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 |
|---|---|---|---|---|---|---|
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: Charles E. Drimal, Jr. Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: Thomas S. T. Gimbel Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 2 funds |
| PRIMERICA INC. | May 8, 2024 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| PRO-DEX INC. | December 14, 2023 | To amend the Company's 2014 Employee Stock Purchase Plan in order to extend its term for an additional ten years. Compensation |
Board | For | AGAINST 10 funds |
FOR 1 fund |
| PROFRAC HOLDING CORP. | May 30, 2024 | To elect the six (6) nominees identified in the accompanying Proxy Statement to serve as directors for the ensuing year: Matthew D. Wilks Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| PROSPERITY BANCSHARES INC. | April 16, 2024 | Advisory approval of the compensation of the Company's named executive officers (Say-On-Pay). Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| PROTAGONIST THERAPEUTICS INC. | June 20, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| PRUDENTIAL FINANCIAL INC. | May 14, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| PULTEGROUP INC. | May 6, 2024 | Election of Directors: Bryce Blair Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| QUAKER CHEMICAL CORP. | May 8, 2024 | To consider and act upon a proposal to approve the 2024 Long-Term Performance Incentive Plan. Compensation |
Board | For | AGAINST 19 funds |
FOR 8 funds |
| QUANEX BUILDING PRODUCTS CORP. | February 27, 2024 | To elect 7 directors to serve until the Annual Meeting of Stockholders in 2025: Susan F. Davis Director Elections |
Board | For | FOR 20 funds |
AGAINST 7 funds |
| RADIAN GROUP INC. | May 22, 2024 | Advisory, non-binding vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 10 funds |
| RALPH LAUREN CORP. | August 3, 2023 | Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 12 funds |
| RAMBUS INC. | April 25, 2024 | Election of Directors: Charles Kissner Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| RAYMOND JAMES FINANCIAL INC. | February 22, 2024 | ELECTION OF DIRECTORS: Art A. Garcia Director Elections |
Board | For | AGAINST 17 funds |
FOR 14 funds |
| RB GLOBAL INC. | May 7, 2024 | Approval, on an advisory basis, of a non-binding resolution on the compensation of the Company's named executive officers as described in the Company's definitive proxy statement. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| RE/MAX HOLDINGS INC. | May 23, 2024 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 5 funds |
| RED RIVER BANCSHARES INC. | May 2, 2024 | Election of Directors: Teddy R. Price Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 2 funds |
| RED ROBIN GOURMET BURGERS INC. | May 23, 2024 | Approval of the 2024 Performance Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| REDWOOD TRUST INC. | May 21, 2024 | To vote on a non-binding advisory resolution to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| REGIONAL MANAGEMENT CORP. | May 16, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 4 funds |
| REKOR SYSTEMS INC. | April 18, 2024 | Adoption of Charter Amendment to increase authorized common stock. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| RENAISSANCERE HOLDINGS LTD. | May 13, 2024 | To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| REPLIGEN CORP. | May 16, 2024 | Advisory vote to approve the compensation paid to Repligen Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 15 funds |
| RESIDEO TECHNOLOGIES INC. | June 5, 2024 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 9 funds |
| RESIDEO TECHNOLOGIES INC. | June 5, 2024 | Election of Directors: Brian Kushner Director Elections |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| REV GROUP INC. | February 29, 2024 | Election of Class I Directors: Charles Dutil Director Elections |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| REV GROUP INC. | February 29, 2024 | Election of Class I Directors: Jean Marie Canan Director Elections |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Melanie Cox Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 4 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Michael Karanikolas Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 4 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Michael Mente Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 4 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: David S. Harris Director Elections |
Board | For | FOR 20 funds |
AGAINST 7 funds |
| REXFORD INDUSTRIAL REALTY INC. | June 11, 2024 | Election of Directors: Richard S. Ziman Director Elections |
Board | For | FOR 4 funds |
AGAINST 14 funds |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | Election of Directors: Allen P. Hugli Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 13 funds |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | Election of Directors: Helen Golding Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 13 funds |
| RIMINI STREET INC. | June 6, 2024 | Election of Class I Director: Jack L. Acosta Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 3 funds |
| RITHM CAPITAL CORP. | May 23, 2024 | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| RLI CORP. | May 2, 2024 | Election of Directors: Clark C. Kellogg Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| RMR GROUP INC (THE) | March 27, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 9 funds |
| ROBLOX CORP. | May 30, 2024 | Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 9 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: Naveen Yalamanchi, M.D. Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 4 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: R. Keith Woods Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 4 funds |
| ROYALTY PHARMA PLC | June 6, 2024 | A non-binding advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 12 funds |
| RUMBLEON INC. | July 14, 2023 | To approve an amendment to the RumbleOn, Inc. 2017 Stock Incentive Plan (the "Plan") to increase the number of shares of Class B common stock authorized for issuance under the Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| RUMBLEON INC. | June 4, 2024 | Election of Directors: Mark Cohen Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| RUMBLEON INC. | June 4, 2024 | Election of Directors: Rebecca Polak Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| RUMBLEON INC. | June 4, 2024 | Election of Directors: Steven Pully Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| RUMBLEON INC. | June 4, 2024 | To approve, by non-binding vote, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| SABRE CORP. | April 24, 2024 | Election of Directors (term to expire at 2025 Annual Meeting of Stockholders): Phyllis Newhouse Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| SABRE CORP. | April 24, 2024 | To approve our 2024 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| SANGAMO THERAPEUTICS INC. | June 4, 2024 | To approve, on an advisory basis, the compensation of our named executive officers, or NEOs, as described in the accompanying Proxy Statement; Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SANMINA CORP. | March 11, 2024 | To approve, on an advisory (non-binding) basis, the compensation of Sanmina Corporation's named executive officers: Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 9 funds |
| SAUL CENTERS INC. | May 17, 2024 | Approval of the Company's 2024 Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | April 3, 2024 | Election of Directors: Vanitha Narayanan Director Elections |
Board | For | FOR 16 funds |
AGAINST 12 funds |
| SEACOR MARINE HOLDINGS INC. | June 4, 2024 | Election of Directors: Alfredo Miguel Bejos Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 2 funds |
| SEACOR MARINE HOLDINGS INC. | June 4, 2024 | Election of Directors: R. Christopher Regan Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 2 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 23, 2023 | Determine the Price Range for the Re-allotment of Treasury Shares under Irish law. Capital Structure |
Board | For | FOR 12 funds |
AGAINST 11 funds |
| SEALED AIR CORP. | May 23, 2024 | Approval, as an advisory vote, of Sealed Air's 2023 executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 14 funds |
| SECUREWORKS CORP. | June 25, 2024 | Approval of an amendment to increase the number of shares of Class A common stock issuable under the SecureWorks Corp. 2016 Long-Term Incentive Plan Compensation |
Board | For | AGAINST 16 funds |
FOR 1 fund |
| SECUREWORKS CORP. | June 25, 2024 | Approval, on an advisory basis, of the compensation of SecureWorks Corp.'s named executive officers as disclosed in the proxy statement Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 2 funds |
| SEI INVESTMENTS CO. | May 29, 2024 | Election of Directors: Carl A. Guarino Director Elections |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| SEI INVESTMENTS CO. | May 29, 2024 | To approve the adoption of the 2024 Omnibus Equity Compensation Plan. Compensation |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| SELECT WATER SOLUTIONS INC. | May 8, 2024 | To approve the Select Water Solutions, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| SENSUS HEALTHCARE INC. | May 31, 2024 | Election of Directors: Joseph Sardano Director Elections |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| SENSUS HEALTHCARE INC. | May 31, 2024 | Election of Directors: Megan Cornish Director Elections |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| SENTINELONE INC. | June 27, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| SERES THERAPEUTICS INC. | April 4, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| SERVICENOW INC. | May 23, 2024 | Election of Directors: Teresa Briggs Director Elections |
Board | For | AGAINST 11 funds |
FOR 13 funds |
| SES AI CORP. | June 7, 2024 | To approve, in a non-binding advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| SHATTUCK LABS INC. | June 7, 2024 | To elect the three Class I director nominees to serve until the 2027 Annual Meeting of Stockholders and until their successors are duly elected and qualified: Tyler Brous Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| SHOALS TECHNOLOGIES GROUP INC. | May 2, 2024 | Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay" proposal). Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| SHUTTERSTOCK INC. | June 6, 2024 | To approve the Amended and Restated 2022 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 7 funds |
| SI-BONE INC. | June 25, 2024 | Election of Directors: Mika Nishimura Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| SIERRA BANCORP | May 22, 2024 | To approve, on an advisory and non binding basis, the compensation paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 3 funds |
| SIMON PROPERTY GROUP INC. | May 8, 2024 | Election of Directors: Allan Hubbard Director Elections |
Board | For | AGAINST 5 funds |
FOR 17 funds |
| SIMON PROPERTY GROUP INC. | May 8, 2024 | Election of Directors: Gary M. Rodkin Director Elections |
Board | For | AGAINST 5 funds |
FOR 17 funds |
| SIMON PROPERTY GROUP INC. | May 8, 2024 | Election of Directors: Glyn F. Aeppel Director Elections |
Board | For | AGAINST 5 funds |
FOR 17 funds |
| SIMON PROPERTY GROUP INC. | May 8, 2024 | Election of Directors: Larry C. Glasscock Director Elections |
Board | For | AGAINST 5 funds |
FOR 17 funds |
| SIMON PROPERTY GROUP INC. | May 8, 2024 | Election of Directors: Peggy Fang Roe Director Elections |
Board | For | AGAINST 5 funds |
FOR 17 funds |
| SIRIUSPOINT LTD. | May 20, 2024 | Election of Directors (Class II): Mehdi A. Mahmud Director Elections |
Board | For | FOR 20 funds |
WITHHOLD 4 funds |
| SITIME CORP. | May 30, 2024 | Election of Directors: Christine A. Heckart Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 4 funds |
| SITIME CORP. | May 30, 2024 | Election of Directors: Edward H. Frank Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 4 funds |
| SITIME CORP. | May 30, 2024 | Election of Directors: Tom D. Yiu Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 4 funds |
| SLEEP NUMBER CORP. | May 21, 2024 | Advisory Vote on Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| SLEEP NUMBER CORP. | May 21, 2024 | Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 1,500,000 shares Compensation |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| SMARTRENT INC. | May 14, 2024 | To approve the SmartRent, Inc. 2021 Equity Incentive Plan, as amended and restated, to increase the number of shares reserved for issuance thereunder. Compensation |
Board | For | AGAINST 16 funds |
FOR 4 funds |
| SNOWFLAKE INC. | July 5, 2023 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 13 funds |
| SOLID BIOSCIENCES INC. | June 11, 2024 | Election of Class III Directors: Georgia Keresty Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 1 fund |
| SOLID BIOSCIENCES INC. | June 11, 2024 | Election of Class III Directors: Ian Smith Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 1 fund |
| SOLID BIOSCIENCES INC. | June 11, 2024 | Election of Class III Directors: Ilan Ganot Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 1 fund |
| SOLID BIOSCIENCES INC. | June 11, 2024 | Election of Class III Directors: Martin Freed Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 1 fund |
| SOLID POWER INC. | May 22, 2024 | Approval, by a non-binding advisory vote, of the compensation of Solid Power Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: B. Scott Smith Director Elections |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: David Bruton Smith Director Elections |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: Michael Hodge Director Elections |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: William I. Belk Director Elections |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: William R. Brooks Director Elections |
Board | For | AGAINST 20 funds |
FOR 7 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.