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
1,165 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 |
|---|---|---|---|---|---|---|
| RUMBLEON INC. | June 4, 2025 | Election of Directors: Rebecca Polak Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| RUMBLEON INC. | June 4, 2025 | To approve, by non-binding vote, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| RXSIGHT INC. | June 3, 2025 | To elect three Class I directors to serve until the 2028 annual meeting of stockholders or until their successors are duly elected and qualified: Ron Kurtz, M.D. Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| S&P GLOBAL INC. | May 7, 2025 | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 14 funds |
| SABRE CORP. | April 23, 2025 | To approve our 2025 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| SAFEHOLD INC. | May 15, 2025 | Non-binding advisory vote to approve named executive officer compensation ("Say on Pay"). Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| SAGA COMMUNICATIONS INC. | May 2, 2025 | To re-approve the material terms of the Company's Chief Executive Officer Annual Incentive Plan. Compensation |
Board | For | FOR 17 funds |
AGAINST 1 fund |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Maynard Webb Director Elections |
Board | For | AGAINST 9 funds |
FOR 15 funds |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Oscar Munoz Director Elections |
Board | For | FOR 9 funds |
AGAINST 15 funds |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Election of Directors: Debra Perelman Director Elections |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| SANDRIDGE ENERGY INC. | June 11, 2025 | Election of Directors: Nancy Dunlap Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| SANMINA CORP. | March 10, 2025 | To approve, on an advisory (non-binding) basis, the compensation of Sanmina Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| SCIENCE APPLICATIONS INTERNATIONAL CORP | June 4, 2025 | The approval of a non-binding, advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 12 funds |
| SCOTTS MIRACLE-GRO CO. | January 27, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 9 funds |
| SCPHARMACEUTICALS INC. | June 3, 2025 | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| SEACOAST BANKING CORPORATION OF FLORIDA | May 19, 2025 | Advisory (Non-binding) Vote on Compensation of Named Executive Officers Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 8 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 19, 2024 | Determine the price Range for the Re-allotment of Treasury Shares under Irish law. Capital Structure |
Board | For | FOR 10 funds |
AGAINST 11 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 19, 2024 | Election of Directors: Mark W. Adams Director Elections |
Board | For | FOR 10 funds |
AGAINST 11 funds |
| SEI INVESTMENTS CO. | May 28, 2025 | Election of Directors: Jonathan A. Brassington Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| SEI INVESTMENTS CO. | May 28, 2025 | Election of Directors: William M. Doran Director Elections |
Board | For | FOR 7 funds |
AGAINST 12 funds |
| SEI INVESTMENTS CO. | May 28, 2025 | To approve, on an advisory basis, the compensation of named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| SELECTQUOTE INC. | November 12, 2024 | To approve, by non-binding advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 5 funds |
| SEMTECH CORP. | June 5, 2025 | Approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 10 funds |
| SENSUS HEALTHCARE INC. | May 27, 2025 | Election of Director: Anthony Petrelli Director Elections |
Board | For | AGAINST 10 funds |
FOR 1 fund |
| SERVICENOW INC. | May 22, 2025 | Election of Directors: Teresa Briggs Director Elections |
Board | For | AGAINST 11 funds |
FOR 15 funds |
| SHOE CARNIVAL INC. | June 25, 2025 | To approve, in an advisory (non-binding) vote, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| SHUTTERSTOCK INC. | June 10, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Shutterstock's named executive officers that is based on or otherwise related to the merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| SI-BONE INC. | June 5, 2025 | Election of Directors: Jeryl L. Hilleman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| SI-BONE INC. | June 5, 2025 | Election of Directors: Laura Francis Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| SI-BONE INC. | June 5, 2025 | Election of Directors: Timothy E. Davis, Jr. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | June 4, 2025 | Approval of executive compensation in an advisory, non-binding vote. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | June 4, 2025 | To amend our 2012 Equity Incentive Plan, as amended, to increase the authorized number of shares issuable under the plan by 1,500,000 shares. Compensation |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Approve of the Redomestication of the Company to the State of Indiana by Conversion. Extraordinary Transactions |
Board | For | AGAINST 5 funds |
FOR 17 funds |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Election of Directors: Gary M. Rodkin Director Elections |
Board | For | AGAINST 5 funds |
FOR 17 funds |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Election of Directors: Glyn F. Aeppel Director Elections |
Board | For | AGAINST 5 funds |
FOR 17 funds |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Election of Directors: Larry C. Glasscock Director Elections |
Board | For | AGAINST 5 funds |
FOR 17 funds |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Election of Directors: Peggy Fang Roe Director Elections |
Board | For | AGAINST 5 funds |
FOR 17 funds |
| SITE CENTERS CORP. | May 14, 2025 | Approval, on an Advisory Basis, of the Compensation of the Company's Named Executive Officers Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 10 funds |
| SITE CENTERS CORP. | May 14, 2025 | Election of Directors: John M. Cattonar Director Elections |
Board | For | FOR 4 funds |
AGAINST 9 funds |
| SITIME CORP. | May 30, 2025 | Election of Directors: Katherine E. Schuelke Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| SITIME CORP. | May 30, 2025 | Election of Directors: Rajesh Vashist Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| SITIME CORP. | May 30, 2025 | Election of Directors: Raman K. Chitkara Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| SITIME CORP. | May 30, 2025 | To approve, on an advisory basis, the compensation of SiTime's named executive officers as disclosed in SiTime's proxy statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| SKILLZ INC. | December 5, 2024 | Election of Directors: Alex Mandel Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| SKILLZ INC. | December 5, 2024 | Election of Directors: Casey Chafkin Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| SKILLZ INC. | December 5, 2024 | Election of Directors: Henry Hoffman Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| SKILLZ INC. | December 5, 2024 | Election of Directors: Kent Wakeford Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| SKYWATER TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Loren A. Unterseher Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Andrew W. Mathias Director Elections |
Board | For | FOR 2 funds |
AGAINST 11 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: John H. Alschuler Director Elections |
Board | For | AGAINST 2 funds |
FOR 11 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | To approve our Sixth Amended and Restated 2005 Stock Option and Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 11 funds |
| SLEEP NUMBER CORP. | May 28, 2025 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| SLEEP NUMBER CORP. | May 28, 2025 | Approve Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 500,000 shares Compensation |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| SMART SAND INC. | June 3, 2025 | Approval, on an advisory (and non-binding) basis, of the compensation paid to the Company's named executive officers for the year ended December 31, 2024. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| SMARTFINANCIAL INC. | May 22, 2025 | To approve the SmartFinancial, Inc. Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 20 funds |
FOR 2 funds |
| SNOWFLAKE INC. | July 2, 2024 | Election of Class I Directors for terms expiring in 2027: Benoit Dageville Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 10 funds |
| SNOWFLAKE INC. | July 2, 2024 | Election of Class I Directors for terms expiring in 2027: Jayshree V. Ullal Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 10 funds |
| SNOWFLAKE INC. | July 2, 2024 | Election of Class I Directors for terms expiring in 2027: Mark S. Garrett Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 10 funds |
| SOFI TECHNOLOGIES INC. | May 28, 2025 | Election of Directors: Tom Hutton Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 10 funds |
| SOFI TECHNOLOGIES INC. | May 28, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| SOLID BIOSCIENCES INC. | June 12, 2025 | Election of Class I Directors: Alexander Cumbo Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| SOLID BIOSCIENCES INC. | June 12, 2025 | Election of Class I Directors: Sukumar Nagendran Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| SOMNIGROUP INTERNATIONAL INC. | May 14, 2025 | Election of Seven Directors: Peter R. Sachse Director Elections |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: B. Scott Smith Director Elections |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: David Bruton Smith Director Elections |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Jeff Dyke Director Elections |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Michael Hodge Director Elections |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: William I. Belk Director Elections |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: William R. Brooks Director Elections |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| SOUNDTHINKING INC. | June 4, 2025 | Advisory approval of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| SOUNDTHINKING INC. | June 4, 2025 | Election of Class II Directors: Roberta Jacobson Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: German Larrea Mota-Velasco Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| SOUTHWEST | May 1, 2025 | To APPROVE, on a non-binding, advisory basis, the Company's executive compensation. Say-on-Pay |
Board | Not determined | AGAINST 14 funds |
FOR 13 funds |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Christopher P. Reynolds Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: David P. Hess Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Douglas H. Brooks Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Lisa M. Atherton Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Rakesh Gangwal Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Robert E. Jordan Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Election of Directors: Robert L. Fornaro Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| SPRINGWORKS THERAPEUTICS INC. | May 14, 2025 | Election of Class III Directors: Alan Fuhrman Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 5 funds |
| SPRINGWORKS THERAPEUTICS INC. | May 14, 2025 | Election of Class III Directors: Daniel S. Lynch, M.B.A. Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 5 funds |
| SPRINGWORKS THERAPEUTICS INC. | May 14, 2025 | Election of Class III Directors: Julie Hambleton, M.D. Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 5 funds |
| SPS COMMERCE INC. | May 13, 2025 | Election of Directors: Anne Sempowski Ward Director Elections |
Board | For | AGAINST 11 funds |
FOR 11 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 21, 2025 | To approve, on an advisory basis, the compensation of SS&C's named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 12 funds |
| STANLEY BLACK & DECKER INC. | April 25, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| STAR HOLDINGS | May 21, 2025 | Election of Trustees: Clifford De Souza Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| STAR HOLDINGS | May 21, 2025 | Election of Trustees: Nina Matis Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| STAR HOLDINGS | May 21, 2025 | Election of Trustees: Richard Lieb Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| STARBUCKS CORP. | March 12, 2025 | Election of Directors: Wei Zhang Director Elections |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| STARWOOD PROPERTY TRUST INC. | May 1, 2025 | The approval, on an advisory basis, of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| STEPSTONE GROUP INC | September 10, 2024 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2025. Audit-related |
Board | For | FOR 14 funds |
AGAINST 7 funds |
| STERIS PLC | August 1, 2024 | Re-election of Directors: Cynthia L. Feldmann Director Elections |
Board | For | AGAINST 16 funds |
FOR 13 funds |
| STEWART IN | May 7, 2025 | Election of Ten Directors: C. Allen Bradley, Jr. Director Elections |
Board | Not determined | FOR 21 funds |
AGAINST 7 funds |
| STITCH FIX INC. | December 12, 2024 | Election of Directors: Elizabeth Williams Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 7 funds |
| STITCH FIX INC. | December 12, 2024 | Election of Directors: Katrina Lake Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 7 funds |
| STONEX GROUP INC. | March 5, 2025 | To approve the advisory (non-binding) resolution relating to executive compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 10 funds |
| STRAWBERRY FIELDS REIT INC. | May 1, 2025 | Election of Directors: Mark Myers Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
← Previous Page 10 of 12 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.