Home › Asset managers › Compare 2024-2025 › Dimensional vs Charles Schwab
Dimensional 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,864 | 13,561 | 1,206 | 97 | 91.8% | 91.8% |
| Board proposals | 13,889 | 12,724 | 1,135 | 30 | 91.8% | 91.8% |
| E&S shareholder proposals | 232 | 165 | 1 | 66 | 99.4% | 93.1% |
| Other items | 743 | 672 | 70 | 1 | 90.6% | 90.6% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
30 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 |
|---|---|---|---|---|---|---|
| ACADIA HEALTHCARE COMPANY INC. | May 29, 2025 | Election of Directors: Reeve B. Waud Director Elections |
Board | For | Split 9 FOR, 1 AGAINST |
FOR 11 funds |
| ALLISON TRANSMISSION HOLDINGS INC. | May 7, 2025 | Election of Directors: David S. Graziosi Director Elections |
Board | For | Split 12 FOR, 2 AGAINST |
FOR 11 funds |
| AUTONATION INC. | April 23, 2025 | Election of Directors: Rick L. Burdick Director Elections |
Board | For | Split 16 FOR, 3 AGAINST |
FOR 11 funds |
| BOISE CASCADE CO. | May 1, 2025 | Election of Directors: Thomas Carlile Director Elections |
Board | For | Split 18 FOR, 3 AGAINST |
FOR 10 funds |
| CENTENE CORP. | May 13, 2025 | ELECTION OF DIRECTORS: Frederick H. Eppinger Director Elections |
Board | For | Split 14 FOR, 2 AGAINST |
FOR 13 funds |
| CHAMPIONX CORP. | June 10, 2025 | Election of Directors: Daniel W. Rabun Director Elections |
Board | For | Split 6 FOR, 2 AGAINST |
FOR 10 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Terrence A. Duffy Director Elections |
Board | For | Split 15 FOR, 2 AGAINST |
FOR 14 funds |
| FRONTIER COMMUNICATIONS PARENT INC. | May 21, 2025 | Election of Directors: John G. Stratton Director Elections |
Board | For | Split 16 FOR, 1 AGAINST |
FOR 11 funds |
| GARMIN LTD. | June 6, 2025 | Re-election of six directors: Min H. Kao Director Elections |
Board | For | Split 8 FOR, 1 AGAINST |
FOR 12 funds |
| GATX CORP. | April 25, 2025 | ELECTION OF DIRECTORS: James B. Ream Director Elections |
Board | For | Split 17 FOR, 3 AGAINST |
FOR 9 funds |
| GENUINE PARTS CO. | April 28, 2025 | Election of Directors: Paul D. Donahue Director Elections |
Board | For | Split 16 FOR, 2 AGAINST |
FOR 14 funds |
| GROUP 1 AUTOMOTIVE INC. | May 13, 2025 | Election of Directors: Charles L. Szews Director Elections |
Board | For | Split 17 FOR, 3 AGAINST |
FOR 7 funds |
| HUNTINGTON INGALLS INDUSTRIES INC. | April 30, 2025 | Election of Directors: Kirkland H. Donald Director Elections |
Board | For | Split 19 FOR, 3 AGAINST |
FOR 14 funds |
| JEFFERIES | March 27, 2025 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | Not determined | Split 16 FOR, 3 AGAINST |
FOR 13 funds |
| MIDDLEBY CORP. | May 14, 2025 | Election of Directors: Gordon J. O'Brien Director Elections |
Board | For | Split 15 FOR, 3 AGAINST |
FOR 13 funds |
| NEWMARKET | April 24, 2025 | Election of Directors: Thomas E. Gottwald Director Elections |
Board | Not determined | Split 14 FOR, 2 AGAINST |
FOR 10 funds |
| NVR INC. | May 6, 2025 | Election of Directors: Paul C. Saville Director Elections |
Board | For | Split 18 FOR, 2 AGAINST |
FOR 13 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Roger Penske Director Elections |
Board | For | Split 22 FOR, 3 WITHHOLD |
FOR 12 funds |
| PULTEGROUP INC. | April 30, 2025 | Election of Directors: Thomas J. Folliard Director Elections |
Board | For | Split 16 FOR, 2 AGAINST |
FOR 13 funds |
| QUANTA SERVICES INC. | May 22, 2025 | Election of ten directors nominated by Quanta's Board of Directors: Doyle N. Beneby Director Elections |
Board | For | Split 16 FOR, 2 AGAINST |
FOR 15 funds |
| QUEST DIAGNOSTICS INC. | May 15, 2025 | Election of Directors: James E. Davis Director Elections |
Board | For | Split 16 FOR, 2 AGAINST |
FOR 13 funds |
| RELIANCE INC. | May 21, 2025 | Election of Directors: Douglas W. Stotlar Director Elections |
Board | For | Split 15 FOR, 2 AGAINST |
FOR 12 funds |
| ROYALTY PHARMA PLC | May 12, 2025 | Election of Directors: Pablo Legorreta Director Elections |
Board | For | Split 6 FOR, 1 AGAINST |
FOR 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2025 | Election of Directors: Thomas L. Ryan Director Elections |
Board | For | Split 13 FOR, 2 AGAINST |
FOR 12 funds |
| SNAP-ON INC. | April 24, 2025 | Election of Directors: Nicholas T. Pinchuk Director Elections |
Board | For | Split 16 FOR, 2 AGAINST |
FOR 16 funds |
| TELEFLEX INC. | May 9, 2025 | Election of Directors: Liam J. Kelly Director Elections |
Board | For | Split 20 FOR, 2 AGAINST |
FOR 15 funds |
| TENET HEALTHCARE CORP. | May 22, 2025 | Election of Directors: Saumya Sutaria Director Elections |
Board | For | Split 18 FOR, 3 AGAINST |
FOR 13 funds |
| TEXAS ROADHOUSE INC. | May 15, 2025 | Election of Directors: Gregory N. Moore Director Elections |
Board | For | Split 9 FOR, 2 AGAINST |
FOR 12 funds |
| TOLL BROTHERS INC. | March 11, 2025 | Election of Directors: Douglas C. Yearley, Jr. Director Elections |
Board | For | Split 15 FOR, 3 AGAINST |
FOR 12 funds |
| XPO INC. | May 15, 2025 | Election of Directors: Brad Jacobs Director Elections |
Board | For | Split 15 FOR, 2 AGAINST |
FOR 12 funds |
Page 1 of 1
How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.