1 fund |
| NATURAL HEALTH TRENDS CORP. | May 14, 2024 | To approve, by advisory vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| NATURE'S SUNSHINE PRODUCTS INC. | May 1, 2024 | An advisory, non-binding resolution to approve the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 4 funds |
| NECESSITY RETAIL REIT INC. | September 8, 2023 | To approve the merger of RTL and GNL, which will be effected through a merger of RTL with and into Osmosis Sub I, LLC ("REIT Merger Sub"), a wholly owned subsidiary of GNL. Extraordinary Transactions |
Board | For | FOR 4 funds |
AGAINST 9 funds |
| NEKTAR THERAPEUTICS | June 5, 2024 | Election of Directors: Robert B. Chess Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| NEOGENOMICS INC. | May 23, 2024 | Approval, on an advisory basis, of the Compensation Paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 6 funds |
| NEOGENOMICS INC. | May 23, 2024 | Election of the directors named in the proxy statement as set forth below: Lynn A. Tetrault Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 4 funds |
| NEOGENOMICS INC. | May 23, 2024 | Election of the directors named in the proxy statement as set forth below: Michael A. Kelly Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 4 funds |
| NETGEAR INC. | May 30, 2024 | Proposal to approve, on a non-binding advisory basis, a resolution approving the compensation of our Named Executive Officers in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| NETSCOUT SYSTEMS INC. | September 14, 2023 | To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation |
Board | For | FOR 19 funds |
AGAINST 7 funds |
| NEVRO CORP. | May 23, 2024 | To approve, on a non-binding, advisory basis, the compensation of the named executive officers as disclosed in the Company's proxy statement in accordance with the compensation disclosure rules of the Securities and Exchange Commission Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| NEW YORK COMMUNITY BANCORP INC. | June 5, 2024 | Approval of proposed amendments to the New York Community Bancorp, Inc. 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 19 funds |
FOR 12 funds |
| NEWELL BRANDS INC. | May 9, 2024 | Election of Directors: Bridget Ryan Berman Director Elections |
Board | For | FOR 18 funds |
AGAINST 11 funds |
| NEXPOINT RESIDENTIAL TRUST INC. | May 7, 2024 | To elect seven directors to serve until the 2025 annual meeting of stockholders: Scott Kavanaugh Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 5 funds |
| NINE ENERGY SERVICE INC. | May 3, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| NL INDUSTRIES INC. | May 16, 2024 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 3 funds |
| NORTHERN OIL & GAS INC. | May 23, 2024 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 9 funds |
| NORTHWEST PIPE CO. | June 13, 2024 | Election of Directors: Amanda Julian, for a three-year term, expiring 2027 Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 2 funds |
| NORTHWEST PIPE CO. | June 13, 2024 | Election of Directors: Keith Larson, for a three-year term, expiring 2027 Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 2 funds |
| NORTHWEST PIPE CO. | June 13, 2024 | Election of Directors: Richard Roman, for a three-year term, expiring 2027 Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 2 funds |
| NOVOCURE LTD. | June 5, 2024 | Election of Directors: William Doyle Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| NURIX THERAPEUTICS INC. | May 20, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 6 funds |
| NVR INC. | May 7, 2024 | Election of Directors: Alfred E. Festa Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| OCULAR THERAPEUTIX INC. | June 12, 2024 | To approve an advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| OCUPHIRE PHARMA INC. | June 11, 2024 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| OCWEN FINANCIAL CORP. | May 28, 2024 | Approval, on an advisory basis, of the compensation of the named executive officers, as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 3 funds |
| OIL-DRI CORP. OF AMERICA | December 13, 2023 | Approval, on an advisory basis, of the compensation of the named executive officers disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 3 funds |
| OIL-DRI CORPORATION OF AMERICA | December 13, 2023 | Approval of the Amended and Restated Oil-Dri Corporation of America 2006 Long Term Incentive Plan which, among other modifications, increases the number of shares authorized for issuance from 1,219,500 shares to 1,719,500 shares and increases the maximum individual grant size in any calendar year to 150,000 shares. Compensation |
Board | For | AGAINST 20 funds |
FOR 2 funds |
| OMEGA HEALTHCARE INVESTORS INC. | June 7, 2024 | Election of Directors: Kapila K. Anand Director Elections |
Board | For | AGAINST 4 funds |
FOR 15 funds |
| ONE GROUP HOSPITALITY INC. | May 21, 2024 | Proposal to approve, by an advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| ONE LIBERTY PROPERTIES INC. | June 10, 2024 | A proposal to approve, by non-binding vote, executive compensation of the Company for the year ended December 31, 2023, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| ONE STOP SYSTEMS INC. | May 15, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Amendment to OptimizeRx Corporation 2021 Equity Incentive Plan to increase the aggregate number of shares of common stock available for awards by 1,950,000 shares to 4,450,000 shares. Compensation |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| ORGANOGENESIS HOLDINGS INC. | June 20, 2024 | Approval of an amendment to our 2018 Equity Incentive Plan to increase the number of shares of Class A common stock reserved for issuance thereunder by 15,900,000 shares. Compensation |
Board | For | AGAINST 18 funds |
FOR 5 funds |
| ORGANON & CO. | June 4, 2024 | Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 14 funds |
| ORMAT TECHNOLOGIES INC. | May 8, 2024 | To approve an amendment and restatement of the Company's 2018 Incentive Compensation Plan to increase the total number of shares reserved thereunder. Compensation |
Board | For | FOR 19 funds |
AGAINST 9 funds |
| ORRSTOWN FINANCIAL SERVICES INC. | April 30, 2024 | Approve a non-binding advisory vote regarding the compensation paid to our Named Executive Officers ("Say-On-Pay"). Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 3 funds |
| OUTSET MEDICAL INC. | May 29, 2024 | Advisory vote to approve 2023 named executive officer compensation Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| OUTSET MEDICAL INC. | May 29, 2024 | Election of Class I Directors: Dale E. Jones Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| OUTSET MEDICAL INC. | May 29, 2024 | Election of Class I Directors: Karen Drexler Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| OUTSET MEDICAL INC. | May 29, 2024 | Election of Class I Directors: Leslie Trigg Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| OVINTIV INC. | May 2, 2024 | Election of the 11 Director Nominees Named in the Proxy Statement: Thomas G. Ricks Director Elections |
Board | Not determined | AGAINST 17 funds |
FOR 13 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | Election of Directors: Marshall Mohr Director Elections |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | To approve the amendment of our 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 13 funds |
FOR 4 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 5 funds |
| PACIFIC PREMIER BANCORP INC. | May 13, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 9 funds |
| PAGERDUTY INC. | June 13, 2024 | To conduct an advisory, non-binding vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| PALO ALTO NETWORKS INC. | December 12, 2023 | To approve an amendment to the 2021 Palo Alto Networks, Inc. Equity Incentive Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| PANGAEA LOGISTICS SOLUTIONS LTD. | August 7, 2023 | To approve, on an advisory, non-binding basis, the compensation of named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 2 funds |
| PAR TECHNOLOGY CORP. | June 3, 2024 | Approval of an Amendment to the Amended and Restated PAR Technology Corporation 2015 Equity Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 1,900,000 shares. Compensation |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| PAYONEER GLOBAL INC. | May 30, 2024 | Non-binding advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 5 funds |
| PDS BIOTECHNOLOGY CORP. | June 24, 2024 | To approve an amendment to our Eighth Amended and Restated Certificate of Incorporation, as amended, to increase the number of authorized shares of our common stock from 75,000,000 shares to 150,000,000 shares; Capital Structure |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| PDS BIOTECHNOLOGY CORP. | June 24, 2024 | To approve, by non-binding, advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: Cameron W. Kephart Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 2 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: Jill F. Schwartz Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 2 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: William J. Edwards Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 2 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Kimberly McWaters Director Elections |
Board | Not determined | FOR 22 funds |
WITHHOLD 12 funds |
| PERIMETER SOLUTIONS SA | May 23, 2024 | To approve the compensation of certain of the non-employee independent directors of the Company for 2023; Compensation |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| PERMIAN RESOURCES CORP. | May 22, 2024 | To approve, by a non-binding advisory vote, the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 11 funds |
| PERSONALIS INC. | May 17, 2024 | Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| PETIQ INC. | June 7, 2024 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 5 funds |
| PGT INNOVATIONS INC. | March 18, 2024 | To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to PGTI's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal"); Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| PHARMACYTE BIOTECH INC. | August 31, 2023 | Proposal to approve an amendment to the PharmaCyte Biotech, Inc. articles of incorporation, as amended, to increase the number authorized shares of common stock from 133,333,334 to 200,000,000. Capital Structure |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| PIPER SANDLER COMPANIES | May 23, 2024 | Election of Directors: Robbin Mitchell Director Elections |
Board | For | AGAINST 15 funds |
FOR 7 funds |
| PIPER SANDLER COMPANIES | May 23, 2024 | Election of Directors: Victoria M. Holt Director Elections |
Board | For | AGAINST 15 funds |
FOR 7 funds |
| PJT PARTNERS INC. | June 20, 2024 | To approve, on an advisory basis, the compensation of our Named Executive Officers (Proposal 2). Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| PJT PARTNERS INC. | June 20, 2024 | To elect the three nominees for Class III directors listed below, each to serve for a three-year term expiring at the 2027 annual meeting of shareholders (Proposal 1): James Costos Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 7 funds |
| PLAYA HOTELS & RESORTS NV | May 16, 2024 | Authorization of the Board to acquire shares (and depository receipts for shares) in the capital of the Company Capital Structure |
Board | For | AGAINST 16 funds |
FOR 3 funds |
| PLUG POWER INC. | June 5, 2024 | Election of Class I Directors: Kavita Mahtani Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| PLUG POWER INC. | June 5, 2024 | Election of Class I Directors: Maureen O. Helmer Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| PLUG POWER INC. | June 5, 2024 | The approval of the non-binding, advisory vote regarding the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 10 funds |
| PMV PHARMACEUTICALS INC. | June 6, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| PNM RESOURCES INC. | June 4, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 9 funds |
| PNM RESOURCES INC. | June 4, 2024 | Elect as Directors the ten nominees named in the proxy statement: James A. Hughes Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| PONCE FINANCIAL GROUP INC. | June 13, 2024 | Election of Directors for term ending in 2027: James C. Demetriou Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 2 funds |
| PONCE FINANCIAL GROUP INC. | June 13, 2024 | Election of Directors for term ending in 2027: Nick R. Lugo Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 2 funds |
| POSEIDA THERAPEUTICS INC. | June 17, 2024 | To elect the Board of Directors' two nominees to serve as Class I directors named herein to hold office until the 2027 Annual Meeting of Stockholders: Cynthia Collins Director Elections |
Board | For | WITHHOLD 16 funds |
FOR 4 funds |
| POWER INTEGRATIONS INC. | May 17, 2024 | To approve, on an advisory basis, the compensation of Power Integrations' named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| POWERFLEET INC. | July 20, 2023 | Approval of an amendment to the Company's 2018 Incentive Plan, as amended, to increase the number of shares of common stock available for issuance thereunder. Compensation |
Board | For | FOR 11 funds |
AGAINST 1 fund |
| PRAXIS PRECISION MEDICINES INC. | June 5, 2024 | Election of Class I Directors to serve until the 2027 Annual Meeting of Stockholders, and until their respective successors have been duly elected and qualified: Dean Mitchell Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| PRICESMART INC. | February 1, 2024 | To approve, on an advisory basis, the compensation of the Company's executive officers for fiscal year 2023. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 8 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: Beverly A. Cummings Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 2 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.