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 |
|---|---|---|---|---|---|---|
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 5, 2024 | Election of Trustees: Marc D. Miller Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| UPLAND SOFTWARE INC. | June 5, 2024 | Election of two Class I Directors: Stephen E. Courter Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| UPLAND SOFTWARE INC. | June 5, 2024 | Election of two Class I Directors: Teresa Miles Walsh Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| UPLAND SOFTWARE INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| UPSTART HOLDINGS INC. | May 29, 2024 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| UPWORK INC. | June 7, 2024 | Election of Class III directors to serve until the 2027 annual meeting of stockholders: Hayden Brown Director Elections |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| USIO INC. | June 18, 2024 | To approve, on an advisory basis, the compensation paid to our Named Executive Officers for the year ended December 31, 2023. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| UWM HOLDINGS CORP. | June 4, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Charles L. Prow Director Elections |
Board | For | AGAINST 20 funds |
FOR 5 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Dino M. Cusumano Director Elections |
Board | For | AGAINST 20 funds |
FOR 5 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Lee E. Evangelakos Director Elections |
Board | For | AGAINST 20 funds |
FOR 5 funds |
| VAIL RESORTS INC. | December 6, 2023 | Election of Directors: D. Bruce Sewell Director Elections |
Board | For | FOR 10 funds |
AGAINST 13 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Mihael H. Polymeropoulos, M.D. Director Elections |
Board | For | AGAINST 17 funds |
FOR 5 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Phaedra S. Chrousos Director Elections |
Board | For | AGAINST 17 funds |
FOR 5 funds |
| VARONIS SYSTEMS INC. | June 3, 2024 | To approve the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| VELOCITY FINANCIAL INC. | May 17, 2024 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 10 funds |
AGAINST 2 funds |
| VENTYX BIOSCIENCES INC. | June 5, 2024 | To elect two Class III directors to hold office until our 2027 annual meeting of stockholders and until their respective successors are elected and qualified: Onaiza Cadoret Manier, M.B.A. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| VERACYTE INC. | June 12, 2024 | The approval of an amendment to our Veracyte, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 19 funds |
FOR 6 funds |
| VERALTO CORP. | May 21, 2024 | To elect the three Class I directors named in the attached Proxy Statement to hold office until the 2027 Annual Meeting of Shareholders and until their successors are elected and qualified: Francoise Colpron Director Elections |
Board | For | FOR 15 funds |
AGAINST 14 funds |
| VERITEX HOLDINGS INC. | May 15, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| VERITONE INC. | June 13, 2024 | Hold an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| VERVE THERAPEUTICS INC. | June 6, 2024 | Approval, on an advisory basis, of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 5 funds |
| VICTORY CAPITAL HOLDINGS INC. | May 8, 2024 | Election of Class III Directors: David C. Brown Director Elections |
Board | For | AGAINST 18 funds |
FOR 5 funds |
| VIEMED HEALTHCARE INC. | June 6, 2024 | To consider and, if thought appropriate, to pass an ordinary resolution (the text of which is disclosed in Section 10(iv) of the Management Information and Proxy Circular) to ratify, confirm and approve the 2024 Long Term Incentive Plan of the Corporation, as more particularly described in the Management Information and Proxy Circular. Compensation |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| VIKING THERAPEUTICS INC. | May 21, 2024 | TO APPROVE OUR 2024 EQUITY INCENTIVE PLAN. Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| VILLAGE SUPER MARKET INC. | December 15, 2023 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 3 funds |
| VIRTRA INC. | October 23, 2023 | To hold a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| VIRTU FINANCIAL INC. | June 6, 2024 | Advisory Vote to Approve Compensation of Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 10 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Brian P. Friedman Director Elections |
Board | For | FOR 16 funds |
AGAINST 2 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Egon Durban Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| VUZIX CORP. | June 13, 2024 | To approve, by non-binding vote, the compensation disclosed in the Proxy Statement of the Company's executive officers, who are named in the Proxy Statement Summary Compensation Table. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Beatriz R. Perez Director Elections |
Board | For | FOR 15 funds |
AGAINST 13 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Election of 11 directors named in the proxy statement: Bryan C. Hanson Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Election of 11 directors named in the proxy statement: Ginger L. Graham Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Election of 11 directors named in the proxy statement: John A. Lederer Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Election of 11 directors named in the proxy statement: Nancy M. Schlichting Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Election of 11 directors named in the proxy statement: Valerie B. Jarrett Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| WALMART INC. | June 5, 2024 | Election of Directors: Carla A. Harris Director Elections |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| WALMART INC. | June 5, 2024 | Election of Directors: Marissa A. Mayer Director Elections |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| WALMART INC. | June 5, 2024 | Election of Directors: Randall L. Stephenson Director Elections |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To approve the amended and restated Warner Bros. Discovery, Inc. Stock Incentive Plan. Compensation |
Board | For | AGAINST 16 funds |
FOR 13 funds |
| WARRIOR MET COAL INC. | April 25, 2024 | MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | AGAINST 17 funds |
FOR 8 funds |
| WASTE MANAGEMENT INC. | May 14, 2024 | Election of Directors: Victoria M. Holt Director Elections |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| WESBANCO INC. | April 17, 2024 | To approve an advisory (non-binding) vote on executive compensation paid to Wesbanco's named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 9 funds |
| WEST BANCORPORATION INC. | April 25, 2024 | To approve an amendment to the West Bancorporation, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 17 funds |
AGAINST 2 funds |
| WEYCO GROUP INC. | May 7, 2024 | Approval of the Weyco Group, Inc. 2024 Incentive Plan. Compensation |
Board | For | AGAINST 18 funds |
FOR 2 funds |
| WHEELS UP EXPERIENCE INC. | June 6, 2024 | Approval of an amendment to the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023, to increase the aggregate number of shares of the Company's Class A common stock, $0.0001 par value per share ("Common Stock"), available for awards made thereunder and extend the termination date of such plan to April 15, 2034. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| WIDEOPENWEST INC. | May 9, 2024 | Election of Directors: Jeffrey Marcus Director Elections |
Board | For | AGAINST 13 funds |
FOR 7 funds |
| WIDEOPENWEST INC. | May 9, 2024 | Election of Directors: Phil Seskin Director Elections |
Board | For | AGAINST 13 funds |
FOR 7 funds |
| WIDEOPENWEST INC. | May 9, 2024 | Election of Directors: Teresa Elder Director Elections |
Board | For | AGAINST 13 funds |
FOR 7 funds |
| WILLDAN GROUP INC. | June 13, 2024 | Approval, on a non-binding advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 3 funds |
| WILLIAMS-SONOMA INC. | May 29, 2024 | Election of Directors: William Ready Director Elections |
Board | For | FOR 16 funds |
AGAINST 13 funds |
| WW INTERNATIONAL INC. | May 9, 2024 | Election of Class II Directors: To elect two members to the Board of Directors to serve for a three-year term as Class II directors: Denis F. Kelly Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| XBIOTECH INC. | June 20, 2024 | To ratify the selection by the Audit Committee of the Board of Directors of Whitley Penn LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| XENIA HOTELS & RESORTS INC. | May 14, 2024 | Election of Directors: Dennis D. Oklak Director Elections |
Board | For | AGAINST 4 funds |
FOR 9 funds |
| XERIS BIOPHARMA HOLDINGS INC. | June 5, 2024 | Election of Directors: Marla S. Persky Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| XERIS BIOPHARMA HOLDINGS INC. | June 5, 2024 | Election of Directors: Paul R. Edick Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| XERIS BIOPHARMA HOLDINGS INC. | June 5, 2024 | Election of Directors: Ricki Fairley Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| Y-MABS THERAPEUTICS INC. | June 11, 2024 | To approve, on a non-binding advisory vote basis, the compensation of the Company's named executive officers as disclosed in the proxy materials. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 5 funds |
| ZEDGE INC. | January 17, 2024 | Election of Directors: Gregory Suess Director Elections |
Board | For | FOR 12 funds |
AGAINST 1 fund |
| ZEDGE INC. | January 17, 2024 | Election of Directors: Michael Jonas Director Elections |
Board | For | AGAINST 12 funds |
FOR 1 fund |
| ZIFF DAVIS INC. | May 7, 2024 | To approve the Ziff Davis 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| ZIMMER BIOMET HOLDINGS INC. | May 10, 2024 | Election of Directors: Sreelakshmi Kolli Director Elections |
Board | For | FOR 16 funds |
AGAINST 15 funds |
| ZOOMINFO TECHNOLOGIES INC. | May 15, 2024 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 15 funds |
| ZYMEWORKS BC INC. | December 7, 2023 | Advisory Vote on the compensation of named executive officers Say-on-Pay |
Board | For | AGAINST 14 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.