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 |
|---|---|---|---|---|---|---|
| MICROSOFT CORP. | December 10, 2024 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 17 funds |
AGAINST 15 funds |
| MIDDLESEX WATER CO. | May 20, 2025 | To approve a non-binding advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 5 funds |
| MILLER INDUSTRIES INC. | May 23, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| MINERALS T | May 14, 2025 | Advisory vote to approve 2024 named executive officer compensation. Say-on-Pay |
Board | Not determined | AGAINST 22 funds |
FOR 9 funds |
| MINERALYS THERAPEUTICS INC. | May 22, 2025 | Election of Class II directors for a three-year term to expire at the 2028 annual meeting of stockholders: Glenn P. Sblendorio Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| MISTER CAR WASH INC. | May 22, 2025 | Election of the three Class I director nominees named in the Proxy Statement, to serve until the 2028 Annual Meeting of Stockholders and until their respective successors have been duly elected and qualified: John Danhakl Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 4 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Approval of the Amended and Restated Mobileye Global Inc. 2022 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Amnon Shashua Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Claire C. McCaskill Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Eyal Desheh Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Patrick Bombach Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| MODIV INDUSTRIAL INC. | December 11, 2024 | To approve, on an advisory (non-binding) basis, the compensation paid to the company's named executive officers for the year ended December 31, 2023 ("say on pay" vote). Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| MODIVCARE INC | June 17, 2025 | A non-binding advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Kenneth L. Shropshire Director Elections |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Laila J. Worrell Director Elections |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Louise Mirrer Director Elections |
Board | For | FOR 6 funds |
AGAINST 9 funds |
| MONARCH CASINO & RESORT INC. | June 6, 2025 | Election of Directors: Yvette E. Landau Director Elections |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | To elect as directors the 10 director nominees named in the Proxy Statement: Nancy McKinstry Director Elections |
Board | For | FOR 15 funds |
AGAINST 12 funds |
| MONTROSE ENVIRONMENTAL GROUP INC. | May 6, 2025 | To elect three Class II directors to our Board of Directors to hold office until the Company's 2028 annual meeting of stockholders, or until their successors are duly elected and qualified: J. Thomas Presby Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 4 funds |
| MOODY'S | April 15, 2025 | Advisory resolution approving executive compensation. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| MORGAN STANLEY | May 15, 2025 | To approve the Amended and Restated Equity Incentive Compensation Plan Compensation |
Board | For | AGAINST 18 funds |
FOR 15 funds |
| MOTORCAR PARTS OF AMERICA INC. | September 5, 2024 | To vote on an advisory (non-binding) proposal to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 2 funds |
| MOTOROLA SOLUTIONS INC. | May 15, 2025 | Advisory Approval of the Company's Executive Compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 17 funds |
| MOVADO GROUP INC. | June 18, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Proxy Statement under "Executive Compensation". Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| MUELLER IN | May 8, 2025 | To approve, on an advisory basis by non-binding vote, executive compensation. Say-on-Pay |
Board | Not determined | AGAINST 20 funds |
FOR 12 funds |
| MVB FINANCIAL CORP. | May 20, 2025 | To approve on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 3 funds |
| NAPCO SECURITY TECHNOLOGIES INC. | December 12, 2024 | Election of Directors: Donna Soloway Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 5 funds |
| NAPCO SECURITY TECHNOLOGIES INC. | December 12, 2024 | Election of Directors: Rick Lazio Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 5 funds |
| NATIONAL BEVERAGE CORP. | October 4, 2024 | Election of Directors: Joseph G. Caporella Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 10 funds |
| NATIONAL CINEMEDIA INC. | May 1, 2025 | To approve, on an advisory basis, our executive compensation Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 5 funds |
| NATIONAL RESEARCH CORP. | May 7, 2025 | APPROVAL OF THE 2025 OMNIBUS INCENTIVE PLAN. Compensation |
Board | For | AGAINST 13 funds |
FOR 4 funds |
| NATIONAL STORAGE AFFILIATES TRUST | May 12, 2025 | The election of eleven trustees to serve on the Board of Trustees: Warren W. Allan Director Elections |
Board | For | FOR 4 funds |
AGAINST 10 funds |
| NEKTAR THERAPEUTICS | May 23, 2025 | To approve a non-binding advisory resolution regarding our executive compensation (a "say-on-pay" vote). Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| NEOGENOMICS INC. | May 22, 2025 | Approval, on a non-binding advisory basis, of the Compensation Paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 6 funds |
| NETAPP INC. | September 11, 2024 | To approve an amendment to NetApp's 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 15 funds |
| NETSCOUT SYSTEMS INC. | September 12, 2024 | To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation |
Board | For | FOR 20 funds |
AGAINST 7 funds |
| NEUMORA THERAPEUTICS INC. | May 28, 2025 | To elect two Class II directors to hold office until the 2028 annual meeting of stockholders or until their successors are elected: Alaa Halawa Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 2 funds |
| NEWELL BRANDS INC. | May 8, 2025 | Approve an advisory resolution on named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 9 funds |
| NEXTDOOR HOLDINGS INC. | June 10, 2025 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| NINE ENERGY SERVICE INC. | May 2, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: Courtney J. Riley Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 2 funds |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: John E. Harper Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 2 funds |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: Meredith W. Mendes Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 2 funds |
| NL INDUSTRIES INC. | May 15, 2025 | Director Nominees: Michael S. Simmons Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 2 funds |
| NL INDUSTRIES INC. | May 15, 2025 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 3 funds |
| NORTHWEST BANCSHARES INC. | April 17, 2025 | An advisory, non-binding resolution to approve the executive compensation described in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 9 funds |
| NORWOOD FINANCIAL CORP. | April 22, 2025 | Election of Directors: Alexandra K. Nolan Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 2 funds |
| NORWOOD FINANCIAL CORP. | April 22, 2025 | Election of Directors: Dr. Andrew A. Forte Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 2 funds |
| NUCOR CORP. | May 8, 2025 | Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024 Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 15 funds |
| NUTANIX INC. | December 13, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 11 funds |
| NVIDIA CORP. | June 25, 2025 | Election of Directors: Aarti Shah Director Elections |
Board | For | FOR 1 fund |
AGAINST 16 funds |
| NVR INC. | May 6, 2025 | Election of Directors: Alfred E. Festa Director Elections |
Board | For | FOR 20 funds |
AGAINST 13 funds |
| O-I GLASS INC. | May 14, 2025 | To approve, by advisory vote, the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 8 funds |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2025 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 15 funds |
| ODP CORP. | May 1, 2025 | To approve, in a non-binding, advisory vote, The ODP Corporation's executive compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| OFFICE PROPERTIES INCOME TRUST | June 12, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| OIL STATES INTERNATIONAL INC. | May 13, 2025 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPANY'S EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 6 funds |
| OLEMA PHARMACEUTICALS INC. | June 10, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| OLO INC. | June 12, 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 5 funds |
| OMEGA HEALTHCARE INVESTORS INC. | June 6, 2025 | Election of Directors: Kapila K. Anand Director Elections |
Board | For | AGAINST 2 funds |
FOR 15 funds |
| OMNICELL INC. | May 21, 2025 | Proposal to elect Class III Directors to hold office until the 2028 Annual Meeting of Stockholders: Edward P. Bousa Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 7 funds |
| ON SEMICON | May 15, 2025 | Advisory vote to approve the compensation of our named executive officers (Say-on-Pay). Say-on-Pay |
Board | Not determined | AGAINST 17 funds |
FOR 15 funds |
| ONE LIBERTY PROPERTIES INC. | June 5, 2025 | A proposal to approve the Company's 2025 Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| ONITY GROUP INC. | May 21, 2025 | Approval, on an advisory basis, of the compensation of the named executive officers, as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 3 funds |
| OPEN LENDING CORP. | May 21, 2025 | To elect two Class II directors for a three-year term: Blair J. Greenberg Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 4 funds |
| ORANGE COUNTY BANCORP INC. | May 20, 2025 | Election of Directors: Kevin Keane (three-year term) Director Elections |
Board | For | WITHHOLD 16 funds |
FOR 2 funds |
| ORASURE TECHNOLOGIES INC. | May 14, 2025 | Advisory (Non-Binding) Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 4 funds |
| ORGANON & CO. | June 10, 2025 | Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 14 funds |
| ORIC PHARMACEUTICALS INC. | June 11, 2025 | Election of Directors: Angie You, Ph.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| ORIC PHARMACEUTICALS INC. | June 11, 2025 | Election of Directors: Steven L. Hoerter Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| ORIGIN MATERIALS INC. | May 6, 2025 | Advisory approval of our executive compensation Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| OUTFRONT MEDIA INC. | June 3, 2025 | Election of Director Nominees: Angela Courtin Director Elections |
Board | For | AGAINST 2 funds |
FOR 9 funds |
| OUTFRONT MEDIA INC. | June 3, 2025 | Election of Director Nominees: Susan M. Tolson Director Elections |
Board | For | AGAINST 2 funds |
FOR 9 funds |
| OVINTIV INC. | May 1, 2025 | Election of the 11 Director Nominees Named in the Proxy Statement: Peter A. Dea Director Elections |
Board | For | AGAINST 19 funds |
FOR 12 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: Edwin J. Lukas Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 2 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: Frederick P. Calderone Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 2 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: Matthew T. Moroun Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 2 funds |
| P.A.M. TRANSPORTATION SERVICES INC. | October 31, 2024 | Election of Directors: W. Scott Davis Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 2 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 4, 2025 | Election of Directors: Kathy Ordonez Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 4, 2025 | Election of Directors: William Ericson Director Elections |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 4, 2025 | To approve the amendment of our 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| PACIRA BIOSCIENCES INC. | June 10, 2025 | Approval of our Amended and Restated 2011 Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 8 funds |
| PALO ALTO NETWORKS INC. | December 10, 2024 | Election of Class I Directors: Right Honorable Sir John Key Director Elections |
Board | For | FOR 12 funds |
AGAINST 14 funds |
| PAMT CORP | May 8, 2025 | Election of Directors: Edwin J. Lukas Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 2 funds |
| PAMT CORP | May 8, 2025 | Election of Directors: Frederick P. Calderone Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 2 funds |
| PAMT CORP | May 8, 2025 | Election of Directors: Matthew T. Moroun Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 2 funds |
| PANGAEA LOGISTICS SOLUTIONS LTD. | August 8, 2024 | To approve the Pangaea Logistics Solutions Ltd. Amended and Restated 2014 Equity Incentive Plan. Compensation |
Board | For | AGAINST 16 funds |
FOR 2 funds |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: Cynthia A. Russo Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: James C. Stoffel Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: Linda M. Crawford Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| PAR TECHNOLOGY CORP. | June 2, 2025 | Election of Directors: Narinder Singh Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Election of Directors: Greg Wright Director Elections |
Board | For | FOR 4 funds |
AGAINST 8 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Election of Directors: Martin Bussmann Director Elections |
Board | For | FOR 4 funds |
AGAINST 8 funds |
| PARAMOUNT GROUP INC. | May 15, 2025 | Election of Directors: Paula Sutter Director Elections |
Board | For | FOR 4 funds |
AGAINST 8 funds |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | Election of Directors: Edward F. Crawford Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 2 funds |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | Election of Directors: John D. Grampa Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 2 funds |
| PARK-OHIO HOLDINGS CORP. | May 15, 2025 | To approve the Amendment and Restatement of the Park-Ohio Holdings Corp. 2021 Equity and Incentive Compensation Plan, the terms of which are described in the accompanying Proxy Statement. Compensation |
Board | For | AGAINST 20 funds |
FOR 2 funds |
| PAYCOM SOFTWARE INC. | May 5, 2025 | Election of Class III Directors: Chad Richison Director Elections |
Board | For | AGAINST 12 funds |
FOR 15 funds |
| PAYCOM SOFTWARE INC. | May 5, 2025 | Election of Class III Directors: Henry C. Duques Director Elections |
Board | For | AGAINST 12 funds |
FOR 15 funds |
| PAYCOR HCM INC. | October 23, 2024 | To approve, on an advisory and non-binding basis, the compensation of Paycor's named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 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.