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
1,303 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 |
|---|---|---|---|---|---|---|
| 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 |
| STRAWBERRY FIELDS REIT INC. | May 1, 2025 | Election of Directors: Stanford Gertz Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| STRAWBERRY FIELDS REIT INC. | May 1, 2025 | Election of Directors: Ted Lerman Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | Approval, by a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| SUN COUNTRY AIRLINES HOLDINGS INC. | June 11, 2025 | To re-elect Class I directors, in each case, for a term of three years expiring at the annual meeting of stockholders of the Company to be held in 2028: Thomas C. Kennedy Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 7 funds |
| SUPER MICRO COMPUTER INC. | June 4, 2025 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| SURGERY PARTNERS INC. | June 6, 2025 | Approval of the Surgery Partners, Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| SURGERY PARTNERS INC. | June 6, 2025 | Approval, on an advisory basis, of the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: John A. Deane Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: Teresa DeLuca, M.D. Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: Wayne S. DeVeydt Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| SURMODICS INC. | February 6, 2025 | Approve, in a non-binding advisory vote, the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 5 funds |
| SUTRO BIOPHARMA INC. | June 6, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| SYNAPTICS INC. | October 29, 2024 | Proposal to approve the Company's amended and restated 2019 Equity and Incentive Compensation Plan. Compensation |
Board | For | AGAINST 18 funds |
FOR 7 funds |
| SYNCHRONOS | June 10, 2025 | To approve on a non-binding advisory basis the compensation of the Company's named executive officers. Say-on-Pay |
Board | Not determined | AGAINST 4 funds |
FOR 2 funds |
| SYNDAX PHARMACEUTICALS INC. | May 14, 2025 | Election of Directors: Aleksandra Rizo, M.D., Ph.D. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| SYNDAX PHARMACEUTICALS INC. | May 14, 2025 | Election of Directors: Dennis G. Podlesak Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| SYNDAX PHARMACEUTICALS INC. | May 14, 2025 | Election of Directors: Keith A. Katkin Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| T. ROWE PRICE GROUP INC. | May 8, 2025 | Election of Directors: William P. Donnelly Director Elections |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| TAPESTRY INC. | November 14, 2024 | To elect eleven Directors of Tapestry, Inc.: John P. Bilbrey Director Elections |
Board | For | AGAINST 19 funds |
FOR 15 funds |
| TAYLOR MORRISON HOME CORP. | May 22, 2025 | Election of Directors: Denise F. Warren Director Elections |
Board | For | AGAINST 20 funds |
FOR 11 funds |
| TD SYNNEX CORP. | April 2, 2025 | An advisory vote to approve our Executive Compensation Say-on-Pay |
Board | For | AGAINST 23 funds |
FOR 15 funds |
| TECTONIC THERAPEUTIC INC. | June 6, 2025 | Election of Directors: Alise Reicin, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| TECTONIC THERAPEUTIC INC. | June 6, 2025 | Election of Directors: Praveen Tipirneni, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| TELADOC HEALTH INC. | May 22, 2025 | Approve an amendment to the Teladoc Health, Inc. 2023 Incentive Award Plan. Compensation |
Board | For | AGAINST 16 funds |
FOR 8 funds |
| TELADOC HEALTH INC. | May 22, 2025 | Approve, on an advisory basis, the compensation of Teladoc Health's named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 9 funds |
| TELEFLEX INC. | May 9, 2025 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| TELEPHONE & DATA SYSTEMS INC. | May 22, 2025 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 9 funds |
| TELOS CORP. | May 8, 2025 | ADVISORY VOTE ON EXECUTIVE COMPENSATION: To approve, on an advisory basis, the compensation of the Company's named executive officers or "say-on-pay". Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 5 funds |
| TENABLE HOLDINGS INC. | May 14, 2025 | To elect the Board of Directors' nominees Linda Zecher Higgins and Niloofar Razi Howe, to the Board of Directors to hold office until the 2028 Annual Meeting of Stockholders: Linda Zecher Higgins Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 5 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.