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 |
|---|---|---|---|---|---|---|
| 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 |
| TERAWULF INC. | May 5, 2025 | The approval of an amendment to the 2021 Omnibus Incentive Compensation Plan to increase the number of available shares thereunder. Compensation |
Board | For | AGAINST 13 funds |
FOR 4 funds |
| TERNS PHARMACEUTICALS INC. | June 11, 2025 | Election of Class I Directors for a three-year term: Hongbo Lu Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| TERRITORIAL BANCORP INC. | November 6, 2024 | To approve and adopt the Agreement and Plan of Merger, dated as of April 26, 2024 (the "Merger Agreement"), by and between Hope Bancorp, Inc. ("Hope") and Territorial Bancorp Inc. ("Territorial"), and to approve the transactions contemplated by the Merger Agreement, including the merger (the "Merger") of Territorial with and into Hope (collectively, the "Merger Proposal"); Extraordinary Transactions |
Board | For | AGAINST 13 funds |
FOR 1 fund |
| TEXTRON INC. | April 23, 2025 | Election of Directors: Maria T. Zuber Director Elections |
Board | For | FOR 17 funds |
AGAINST 14 funds |
| THE TIMKEN COMPANY | May 2, 2025 | Approval, on an advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| THE TRADE DESK, INC. | May 27, 2025 | The approval, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| THIRD COAST BANCSHARES INC. | May 22, 2025 | To elect four (4) Class C directors to serve on the board of directors of the Company until the Company's 2028 annual meeting of shareholders, one (1) Class A director to serve on the board of directors of the Company until the Company's 2026 annual meeting of shareholders, and one (1) Class B director to serve on the board of directors of the Company until the Company's 2027 annual meeting of shareholders, and each until their respective successor or successors are duly elected and qualified or until their earlier resignation or removal: Class C Director Nominees: Martin Basaldua Director Elections |
Board | For | AGAINST 20 funds |
FOR 2 funds |
| TORRID HOLDINGS INC. | June 4, 2025 | ADVISORY VOTE ON THE COMPENSATION PAID TO THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| TRANSACT TECHNOLOGIES INC. | May 29, 2025 | Approval, on a non-binding, advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| TRANSACT TECHNOLOGIES INC. | May 29, 2025 | Election of Directors: Audrey P. Dunning Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| TRANSACT TECHNOLOGIES INC. | May 29, 2025 | Election of Directors: Daniel M. Friedberg Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| TRANSACT TECHNOLOGIES INC. | May 29, 2025 | Election of Directors: Emanuel P. N. Hilario Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| TRANSACT TECHNOLOGIES INC. | May 29, 2025 | Election of Directors: Haydee Ortiz Olinger Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| TRANSACT TECHNOLOGIES INC. | May 29, 2025 | Election of Directors: Randall S. Friedman Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| TRANSDIGM GROUP INC. | March 6, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 15 funds |
| TRAVELZOO | June 4, 2025 | Vote, on an advisory basis, to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| TREACE MEDICAL CONCEPTS INC. | May 20, 2025 | Approval, on an advisory, non-binding basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| TREDEGAR CORP. | May 8, 2025 | Non-Binding Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 3 funds |
| TREVI THERAPEUTICS INC. | June 11, 2025 | Election of two Class III directors to our Board of Directors, each to serve until the 2028 Annual Meeting of Stockholders: Jennifer Good Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| TRINSEO PLC | June 25, 2025 | To approve, on an advisory basis, the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Approval of the Fourth Amendment to the Triumph Financial, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 20 funds |
FOR 4 funds |
| TRUEBLUE INC. | May 14, 2025 | Election of Directors: Paul G. Reitz Director Elections |
Board | For | AGAINST 17 funds |
FOR 6 funds |
| TRUEBLUE INC. | May 14, 2025 | To approve, by advisory vote, compensation for our named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 7 funds |
| TRUECAR INC. | May 22, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 2 funds |
| TRUIST FINANCIAL CORP. | April 29, 2025 | Advisory vote to approve Truist's executive compensation program. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 15 funds |
| TRUMP MEDIA & TECHNOLOGY GROUP CORP. | April 30, 2025 | An advisory vote on a resolution to approve the compensation of our named executive officers; Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| TRUSTCO BANK CORP NY | May 20, 2025 | Approval of a non-binding advisory resolution on the compensation of TrustCo's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 5 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: John H. Tyson Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Kate B. Quinn Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Les R. Baledge Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Mike Beebe Director Elections |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| The Wendy's Company | May 21, 2025 | Election of Directors: Kristin A. Dolan Director Elections |
Board | For | FOR 15 funds |
AGAINST 10 funds |
| UDR INC. | May 15, 2025 | ELECTION OF DIRECTORS: Mark R. Patterson Director Elections |
Board | For | AGAINST 5 funds |
FOR 17 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Approval, by an advisory vote, of the compensation of Ultra Clean Holdings, Inc.'s named executive officers for fiscal 2024 as disclosed in our proxy statement for the 2025 Annual Meeting of Stockholders. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: David T. ibnAle Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: Ernest E. Maddock Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: Thomas T. Edman Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | May 15, 2025 | Advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 9 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | May 15, 2025 | Approval of the Second Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| ULTRALIFE CORP. | July 16, 2024 | To approve the adoption of the Ultralife Corporation 2024 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 20 funds |
FOR 1 fund |
| UNISYS CORP. | May 8, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 9 funds |
| UNITED NATURAL FOODS INC. | December 17, 2024 | To approve the Fourth Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| UNITED SECURITY BANCSHARES | May 21, 2025 | Approval of an amendment to the Company's Articles of Incorporation to increase the number of authorized common shares from 20,000,000 to 50,000,000. Capital Structure |
Board | For | AGAINST 20 funds |
FOR 1 fund |
| UNITED SECURITY BANCSHARES | May 21, 2025 | Approval of the United Securities Bancshares 2025 Equity Incentive Award Plan. Compensation |
Board | For | AGAINST 20 funds |
FOR 1 fund |
| UNITED STATES LIME & MINERALS INC. | May 2, 2025 | To approve on a non-binding advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 6 funds |
| UNITED-GUARDIAN INC. | May 15, 2025 | ELECTION OF DIRECTORS: Arthur M. Dresner Director Elections |
Board | For | FOR 11 funds |
AGAINST 1 fund |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 19 funds |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Timothy Flynn Director Elections |
Board | For | FOR 8 funds |
AGAINST 16 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 12, 2025 | Election of twelve directors: Francis X. McCahill, III Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| UNIVERSAL STAINLESS & ALLOY PRODS. INC. | January 15, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Universal's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 3 funds |
| UPSTART HOLDINGS INC. | May 23, 2025 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| URBAN EDGE PROPERTIES | May 7, 2025 | The approval, on a non-binding advisory basis, of a resolution approving the compensation of our named executive officers as described in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 10 funds |
| URBAN ONE INC. | October 1, 2024 | An advisory vote on executive compensation for named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| USANA HEALTH SCIENCES INC. | May 19, 2025 | Approval of the USANA Health Sciences, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| USIO INC. | June 10, 2025 | To approve, on an advisory basis, the compensation paid to our Named Executive Officers for the year ended December 31, 2024. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| UTZ BRANDS INC. | April 24, 2025 | Non-binding, advisory vote to approve executive compensation Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 5 funds |
| V.F. CORP. | July 23, 2024 | Vote to approve the amendment and restatement of the 1996 Stock Compensation Plan. Compensation |
Board | For | AGAINST 17 funds |
FOR 12 funds |
| VALERO ENE | May 6, 2025 | Advisory vote to approve the 2024 compensation of named executive officers. Say-on-Pay |
Board | Not determined | AGAINST 21 funds |
FOR 14 funds |
| VANDA PHARMACEUTICALS INC. | June 5, 2025 | To approve, on an advisory basis, the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| VELOCITY FINANCIAL INC. | May 23, 2025 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 11 funds |
AGAINST 4 funds |
| VERA BRADLEY INC. | June 5, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| VERITEX HOLDINGS INC. | May 27, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 10 funds |
| VERITONE INC. | June 13, 2025 | Hold an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| VERVE THERAPEUTICS INC. | June 5, 2025 | Approval, on an advisory basis, of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| VERVE THERAPEUTICS INC. | June 5, 2025 | Election of three Class I directors to our board of directors, each to serve until the 2028 annual meeting of stockholders: Lonnel Coats Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| VIANT TECHNOLOGY INC. | June 5, 2025 | To elect one Class I director, Max Valdes, to hold office until our Annual Meeting of Stockholders in 2028 and until his successor is duly elected and qualified, or until his earlier death, resignation or removal: Max Valdes Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| VIASAT INC. | September 5, 2024 | Election of Directors: John Stenbit Director Elections |
Board | For | FOR 17 funds |
WITHHOLD 7 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.