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Dimensional vs Charles Schwab: how alike they voted, 2023-2024

90.9% When both took a single position, they voted the same way on 90.9% of 10,692 items (9,718 the same, 974 different). 77 items where at least one of them split its funds are listed separately below. Both voted on 10,769 items in all.

Dimensional 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	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%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

2 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
CHUBB LIMITED	May 16, 2024	Shareholder proposal on Scope 3 greenhouse gas emissions reporting, if properly presented Environment or Climate	Other	Against	Split 3 FOR, 13 AGAINST	AGAINST 12 funds
CHUBB LIMITED	May 16, 2024	Shareholder proposal on pay gap reporting, if properly presented Diversity, Equity, and Inclusion	Other	Against	Split 3 FOR, 13 AGAINST	AGAINST 12 funds

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.