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 |
|---|---|---|---|---|---|---|
| EXTREME NETWORKS INC. | November 14, 2024 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 2,300,000 shares of our common stock to those reserved for issuance under the plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| F&G ANNUITIES & LIFE INC. | July 17, 2024 | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 6 funds |
| F&G ANNUITIES & LIFE INC. | June 25, 2025 | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| FARMER BROS. CO. | February 4, 2025 | Election of Directors: David A. Pace Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| FARMER BROS. CO. | February 4, 2025 | Election of Directors: Waheed Zaman Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| FARMER BROS. CO. | February 4, 2025 | To hold an advisory (non-binding) vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| FARO TECHNOLOGIES INC. | May 21, 2025 | Amendment to the FARO Technologies, Inc. 2022 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 1,500,000. Compensation |
Board | For | AGAINST 18 funds |
FOR 5 funds |
| FASTLY INC. | June 11, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve the amendment and restatement of the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| FIGS INC. | June 4, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 5 funds |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | Election of Class III director nominees: Parker S. Kennedy Director Elections |
Board | For | FOR 20 funds |
AGAINST 12 funds |
| FIRST BANCSHARES INC. | October 22, 2024 | A proposal to approve, on an advisory (non-binding) basis, specified compensation that may become payable to the named executive officers of The First Bancshares, Inc. in connection with the merger. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 6 funds |
| FIRST CAPITAL INC. | May 21, 2025 | Election of Directors: Christopher L. Byrd Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| FIRST CAPITAL INC. | May 21, 2025 | Election of Directors: John M. Shireman Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| FIRST CAPITAL INC. | May 21, 2025 | Election of Directors: Mark D. Shireman Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| FIRST CAPITAL INC. | May 21, 2025 | Election of Directors: Pamela G. Kraft Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| FIRST FINANCIAL NORTHWEST INC. | July 19, 2024 | Approval, on an advisory (non-binding) basis, of the compensation that may be paid or become payable to certain executive officers of the Company in connection with the asset sale. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 2 funds |
| FIRST FOUNDATION INC. | May 29, 2025 | To approve the First Foundation Inc. Amended and Restated 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| FIRST HORIZON CORP. | April 29, 2025 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 19 funds |
AGAINST 12 funds |
| FIRST INTERNET BANCORP | May 19, 2025 | To approve, in an advisory (non-binding) vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 3 funds |
| FIRST SEACOAST BANCORP INC. | May 29, 2025 | To elect two directors to serve for a term of three years: Mark P. Boulanger Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| FIRST SEACOAST BANCORP INC. | May 29, 2025 | To elect two directors to serve for a term of three years: Michael J. Bolduc Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| FIRST WESTERN FINANCIAL INC. | June 4, 2025 | To approve the First Western Financial, Inc. Omnibus Incentive Plan, as amended and restated April 23, 2025. Compensation |
Board | For | AGAINST 11 funds |
FOR 2 funds |
| FIVE9 INC. | May 21, 2025 | To approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | An advisory vote to approve, on a non-binding basis, compensation of our named executive officers disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | Election of Directors: Marshall Lux Director Elections |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| FLUSHING FINANCIAL CORP. | May 28, 2025 | Election of Class C Directors (for a term expiring in 2028): James D. Bennett Director Elections |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| FLYWIRE CORP. | June 3, 2025 | Elect two directors to serve as Class I directors until the 2028 Annual Meeting of Stockholders: Michael Massaro Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | For | FOR 18 funds |
AGAINST 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: William Clay Ford, Jr. Director Elections |
Board | For | AGAINST 18 funds |
FOR 13 funds |
| FORTIVE CORP. | June 3, 2025 | To approve on an advisory basis Fortive's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 15 funds |
| FORTIVE CORP. | June 3, 2025 | To approve the amendment and restatement of the 2016 Stock Incentive Plan to extend the term of the plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 13 funds |
| FORTREA HOLDINGS INC. | June 10, 2025 | Election of Directors: Erin L. Russell Director Elections |
Board | For | FOR 1 fund |
AGAINST 9 funds |
| FORUM ENER | May 9, 2025 | Approval, on a non-binding, advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | AGAINST 18 funds |
FOR 3 funds |
| FOX CORP. | November 19, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 2 funds |
| FTAI AVIATION | May 29, 2025 | Approval, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| FUELCELL ENERGY INC. | April 17, 2025 | To approve, on a non-binding advisory basis, the compensation of FuelCell Energy, Inc.'s named executive officers as set forth in the "Executive Compensation" section of the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| FULGENT GENETICS INC. | May 15, 2025 | Election of Directors: Michael Nohaile, Ph.D. Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 6 funds |
| FUNKO INC. | June 12, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| GARMIN LTD | June 6, 2025 | Re-election of Min H. Kao as Executive Chairman Corporate Governance |
Board | For | FOR 9 funds |
AGAINST 12 funds |
| GATES INDU | June 5, 2025 | Election of Directors: Fredrik Eliasson Director Elections |
Board | Not determined | AGAINST 11 funds |
FOR 10 funds |
| GE AEROSPACE | May 6, 2025 | Election of Directors: Stephen Angel Director Elections |
Board | For | FOR 10 funds |
AGAINST 13 funds |
| GENERATION BIO CO. | June 4, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| GENESCO INC. | June 26, 2025 | A non-binding advisory vote on the Company's named executive officers' compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| GENIE ENERGY LTD. | May 6, 2025 | Election of Directors: Allan Sass Director Elections |
Board | For | AGAINST 20 funds |
FOR 2 funds |
| GENIE ENERGY LTD. | May 6, 2025 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 20 funds |
FOR 2 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 11, 2025 | Election of four Class III directors: Itai Wallach Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 11, 2025 | Election of four Class III directors: Michael Gregory (Greg) O'Hara Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 11, 2025 | Election of four Class III directors: Raymond Donald Joabar Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| GLOBAL NET LEASE INC. | May 22, 2025 | Approval of the 2025 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 9 funds |
| GLOBALSTAR INC. | May 20, 2025 | Election of Class A Directors: Dr. Paul E. Jacobs Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| GLOBALSTAR INC. | May 20, 2025 | Election of Class A Directors: Keith O. Cowan Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| GOLDEN ENTERTAINMENT INC. | May 22, 2025 | To approve the amendment and restatement of the Golden Entertainment, Inc. 2015 Incentive Award Plan. Compensation |
Board | For | AGAINST 13 funds |
FOR 7 funds |
| GOLDEN ENTERTAINMENT INC. | May 22, 2025 | To approve, on a non-binding advisory basis, the compensation of our named executive officers as disclosed in the accompanying proxy statement (the "Say on Pay Proposal"). Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 9 funds |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Advisory Vote to Approve Executive Compensation (Say on Pay) Diversity, Equity, and Inclusion |
Board | For | AGAINST 18 funds |
FOR 17 funds |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Approval of The Goldman Sachs Amended and Restated Stock Incentive Plan (2025) Compensation |
Board | For | AGAINST 17 funds |
FOR 14 funds |
| GOPRO INC. | June 3, 2025 | Approval of the non-binding, advisory resolution on executive compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| GRAFTECH INTERNATIONAL LTD. | May 8, 2025 | Election of Directors: Michel J. Dumas Director Elections |
Board | For | FOR 1 fund |
AGAINST 7 funds |
| GRAHAM CORP. | August 20, 2024 | Election of two director nominees: Daniel J. Thoren Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 1 fund |
| GRAHAM CORP. | August 20, 2024 | Election of two director nominees: Lisa M. Schnorr Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 1 fund |
| GRAHAM HOLDINGS CO. | May 6, 2025 | Election of Directors: Danielle Conley Director Elections |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| GRAHAM HOLDINGS CO. | May 6, 2025 | Election of Directors: Tony Allen Director Elections |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| GRAIL INC. | May 29, 2025 | Election of Class I Director to serve until the 2028 Annual Meeting of Stockholders, and until their respective successor has been duly elected and qualified: William (Bill) Chase Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| GRAY MEDIA INC. | May 7, 2025 | The approval of the amendment and restatement of the Gray Media, Inc. 2022 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 18 funds |
AGAINST 7 funds |
| GRIFFON CO. | March 11, 2025 | Approval of the resolution approving the compensation of our executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | Not determined | AGAINST 16 funds |
FOR 10 funds |
| GROUPON INC. | June 11, 2025 | To conduct an advisory vote to approve our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| H.B. FULLER CO. | April 15, 2025 | Approval of the Third Amendment and Restatement of the H.B. Fuller Company 2020 Master Incentive Plan to increase shares and adopt certain other amendments to the Plan. Compensation |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Approve, on an Advisory Basis, the Named Executive Officers' Compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: Bryan H. Lawrence Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: Charles R. Wesley, IV Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: David C. Hardie Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: David J. Lubar Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: Zarrell Gray Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| HAMILTON LANE INC. | September 5, 2024 | Advisory, non-binding vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 8 funds |
| HARBORONE BANCORP INC. | May 13, 2025 | The election of the three Class III director nominees named in the proxy statement to serve on our Board of Directors for a term of three years and until their respective successors are duly elected and qualified: Joseph F. Casey Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 4 funds |
| HARVARD BIOSCIENCE INC. | June 2, 2025 | Approval, by a non-binding advisory vote, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| HARVARD BIOSCIENCE INC. | June 2, 2025 | Election of Director: James W. Green Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 1 fund |
| HAWTHORN BANCSHARES INC. | June 3, 2025 | Proposal to ratify the selection of the accounting firm of Forvis Mazars, LLP as the Company's independent registered public accounting firm for 2025. Audit-related |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| HAYWARD HOLDINGS INC. | May 22, 2025 | Election of Directors: Edward Ward Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 8 funds |
| HAYWARD HOLDINGS INC. | May 22, 2025 | Election of Directors: Lawrence Silber Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 8 funds |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Roger A. Baker Director Elections |
Board | For | FOR 20 funds |
WITHHOLD 4 funds |
| HCA HEALTHCARE INC. | April 24, 2025 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 12 funds |
AGAINST 14 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Approve an amendment to the Company's 2023 Omnibus Incentive Plan to increase the number of authorized shares by 1,800,000 shares Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Election of Directors: Irini Barlas Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Election of Directors: Joseph Vattamattam Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Election of Directors: Paul L. Whiting Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| HERSHEY CO. | May 6, 2025 | Approve named executive officer compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 17 funds |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Huong Maria T. Kraus Director Elections |
Board | For | AGAINST 14 funds |
FOR 15 funds |
| HILTON GRAND VACATIONS INC. | May 7, 2025 | Approve by non-binding vote the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| HIMS & HERS HEALTH INC. | June 12, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| HOLOGIC INC. | February 26, 2025 | Election of Directors: Martin Madaus Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Approval, in a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Ara K. Hovnanian Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Edward A. Kangas Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Joseph A. Marengi Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Robert B. Coutts Director Elections |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| HUDSON GLOBAL INC. | July 31, 2024 | To approve, by advisory vote, the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.