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 |
|---|---|---|---|---|---|---|
| PAYPAL HOLDINGS INC. | June 5, 2025 | Approval of the PayPal Holdings, Inc. 2015 Equity Incentive Award Plan, as Amended and Restated. Compensation |
Board | For | AGAINST 9 funds |
FOR 14 funds |
| PBF ENERGY INC. | April 29, 2025 | An advisory vote on the 2024 compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 9 funds |
| PEAPACK-GLADSTONE FINANCIAL CORP. | April 29, 2025 | To approve on a non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 5 funds |
| PENNYMAC FINANCIAL SERVICES INC. | June 18, 2025 | To approve, by non-binding vote, our executive compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 10 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 14, 2025 | Election of Directors: Kimberly McWaters Director Elections |
Board | For | FOR 25 funds |
WITHHOLD 12 funds |
| PEPSICO INC. | May 7, 2025 | Election of Directors: Darren Walker Director Elections |
Board | For | AGAINST 17 funds |
FOR 14 funds |
| PERSONALIS INC. | May 16, 2025 | Election of Directors: A. Blaine Bowman Director Elections |
Board | For | WITHHOLD 16 funds |
FOR 1 fund |
| PERSONALIS INC. | May 16, 2025 | Election of Directors: Karin Eastham Director Elections |
Board | For | WITHHOLD 16 funds |
FOR 1 fund |
| PHIBRO ANIMAL HEALTH CORP. | November 5, 2024 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2025. Audit-related |
Board | For | FOR 18 funds |
AGAINST 5 funds |
| PILGRIM'S PRIDE CORP. | April 30, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 14 funds |
| PIPER SANDLER COMPANIES | May 22, 2025 | Election of Directors: Victoria M. Holt Director Elections |
Board | For | AGAINST 14 funds |
FOR 7 funds |
| PLANET FITNESS INC. | May 6, 2025 | Approval of the Planet Fitness, Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| PLAYA HOTELS & RESORTS N V | April 17, 2025 | Non-binding advisory vote to approve the compensation that will or may become payable by the Company to its named executive officers in connection with the completion of the Offer Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 4 funds |
| POST HOLDINGS INC. | January 30, 2025 | Election of Directors: David P. Skarie Director Elections |
Board | For | AGAINST 20 funds |
FOR 12 funds |
| POST HOLDINGS INC. | January 30, 2025 | Election of Directors: Gregory L. Curl Director Elections |
Board | For | AGAINST 20 funds |
FOR 12 funds |
| POTBELLY CORP. | May 15, 2025 | Approval of the amendment to the Company's Amended and Restated 2019 Long-Term Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder. Compensation |
Board | For | AGAINST 15 funds |
FOR 2 funds |
| PPG INDUSTRIES INC. | April 17, 2025 | Election of Directors: Guillermo Novo Director Elections |
Board | For | FOR 18 funds |
AGAINST 14 funds |
| PREFORMED LINE PRODUCTS CO. | May 13, 2025 | To approve the 2025 Incentive Plan Compensation |
Board | For | AGAINST 21 funds |
FOR 5 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2025 | Election of Directors: Beverly A. Cummings Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2025 | Election of Directors: Charles E. Drimal, Jr. Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2025 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| PRIMERICA INC. | May 14, 2025 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | FOR 14 funds |
AGAINST 11 funds |
| PRINCETON BANCORP INC. | April 22, 2025 | An advisory vote to approve named executive officer compensation; Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 3 funds |
| PRIORITY TECHNOLOGY HOLDINGS INC. | June 13, 2025 | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| PROCORE TECHNOLOGIES INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 10 funds |
| PROFRAC HOLDING CORP. | May 28, 2025 | To approve the ProFrac Holding Corp. 2025 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| PROGYNY INC. | May 22, 2025 | Election of Directors: Norman Payson, M.D. Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| PROVIDENT FINANCIAL HOLDINGS INC. | November 21, 2024 | Advisory approval of the compensation of our named executive officers as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 2 funds |
| PROVIDENT FINANCIAL SERVICES INC. | April 24, 2025 | The approval (non-binding) of executive compensation. Say-on-Pay |
Board | For | AGAINST 22 funds |
FOR 10 funds |
| PUMA BIOTECHNOLOGY INC. | June 11, 2025 | Advisory (non-binding) vote to approve the compensation of Puma Biotechnology, Inc.'s named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| PURPLE INNOVATION INC. | June 10, 2025 | Approve, on an advisory basis, the compensation of the Company's Named Executive Officers as set forth in our Proxy Statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| QUAD/GRAPHICS INC. | May 21, 2025 | To approve an amendment to the Quad/Graphics, Inc. 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 17 funds |
FOR 2 funds |
| QUAKER CHEMICAL CORP. | May 7, 2025 | Election of Directors: Fay West Director Elections |
Board | For | FOR 21 funds |
AGAINST 7 funds |
| QUAKER CHEMICAL CORP. | May 7, 2025 | Election of Directors: Mark A. Douglas Director Elections |
Board | For | FOR 21 funds |
AGAINST 7 funds |
| QUEST RESOURCE HOLDING CORP. | July 8, 2024 | To approve the 2024 Incentive Compensation Plan. Compensation |
Board | For | AGAINST 14 funds |
FOR 1 fund |
| QUIDELORTHO CORP. | May 20, 2025 | Approval of, on an advisory basis, the compensation of QuidelOrtho's named executive officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 11 funds |
| QUINSTREET INC. | October 31, 2024 | Election of Directors: Andrew Sheehan Director Elections |
Board | For | WITHHOLD 16 funds |
FOR 4 funds |
| RACKSPACE TECHNOLOGY INC. | June 20, 2025 | Non-binding advisory vote to approve the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| RADIANT LOGISTICS INC. | November 15, 2024 | Election of Directors: Kristin E. Toth Director Elections |
Board | For | AGAINST 21 funds |
FOR 2 funds |
| RADIANT LOGISTICS INC. | November 15, 2024 | Election of Directors: Michael Gould Director Elections |
Board | For | AGAINST 21 funds |
FOR 2 funds |
| RADNET INC. | June 10, 2025 | An advisory vote to approve the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| RALPH LAUREN CORP. | August 1, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices as described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 14 funds |
| RANGER ENERGY SERVICES INC. | May 9, 2025 | To elect Class I Directors to hold office until the 2028 Annual Meeting: Krishna Shivram Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 2 funds |
| RANGER ENERGY SERVICES INC. | May 9, 2025 | To elect Class I Directors to hold office until the 2028 Annual Meeting: Michael C. Kearney Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 2 funds |
| RAVE RESTAURANT GROUP INC. | December 10, 2024 | To approve the amendments to the Company's Amended and Restated Articles of Incorporation to effect a 1 for 1,000 reverse stock split of the Company Common Stock followed immediately by an amendment to the Company's Amended and Restated Articles of Incorporation to effect a 1,000 for 1 forward stock split of the Company Common Stock (the "Reverse / Forward Stock Split Proposal"). Capital Structure |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| RAYMOND JAMES FINANCIAL INC. | February 20, 2025 | ELECTION OF DIRECTORS: Art A. Garcia Director Elections |
Board | For | AGAINST 18 funds |
FOR 13 funds |
| RBC BEARINGS INC. | September 5, 2024 | To consider a resolution regarding the stockholder advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 12 funds |
| RCM TECHNOLOGIES INC. | December 12, 2024 | Advisory vote to approve the compensation of our named executive officers for 2023. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 2 funds |
| READING INTERNATIONAL INC. | December 5, 2024 | To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers; Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| READY CAPITAL CORP. | July 25, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers, as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| RED RIVER BANCSHARES INC. | May 1, 2025 | Election of Directors: Teddy R. Price Director Elections |
Board | For | FOR 20 funds |
WITHHOLD 2 funds |
| RED ROCK RESORTS INC. | June 5, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| REGENCY CENTERS CORP. | May 7, 2025 | Election of Directors to each serve for a one-year term: Karin M. Klein Director Elections |
Board | For | AGAINST 5 funds |
FOR 16 funds |
| REGENERON PHARMACEUTICALS INC. | June 13, 2025 | Election of Directors: Bonnie L. Bassler, Ph.D. Director Elections |
Board | For | AGAINST 2 funds |
FOR 13 funds |
| REGENERON PHARMACEUTICALS INC. | June 13, 2025 | Election of Directors: Michael S. Brown, M.D. Director Elections |
Board | For | AGAINST 2 funds |
FOR 13 funds |
| REGENXBIO INC. | May 30, 2025 | To approve the REGENXBIO Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| REPLIGEN CORP. | May 15, 2025 | Election of Directors: Martin D. Madaus, D.V.M., Ph.D. Director Elections |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| REPLIMUNE GROUP INC. | September 4, 2024 | Election of Directors: Dieter Weinand Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 4 funds |
| REPOSITRAK INC. | November 20, 2024 | Election of Directors: Ronald C. Hodge Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Approval of the Republic Bancorp, Inc. 2025 Stock Incentive Plan. Compensation |
Board | For | AGAINST 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Alejandro M. Sanchez Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Andrew Trager-Kusman Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: David P. Feaster Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Heather V. Howell Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Jennifer N. Green Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Logan M. Pichel Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Steven E. Trager Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Timothy S. Huval Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Vidya Ravichandran Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: W. Kennett Oyler, III Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: W. Patrick Mulloy, II Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| REPUBLIC BANCORP INC. | April 24, 2025 | Election of Directors: Yoania Cannon Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| RESIDEO TECHNOLOGIES INC. | June 4, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 11 funds |
| RESIDEO TECHNOLOGIES INC. | June 4, 2025 | Election of Directors: Brian Kushner Director Elections |
Board | For | AGAINST 11 funds |
FOR 9 funds |
| RETAIL OPPORTUNITY INVESTMENTS CORP. | February 7, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers that is based on or otherwise related to the company merger as more fully described in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 10 funds |
| REV GROUP INC. | February 27, 2025 | Election of Class II Directors: Mark Skonieczny Director Elections |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Melanie Cox Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 4 funds |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Michael Karanikolas Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REVOLVE GROUP INC. | June 6, 2025 | Election of Directors: Michael Mente Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REX AMERICAN RESOURCES CORP | June 4, 2025 | ADVISORY VOTE to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| REYNOLDS C | April 23, 2025 | Election of Directors: Ann Ziegler Director Elections |
Board | Not determined | WITHHOLD 16 funds |
FOR 13 funds |
| REYNOLDS C | April 23, 2025 | Election of Directors: Gregory Cole Director Elections |
Board | Not determined | WITHHOLD 16 funds |
FOR 13 funds |
| REZOLUTE INC. | December 5, 2024 | To approve, by a majority vote the 2021 Equity Incentive Plan Amendment. Compensation |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| RIBBON COMMUNICATIONS INC. | May 28, 2025 | To approve the adoption of the Ribbon Communications Inc. 2025 Incentive Award Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| RICHMOND MUTUAL BANCORPORATION INC. | May 21, 2025 | Election of Directors: E. Michael Blum (3-year term) Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 1 fund |
| RICHMOND MUTUAL BANCORPORATION INC. | May 21, 2025 | Election of Directors: Garry D. Kleer (1-year term) Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 1 fund |
| RIGEL PHARMACEUTICALS INC. | May 22, 2025 | To approve an amendment to our 2018 Equity Incentive Plan, as amended (the "Amended 2018 Plan"), to add an additional 700,000 shares to the number of shares of common stock authorized for issuance under the Amended 2018 Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| RIGEL PHARMACEUTICALS INC. | May 22, 2025 | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2025. Audit-related |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| RIOT PLATFORMS INC. | June 10, 2025 | Election of Directors: Jaime Leverton Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| RITHM CAPITAL CORP. | May 22, 2025 | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| ROBLOX | May 29, 2025 | Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| ROCKWELL MEDICAL INC. | May 20, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| ROCKWELL MEDICAL INC. | May 20, 2025 | Election of Directors: Allen Nissenson, MD Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| ROCKWELL MEDICAL INC. | May 20, 2025 | Election of Directors: John G. Cooper Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| ROSS STORES INC. | May 21, 2025 | Advisory vote to approve the resolution on the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 15 funds |
| ROYALTY PHARMA | May 12, 2025 | A non-binding advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 13 funds |
| ROYALTY PHARMA PLC | May 12, 2025 | Election of Directors: Bonnie Bassler, Ph.D. Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| ROYALTY PHARMA PLC | May 12, 2025 | Election of Directors: David Hodgson Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| ROYALTY PHARMA PLC | May 12, 2025 | Election of Directors: Errol De Souza, Ph.D. Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| ROYALTY PHARMA PLC | May 12, 2025 | Election of Directors: Gregory Norden Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 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.