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Dimensional vs Charles Schwab: how alike they voted, 2024-2025

91.8% When both took a single position, they voted the same way on 91.8% of 14,767 items (13,561 the same, 1,206 different). 97 items where at least one of them split its funds are listed separately below. Both voted on 14,864 items in all.

Dimensional 2024-2025 · Charles Schwab 2024-2025 · 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	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%

Where they did not vote alike

Everything Voted differently Split votes

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

1 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 15, 2025	Shareholder proposal on Scope 3 greenhouse gas emissions reporting, if properly presented Environment or Climate	Other	Against	Split 3 FOR, 14 AGAINST	AGAINST 12 funds

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.