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 |
|---|---|---|---|---|---|---|
| SOUNDTHINKING INC. | June 11, 2024 | Advisory approval of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 3 funds |
| SOUTHERN FIRST BANCSHARES INC. | May 21, 2024 | To conduct an advisory vote on the compensation of our named executive officers as disclosed in this proxy statement (this is a non-binding, advisory vote). Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 3 funds |
| SOUTHERN MISSOURI BANCORP INC. | October 30, 2023 | Election of Directors for terms to expire in 2026: David J. Tooley Director Elections |
Board | For | AGAINST 18 funds |
FOR 2 funds |
| SOUTHERN MISSOURI BANCORP INC. | October 30, 2023 | Election of Directors for terms to expire in 2026: Dennis C. Robison Director Elections |
Board | For | AGAINST 18 funds |
FOR 2 funds |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | Election of Directors: Ronald T. Kadish Director Elections |
Board | For | FOR 2 funds |
AGAINST 9 funds |
| SPORTSMAN'S WAREHOUSE HOLDINGS INC. | May 30, 2024 | Approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| SPORTSMAN'S WAREHOUSE HOLDINGS INC. | May 30, 2024 | Election of Directors: Steven R. Becker Director Elections |
Board | For | FOR 19 funds |
AGAINST 7 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Barry McCarthy (B Director) Director Elections |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Christopher Marshall (B Director) Director Elections |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Daniel Ek (A Director) Director Elections |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Martin Lorentzon (A Director) Director Elections |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Shishir Samir Mehrotra (A Director) Director Elections |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| SPRINGWORKS THERAPEUTICS INC. | May 16, 2024 | Election of Class II Director: Freda Lewis-Hall Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of SS&C Technologies Holdings, Inc. Amended and Restated 2023 Stock Incentive Plan. Compensation |
Board | For | FOR 16 funds |
AGAINST 11 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The election of the nominees listed below as Class II directors: Jonathan E. Michael Director Elections |
Board | For | AGAINST 16 funds |
FOR 11 funds |
| STEEL DYNAMICS INC. | May 9, 2024 | Election of Directors: Sheree L. Bargabos Director Elections |
Board | Not determined | AGAINST 19 funds |
FOR 14 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Catherine C. B. Schmelter Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Connie K. Duckworth Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Kate Pew Wolters Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Linda K. Williams Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| STERLING INFRASTRUCTURE INC. | May 9, 2024 | Election of Directors: Dwayne A. Wilson Director Elections |
Board | For | AGAINST 19 funds |
FOR 8 funds |
| STEVEN MADDEN LTD. | May 22, 2024 | TO APPROVE AMENDMENTS TO THE STEVEN MADDEN, LTD. 2019 INCENTIVE COMPENSATION PLAN. Compensation |
Board | For | FOR 19 funds |
AGAINST 7 funds |
| SUMMIT FINANCIAL GROUP INC. | December 6, 2023 | To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to the named executive officers of Summit in connection with the transactions contemplated by the merger agreement. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 3 funds |
| SUNNOVA ENERGY INTERNATIONAL INC. | May 15, 2024 | To approve, in a non-binding advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 5 funds |
| SUPERIOR INDUSTRIES INTERNATIONAL INC. | May 22, 2024 | To approve, in a non-binding advisory vote, the executive compensation of the Company's named executive officers for the fiscal year ended December 31, 2023; Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| TAKE-TWO INTERACTIVE SOFTWARE INC. | September 21, 2023 | Approval of an amendment and restatement of the Amended and Restated Take-Two Interactive Software, Inc. 2017 Stock Incentive Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| TALOS ENERGY INC. | May 23, 2024 | To approve, on a non-binding advisory basis, the Company's Named Executive Officer compensation for the fiscal year ended December 31, 2023. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 9 funds |
| TANDY LEATHER FACTORY INC. | June 4, 2024 | Approval, by non-binding advisory vote, of the compensation of our named executive officers for the year ended December 31, 2023. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| TAYLOR DEVICES INC. | October 20, 2023 | Election of one Class 2 Director for a three year term to expire in 2026. Timothy J. Sopko Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| TECHNIPFMC PLC | April 26, 2024 | 2023 U.S. Say-on-Pay for Named Executive Officers: To approve, as a non-binding advisory resolution, the Company's named executive officer compensation for the year ended December 31, 2023, as reported in the Company's Proxy Statement Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 15 funds |
| TECHTARGET INC. | June 4, 2024 | Election of Directors: Bruce Levenson Director Elections |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| TECNOGLASS INC. | December 28, 2023 | Election of the following Class A directors: Carlos Cure Director Elections |
Board | For | FOR 15 funds |
AGAINST 3 funds |
| TEJON RANCH CO. | May 14, 2024 | Election of Directors: Michael H. Winer Director Elections |
Board | For | FOR 17 funds |
WITHHOLD 4 funds |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | FOR 17 funds |
AGAINST 9 funds |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: Kenneth H. Paulus Director Elections |
Board | For | FOR 17 funds |
AGAINST 9 funds |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Election of directors: Denise R. Singleton Director Elections |
Board | For | FOR 16 funds |
AGAINST 13 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | FOR 16 funds |
AGAINST 14 funds |
| TEMPEST THERAPEUTICS INC. | June 13, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: Dennis Polk Director Elections |
Board | For | FOR 4 funds |
AGAINST 11 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: Douglas M. Pasquale Director Elections |
Board | For | FOR 4 funds |
AGAINST 11 funds |
| TERRENO REALTY CORP. | May 7, 2024 | Election of Directors: LeRoy E. Carlson Director Elections |
Board | For | FOR 4 funds |
AGAINST 11 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to approve executive compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 16 funds |
| TETRA TECH INC. | February 29, 2024 | Election of Directors: Christiana Obiaya Director Elections |
Board | For | AGAINST 11 funds |
FOR 13 funds |
| TEXAS CAPITAL BANCSHARES INC. | April 16, 2024 | Advisory Approval of the Company's Executive Compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 9 funds |
| TFS FINANCIAL CORP. | February 22, 2024 | Election of Directors: BARBARA J. ANDERSON Director Elections |
Board | For | AGAINST 16 funds |
FOR 6 funds |
| THE TRADE DESK, INC. | May 28, 2024 | The approval of The Trade Desk, Inc. 2024 Employee Stock Purchase Plan, which is an amendment and restatement of our 2016 Employee Stock Purchase Plan Capital Structure |
Board | For | FOR 11 funds |
AGAINST 11 funds |
| THIRD COAST BANCSHARES INC. | May 30, 2024 | To elect four (4) Class B directors: Carolyn Bailey Director Elections |
Board | For | AGAINST 18 funds |
FOR 2 funds |
| THIRD COAST BANCSHARES INC. | May 30, 2024 | To elect four (4) Class B directors: Dennis Bonnen Director Elections |
Board | For | AGAINST 18 funds |
FOR 2 funds |
| THIRD COAST BANCSHARES INC. | May 30, 2024 | To elect four (4) Class B directors: Joseph L. Stunja Director Elections |
Board | For | AGAINST 18 funds |
FOR 2 funds |
| TITAN INTERNATIONAL INC. | June 13, 2024 | To approve, in a non-binding advisory vote, the 2023 compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| TOPGOLF CALLAWAY BRANDS CORP. | May 30, 2024 | Election of Directors: Bavan M. Holloway Director Elections |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| TOWNEBANK | May 22, 2024 | Elect Director W. Ashton Lewis Director Elections |
Board | For | FOR 20 funds |
WITHHOLD 7 funds |
| TOWNSQUARE MEDIA INC. | May 9, 2024 | Approval of the Amended and Restated Townsquare Media, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 17 funds |
FOR 2 funds |
| TRANSACT TECHNOLOGIES INC. | May 24, 2024 | APPROVAL, ON A NON-BINDING, ADVISORY BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 2 funds |
| TRAVEL + LEISURE CO. | May 15, 2024 | A non-binding, advisory resolution to approve our executive compensation program. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 10 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Carl E. Tack, III Director Elections |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: George C. Freeman, III Director Elections |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Gregory A. Pratt Director Elections |
Board | For | FOR 13 funds |
AGAINST 2 funds |
| TRI POINTE HOMES INC. | April 17, 2024 | Approval, on a non-binding, advisory basis, of the compensation of Tri Pointe Homes, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 9 funds |
| TRINSEO PLC | June 26, 2024 | To approve, on an advisory basis, the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| TRIUMPH GROUP INC. | July 20, 2023 | To approve, by advisory vote, the compensation paid to our named executive officers for fiscal year 2023. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 5 funds |
| TRONOX HOLDINGS PLC | May 8, 2024 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| TRUBRIDGE INC. | May 9, 2024 | To elect two Class I directors to serve on the Board of Directors of the Company for three-year terms expiring at the 2027 Annual Meeting of Stockholders: Mark V. Anquillare Director Elections |
Board | For | AGAINST 13 funds |
FOR 4 funds |
| TRUPANION INC. | June 5, 2024 | To approve the Trupanion 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 4 funds |
| TTEC HOLDINGS INC. | May 22, 2024 | Approval of an Amendment to the TTEC 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 17 funds |
FOR 7 funds |
| TURTLE BEACH CORP. | July 6, 2023 | Company Proposal: An advisory vote on the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 3 funds |
| TURTLE BEACH CORP. | June 11, 2024 | An advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 3 funds |
| TURTLE BEACH CORP. | June 11, 2024 | Election of Directors: Andrew Wolfe, Ph.D. Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| TURTLE BEACH CORP. | June 11, 2024 | Election of Directors: Julia W. Sze Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| TURTLE BEACH CORP. | June 11, 2024 | Election of Directors: Katherine L. Scherping Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| TURTLE BEACH CORP. | June 11, 2024 | Election of Directors: L. Gregory Ballard Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| TURTLE BEACH CORP. | June 11, 2024 | Election of Directors: Terry Jimenez Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| TURTLE BEACH CORP. | June 11, 2024 | Election of Directors: William Wyatt Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| TYRA BIOSCIENCES INC. | May 29, 2024 | To elect three directors to serve as Class III directors for a three-year term expiring at the 2027 Annual Meeting of Stockholders and until their respective successors shall have been duly elected and qualified: Melissa McCracken, Ph.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | AGAINST 14 funds |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | FOR 14 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | FOR 14 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: John H. Tyson Director Elections |
Board | For | AGAINST 14 funds |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Les R. Baledge Director Elections |
Board | For | AGAINST 14 funds |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | FOR 14 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Mike Beebe Director Elections |
Board | For | AGAINST 14 funds |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Mikel A. Durham Director Elections |
Board | For | FOR 14 funds |
AGAINST 14 funds |
| UBIQUITI INC. | December 7, 2023 | Election of a Director: Robert J. Pera Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 10 funds |
| UDR INC. | May 23, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 19 funds |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: Jon A. Grove Director Elections |
Board | For | AGAINST 5 funds |
FOR 18 funds |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: Mark R. Patterson Director Elections |
Board | For | AGAINST 5 funds |
FOR 18 funds |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: Mary Ann King Director Elections |
Board | For | AGAINST 5 funds |
FOR 18 funds |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: Robert A. McNamara Director Elections |
Board | For | AGAINST 5 funds |
FOR 18 funds |
| UFP INDUSTRIES INC. | April 24, 2024 | To consider and vote upon a proposal to approve an Amendment to the Company's Articles of Incorporation to authorize an additional 100,000,000 shares of Common Stock. Capital Structure |
Board | For | FOR 20 funds |
AGAINST 11 funds |
| UIPATH INC. | June 20, 2024 | To approve, on a non-binding, advisory basis, the compensation paid to our named executive officers ("say-on-pay vote"). Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 11 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | June 18, 2024 | Advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | June 18, 2024 | Approval of the Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| UNDER ARMOUR INC. | August 29, 2023 | To approve the Fourth Amended and Restated 2005 Omnibus Long-Term Incentive Plan to increase the number of shares of Class C Common Stock reserved for issuance, among other changes. Compensation |
Board | For | AGAINST 17 funds |
FOR 9 funds |
| UNDER ARMOUR INC. | August 29, 2023 | To approve, by a non-binding advisory vote, the compensation of executives as disclosed in the "Executive Compensation" section of the proxy statement, including the Compensation Discussion and Analysis and tables. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 10 funds |
| UNITED NATURAL FOODS INC. | December 19, 2023 | To approve the Third Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2024 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| UNITED RENTALS INC. | May 9, 2024 | Election of Directors: Larry D. De Shon Director Elections |
Board | Not determined | FOR 19 funds |
AGAINST 14 funds |
| UNITED STATES STEEL CORP. | April 12, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to United States Steel Corporation's named executive officers that is based on or otherwise relates to the Merger Agreement and the transaction contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 12 funds |
| UNITY SOFTWARE INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 10 funds |
| UNIVERSAL ELECTRONICS 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 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 25, 2026 from SEC Form N-PX filings.