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 |
|---|---|---|---|---|---|---|
| BLOCK INC. | June 17, 2025 | TO APPROVE THE BLOCK, INC. 2025 EQUITY INCENTIVE PLAN. Compensation |
Board | For | AGAINST 1 fund |
FOR 13 funds |
| BLUE RIDGE BANKSHARES INC. | May 21, 2025 | To approve, in an advisory (non-binding) vote, the Company's named executive officer compensation disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | Election of Class II Directors: Elisabeth Leiderman Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | Election of Class II Directors: John O. Agwunobi Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| BLUEROCK HOMES TRUST INC | June 11, 2025 | The approval of the amendment and restatement of each of the 2022 Individuals Plan and the 2022 Entities Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| BORGWARNER INC. | April 30, 2025 | Election of Directors: Shaun E. McAlmont Director Elections |
Board | For | AGAINST 24 funds |
FOR 15 funds |
| BOX INC. | July 2, 2024 | To approve our Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| BRAEMAR HOTELS & RESORTS INC. | December 17, 2024 | Election of Directors: Abteen Vaziri Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| BRAEMAR HOTELS & RESORTS INC. | December 17, 2024 | Election of Directors: Candace Evans Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| BRAEMAR HOTELS & RESORTS INC. | December 17, 2024 | Election of Directors: Kenneth H. Fearn, Jr. Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| BRAEMAR HOTELS & RESORTS INC. | December 17, 2024 | Election of Directors: Matthew D. Rinaldi Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| BRAEMAR HOTELS & RESORTS INC. | December 17, 2024 | Election of Directors: Rebeca Odino-Johnson Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| BRANDYWINE REALTY TRUST | May 21, 2025 | Adoption of an amendment to the 2023 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 8 funds |
| BRUKER CORP. | May 29, 2025 | Approval of the adoption of the Bruker Corporation 2026 Incentive Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| BUNGE GLOBAL SA | May 15, 2025 | Advisory Vote to Approve Named Executive Officer Compensation Under U.S. Securities Law Requirements. Say-on-Pay |
Board | For | AGAINST 24 funds |
FOR 15 funds |
| BURFORD CAPITAL LIMITED | May 14, 2025 | To re-elect Christopher Halmy as director. Director Elections |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| BURFORD CAPITAL LIMITED | May 14, 2025 | To re-elect Robert Gillespie as director. Director Elections |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | May 22, 2025 | Election of the following persons as Directors: Georgette R. George Director Elections |
Board | For | FOR 17 funds |
AGAINST 4 funds |
| BUTTERFLY NETWORK INC. | June 12, 2025 | To approve by a non-binding advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| BXP INC. | May 20, 2025 | Election of Directors: Julie G. Richardson Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| BYRNA TECHNOLOGIES INC. | November 20, 2024 | Election of Directors: Leonard Elmore Director Elections |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| C.H. ROBINSON WORLDWIDE INC. | May 8, 2025 | To approve the Amended and Restated 2022 Equity Incentive Plan. Compensation |
Board | For | AGAINST 13 funds |
FOR 15 funds |
| C4 THERAPEUTICS INC. | June 18, 2025 | To cast a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: Deborah J. Kissire Director Elections |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: P. Robert Bartolo Director Elections |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: Sherrese M. Smith Director Elections |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| CABLE ONE INC. | May 15, 2025 | Election of Directors: Wallace R. Weitz Director Elections |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| CACI INTERNATIONAL INC. | October 17, 2024 | Election of Directors: Ryan D. McCarthy Director Elections |
Board | For | FOR 18 funds |
AGAINST 12 funds |
| CACTUS INC. | May 13, 2025 | To approve the amendment of the Company's Long-Term Incentive Plan, as amended and restated effective May 16, 2023, to increase the number of shares of the Company's Class A common stock reserved for issuance under such plan from 5,500,000 to 8,500,000. Compensation |
Board | For | AGAINST 16 funds |
FOR 7 funds |
| CALIX INC. | May 8, 2025 | To approve 1,250,000 shares of common stock reserved for issuance for the matching component of the Calix, Inc. Stock Purchase and Matching Plan, which constitutes an amendment and restatement of the Third Amended and Restated 2017 Nonqualified Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 18 funds |
FOR 7 funds |
| CANTALOUPE INC. | November 20, 2024 | Election of Directors: Michael K. Passilla Director Elections |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| CAPITAL BANCORP INC | May 15, 2025 | Proposal to approve the Capital Bancorp, Inc. 2017 Stock and Incentive Compensation Plan, as amended and restated, to increase the number of shares of common stock authorized for issuance under the plan by 520,000 shares, from 2,020,000 shares to 2,540,000 shares. Compensation |
Board | For | AGAINST 19 funds |
FOR 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: John G. Sample, Jr. Director Elections |
Board | For | FOR 21 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Marshall M. Criser III Director Elections |
Board | For | FOR 21 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Robert Antoine Director Elections |
Board | For | FOR 21 funds |
AGAINST 2 funds |
| CAPITAL CITY BANK GROUP INC. | April 22, 2025 | Election of Directors: To elect as directors the nominees listed below: Stanley W. Connally, Jr. Director Elections |
Board | For | FOR 21 funds |
AGAINST 2 funds |
| CAPRI HOLDINGS LIMITED | September 4, 2024 | To approve, on a non-binding advisory basis, executive compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 12 funds |
| CARDLYTICS INC. | May 20, 2025 | Approval of the Cardlytics, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| CAREDX INC. | June 12, 2025 | Approval of an amendment to 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| CARETRUST REIT INC. | April 29, 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 |
| CARIBOU BIOSCIENCES INC. | June 12, 2025 | To elect two Class I directors to serve until the Company's 2028 annual meeting of stockholders and until their respective successors are duly elected and qualified or until their earlier death, resignation or removal. The two nominees for election are: Scott Braunstein, M.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| CARLISLE C | April 30, 2025 | To approve, on an advisory basis, the Company's named executive officer compensation in 2024. Say-on-Pay |
Board | Not determined | AGAINST 18 funds |
FOR 15 funds |
| CARTER BANKSHARES INC. | May 28, 2025 | Election of Directors: James W. Haskins Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 2 funds |
| CARVANA CO. | May 5, 2025 | Election of Class II Director Nominees: Dan Quayle Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 10 funds |
| CAVCO INDUSTRIES INC. | July 30, 2024 | Election of Directors: Steven W. Moster Director Elections |
Board | For | FOR 19 funds |
AGAINST 7 funds |
| CENCORA INC. | March 6, 2025 | Election of eleven directors: Lorence H. Kim, M.D. Director Elections |
Board | For | AGAINST 17 funds |
FOR 14 funds |
| CENTURY ALUMINUM CO. | June 16, 2025 | Proposal to approve, on an advisory basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 6 funds |
| CEVA INC. | May 5, 2025 | To approve an amendment and restatement of the Company's 2011 Equity Incentive Plan. Compensation |
Board | For | AGAINST 18 funds |
FOR 4 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Deborah T. Kochevar Director Elections |
Board | Not determined | AGAINST 19 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: George E. Massaro Director Elections |
Board | Not determined | FOR 19 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Richard F. Wallman Director Elections |
Board | Not determined | FOR 19 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Robert Bertolini Director Elections |
Board | Not determined | FOR 19 funds |
ABSTAIN 17 funds |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Election of Directors: Balan Nair Director Elections |
Board | For | FOR 20 funds |
AGAINST 13 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Richard N. Peretz Director Elections |
Board | For | AGAINST 17 funds |
FOR 7 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | To approve an amendment to the Company's Amended and Restated 2019 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 17 funds |
AGAINST 7 funds |
| CHEGG INC. | June 4, 2025 | To approve the Chegg, Inc. Amendment to the 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| CHEGG INC. | June 4, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers for the year ended December 31, 2024. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| CHEMUNG FINANCIAL CORP. | June 3, 2025 | To approve the Chemung Financial Corporation 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| CHERRY HILL MORTGAGE INVESTMENT CORP. | June 12, 2025 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers for the year end December 31, 2024. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Advisory approval of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 15 funds |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Election of Directors: Ervin R. Shames Director Elections |
Board | For | FOR 14 funds |
AGAINST 12 funds |
| CHUBB LIMITED | May 15, 2025 | Election of Evan G. Greenberg as Chairman of the Board of Directors Corporate Governance |
Board | For | AGAINST 17 funds |
FOR 12 funds |
| CINTAS CORP. | October 29, 2024 | To approve the Cintas Corporation 2016 Amended and Restated Equity and Incentive Compensation Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Dr. Kristina M. Johnson Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: John D. Harris II Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Wesley G. Bush Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| CITI TRENDS INC. | June 5, 2025 | An advisory vote to approve, on a non-binding basis, the compensation of our named executive officers as set forth in the proxy statement. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 3 funds |
| CITI TRENDS INC. | June 5, 2025 | Election of Directors: Cara Robinson Director Elections |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| CITI TRENDS INC. | June 5, 2025 | Election of Directors: Kenneth D. Seipel Director Elections |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| CITI TRENDS INC. | June 5, 2025 | Election of Directors: Margaret L. Jenkins Director Elections |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| CITI TRENDS INC. | June 5, 2025 | Vote to approve an Amendment to the 2021 Incentive Plan to increase the number of shares available by 500,000 for grant. Compensation |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| CITIGROUP INC. | April 29, 2025 | Approval of additional shares for the Citigroup 2019 Stock Incentive Plan. Compensation |
Board | For | AGAINST 17 funds |
FOR 12 funds |
| CLARITEV CORP. | April 30, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| CLARIVATE PLC | May 7, 2025 | APPROVAL OF THE CLARIVATE PLC AMENDED AND RESTATED 2019 INCENTIVE AWARD PLAN. Compensation |
Board | For | AGAINST 21 funds |
FOR 11 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | FOR 21 funds |
AGAINST 11 funds |
| CLARUS CORP. | May 29, 2025 | To consider and vote on a proposal to amend and restate the Company's 2015 Stock Incentive Plan to, among other things, extend the term of such plan by 10 years and reserve 7,500,000 shares of the Company's common stock for issuance under such plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| CLOUDFLARE INC. | June 5, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 10 funds |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Phyllis M. Lockett Director Elections |
Board | For | AGAINST 17 funds |
FOR 14 funds |
| CNA FINANCIAL CORP. | April 30, 2025 | An advisory (non-binding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 13 funds |
| COASTAL FINANCIAL CORP. | May 28, 2025 | To approve the Second Amendment to the Coastal Financial Corporation 2018 Omnibus Incentive Plan (the "2018 Plan"), including an increase in the number of authorized shares under the 2018 Plan. Compensation |
Board | For | AGAINST 10 funds |
FOR 4 funds |
| COASTAL FINANCIAL CORP. | May 28, 2025 | To elect one Director to the class of Directors to serve for a 1-year term until the 2026 meeting of shareholders: Steven D. Hovde Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| COASTAL FINANCIAL CORP. | May 28, 2025 | To elect three Directors to the class of Directors to serve for a 3-year term until the 2028 meeting of shareholders: Christopher D. Adams Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| COCA-COLA CO. | April 30, 2025 | Election of Directors: Thomas S. Gayner Director Elections |
Board | For | FOR 17 funds |
AGAINST 15 funds |
| COCA-COLA CONSOLIDATED INC. | May 13, 2025 | Approval of the amendment to Coca-Cola Consolidated's Restated Certificate of Incorporation to effect a 10-for-1 forward stock split of Coca-Cola Consolidated Common Stock and Class B Common Stock and to proportionately increase the number of authorized shares of Coca-Cola Consolidated Common Stock and Class B Common Stock. Capital Structure |
Board | For | FOR 14 funds |
AGAINST 13 funds |
| CODEXIS INC. | June 10, 2025 | To approve an amendment to the Codexis, Inc. 2019 Incentive Award Plan to increase the number of shares available for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| CODEXIS INC. | June 10, 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 3 funds |
| COEUR MINING INC. | May 13, 2025 | Election of nine directors: N. Eric Fier Director Elections |
Board | For | AGAINST 35 funds |
FOR 8 funds |
| COGENT COMMUNICATIONS HOLDINGS INC. | May 7, 2025 | Non-Binding Advisory Vote to approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| COGNEX CORP. | April 30, 2025 | To approve, on an advisory basis, the compensation of Cognex's named executive officers, as described in the proxy statement including the Compensation Discussion and Analysis, compensation tables and narrative discussion ("say-on-pay"). Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 15 funds |
| COINBASE GLOBAL INC. | June 18, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Election of directors: John P. Bilbrey Director Elections |
Board | For | AGAINST 16 funds |
FOR 13 funds |
| COLLEGIUM PHARMACEUTICAL INC. | May 15, 2025 | To approve the Collegium Pharmaceutical, Inc. 2025 Equity Incentive Plan Compensation |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| COMMERCIAL VEHICLE GROUP INC. | May 15, 2025 | A non-binding advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 2 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Joseph E. Reece Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Lori A. Walker Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Richard P. Dealy Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Vance O. Holtzman Director Elections |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| COMPX INTERNATIONAL INC. | May 21, 2025 | Say-on-Pay, nonbinding advisory vote approving executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 2 funds |
| COMTECH TELECOMMUNICATIONS CORP. | January 13, 2025 | Approval, on an advisory basis, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 4 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.