Home › Asset managers › Compare 2025-2026 › Dimensional vs Charles Schwab
Dimensional 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,406 | 13,039 | 1,312 | 55 | 90.9% | 90.8% |
| Board proposals | 13,508 | 12,235 | 1,252 | 21 | 90.7% | 90.7% |
| E&S shareholder proposals | 154 | 119 | 1 | 34 | 99.2% | 96.1% |
| Other items | 744 | 685 | 59 | 0 | 92.1% | 92.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,252 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 |
|---|---|---|---|---|---|---|
| Repligen Corporation | May 14, 2026 | Election of Directors: Carrie Eglinton Manner Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Repligen Corporation | May 14, 2026 | Election of Directors: Glenn P. Muir Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Reservoir Media, Inc. | August 7, 2025 | Election of Directors: Helima Croft Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Reservoir Media, Inc. | August 7, 2025 | Election of Directors: Neil de Gelder Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Reservoir Media, Inc. | August 7, 2025 | Election of Directors: Rell Lafargue Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Resources Connection, Inc. | October 16, 2025 | Election of Directors: Susan M. Collyns Director Elections |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| Revolve Group, Inc. | June 5, 2026 | The election of directors: Melanie Cox Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 5 funds |
| Revolve Group, Inc. | June 5, 2026 | The election of directors: Michael Karanikolas Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 5 funds |
| Revolve Group, Inc. | June 5, 2026 | The election of directors: Michael Mente Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 5 funds |
| Reynolds Consumer Products Inc. | April 29, 2026 | Election of Directors: Marla Gottschalk Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 10 funds |
| Reynolds Consumer Products Inc. | April 29, 2026 | Election of Directors: Rolf Stangl Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 10 funds |
| Reynolds Consumer Products Inc. | April 29, 2026 | Election of Directors: Scott Huckins Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 10 funds |
| Rigel Pharmaceuticals, Inc. | May 14, 2026 | Election of Directors: Alison Hannah, M.D. Director Elections |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| Rimini Street, Inc. | June 3, 2026 | Election of Class III Directors: Jay Snyder Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Rimini Street, Inc. | June 3, 2026 | Election of Class III Directors: Seth A. Ravin Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Rimini Street, Inc. | June 3, 2026 | Election of Class III Directors: Steven Capelli Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| S&P GLOBAL INC. | May 20, 2026 | Election of Directors: Hubert Joly Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| SABRE CORPORATION | April 29, 2026 | To hold an advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| SALESFORCE, INC. | May 28, 2026 | Amendment and restatement of our 2013 Equity Incentive Plan to increase the number of shares reserved for issuance and extend the plan term. Compensation |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| SAMSARA INC. | July 29, 2025 | The approval, on a non-binding advisory basis, of the compensation of Samsara Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| SCANSOURCE, INC. | December 9, 2025 | Advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| SEABOARD CORPORATION | April 20, 2026 | Vote to approve the compensation, on an advisory basis, of the Named Executive Officers, as disclosed in the proxy statement for the 2026 Annual Meeting of Stockholders: Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| SECURITY NATIONAL FINANCIAL CORPORATION | June 26, 2026 | The amendment of the Company's 2022 Equity Incentive Plan to provide that up to 500,000 of the shares previously authorized to be issued only as Class A common stock may instead be issued as Class C common stock. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| SECURITY NATIONAL FINANCIAL CORPORATION | June 26, 2026 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| SEI Investments Company | May 27, 2026 | Election of Directors: Kathryn M. McCarthy Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| SEMLER SCIENTIFIC, INC. | January 13, 2026 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to the named executive officers of Semler Scientific that arises from or otherwise relates to the Merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| SEMPRA | May 12, 2026 | Advisory approval of our executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 14 funds |
| SENSEONICS HOLDINGS, INC. | May 20, 2026 | To elect the three nominees of the Board of Directors, to the Board of Directors to hold office until the 2029 Annual Meeting of Stockholders. Timothy T. Goodnow Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| SENTINELONE, INC. | June 25, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 10 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Anthony L. Coelho Director Elections |
Board | For | FOR 6 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: C. Park Shaper Director Elections |
Board | For | FOR 6 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Marcus A. Watts Director Elections |
Board | For | AGAINST 6 funds |
FOR 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Sara Martinez Tucker Director Elections |
Board | For | FOR 6 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Victor L. Lund Director Elections |
Board | For | FOR 6 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve the 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 12 funds |
| SES AI CORPORATION | October 1, 2025 | To approve, in a non-binding advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| SHATTUCK LABS, INC. | May 28, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| SHOALS TECHNOLOGIES GROUP, INC. | April 30, 2026 | Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay" proposal). Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| SHOE CARNIVAL, INC. | June 10, 2026 | Election of Directors: Diane E. Randolph Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| SI-BONE, Inc. | June 4, 2026 | Election of Directors: John G. Freund, M.D. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| SIEBERT FINANCIAL CORP. | November 18, 2025 | Advisory vote to approve named executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| SIGA TECHNOLOGIES, INC. | June 9, 2026 | To approve an amendment to the SIGA Technologies, Inc. Amended and Restated 2010 Stock Incentive Plan to increase the number of shares of common stock available for issuance. Compensation |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| SIMON PROPERTY GROUP, INC. | May 13, 2026 | Advisory Vote to Approve the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 19 funds |
| SITIME CORPORATION | May 29, 2026 | Election of Directors: Torsten G. Kreindl Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 7 funds |
| SITIME CORPORATION | May 29, 2026 | To approve, on an advisory basis, the compensation of SiTime's named executive officers as disclosed in SiTime's proxy statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| SITIO ROYALTIES CORP | August 18, 2025 | The approval, on a non-binding, advisory basis, of the compensation that may be paid or become payable to Sitio Royalties Corp's named executive officers that is based on or otherwise relates to the mergers contemplated by the Agreement and Plan of Merger, dated as of June 2, 2025. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| SKILLZ INC. | December 29, 2025 | Advisory vote on the Company's executive compensation. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| SKINHEALTH SYSTEMS INC. | June 10, 2026 | Approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve the Company's 2026 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 15 funds |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as described in the Company's Proxy Statement. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 16 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: Andrew W. Mathias Director Elections |
Board | For | FOR 1 fund |
AGAINST 9 funds |
| SL Green Realty Corp. | June 2, 2026 | Election of Directors: John H. Alschuler Director Elections |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| SLEEP NUMBER CORPORATION | May 21, 2026 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| SLEEP NUMBER CORPORATION | May 21, 2026 | Approve Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 2,500,000 shares Compensation |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| SMART SAND, INC. | June 2, 2026 | Approval of the Smart Sand, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| SMARTRENT, INC. | May 12, 2026 | To approve the SmartRent, Inc. 2021 Equity Incentive Plan, as amended and restated, including an increase in the number of shares reserved for issuance thereunder. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| SMITH-MIDLAND CORPORATION | August 1, 2025 | Election of directors: James Russell Bruner Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 2 funds |
| SMITH-MIDLAND CORPORATION | August 1, 2025 | Election of directors: Matthew I. Smith Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 2 funds |
| SMITH-MIDLAND CORPORATION | August 1, 2025 | Election of directors: Richard Gerhardt Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 2 funds |
| SOLARIS ENERGY INFRASTRUCTURE, INC. | May 15, 2026 | Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for the year ended December 31, 2025. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| SOLID BIOSCIENCES INC. | June 10, 2026 | The approval of an advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| SOLID POWER, INC. | May 20, 2026 | Approval, by a non-binding advisory vote, of the compensation of Solid Power, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| SOMNIGROUP INTERNATIONAL INC. | May 13, 2026 | APPROVAL OF AN AMENDMENT TO THE COMPANY'S AMENDED AND RESTATED CERTIFICATE OF INCORPORATION TO INCREASE THE NUMBER OF AUTHORIZED SHARES OF COMMON STOCK FROM 500,000,000 TO 1,000,000,000. Capital Structure |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| SONIC AUTOMOTIVE, INC. | April 29, 2026 | Approval of the amendment and restatement of the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors. Compensation |
Board | For | FOR 8 funds |
AGAINST 8 funds |
| SONOS, INC. | March 5, 2026 | Advisory approval of the named executive officer compensation (the say-on-pay vote). Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| SOUNDTHINKING, INC. | June 3, 2026 | Advisory approval of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| SOUNDTHINKING, INC. | June 3, 2026 | Election of Class III Directors: Marc Morial Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| SOUNDTHINKING, INC. | June 3, 2026 | Election of Class III Directors: Ralph A. Clark Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| SOUNDTHINKING, INC. | June 3, 2026 | Election of Class III Directors: Ruby Sharma Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| SPERO THERAPEUTICS, INC. | June 23, 2026 | To approve adoption of the 2026 Spero Therapeutics, Inc. Stock Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| SPHERE ENTERTAINMENT CO. | June 10, 2026 | Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| SPRINKLR, INC. | June 11, 2026 | To elect one Class II director, to hold office until our Annual Meeting of Stockholders in 2029. Stephen M. Ward, Jr. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 3 funds |
| SPROUT SOCIAL, INC. | May 20, 2026 | To conduct an advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| SPS Commerce, Inc. | May 28, 2026 | Election of Directors: Anne Sempowski Ward Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| SS&C TECHNOLOGIES HOLDINGS, INC. | May 20, 2026 | To approve, on an advisory basis, the compensation of SS&C's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| SS&C Technologies Holdings, Inc. | May 20, 2026 | The election of the nominees listed below as Class I directors: Michael J. Zamkow Director Elections |
Board | For | AGAINST 6 funds |
FOR 11 funds |
| STAAR SURGICAL COMPANY | January 6, 2026 | A proposal to approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to STAAR'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 6 funds |
FOR 5 funds |
| STAAR SURGICAL COMPANY | June 18, 2026 | Approve on a non-binding advisory basis the compensation of the Company's named executive officers ("say-on-pay"). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| STAR HOLDINGS | May 21, 2026 | Election of Trustees: Clifford De Souza Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| STAR HOLDINGS | May 21, 2026 | Election of Trustees: Nina Matis Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| STAR HOLDINGS | May 21, 2026 | Election of Trustees: Richard Lieb Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| STARZ ENTERTAINMENT CORP. | May 15, 2026 | Advisory Vote on Executive Compensation: To pass a non-binding advisory resolution to approve the compensation of the Company's Named Executive Officers. See the section entitled ''Proposal 4 Advisory Vote to Approve Executive Compensation'' in the Notice and Proxy Statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| STEELCASE INC. | December 5, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Steelcase's named executive officers that is based on or otherwise relates to the mergers contemplated by the Merger Agreement (the ''Steelcase compensation proposal''). Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| STIFEL FINANCIAL CORP. | June 9, 2026 | To approve the adoption of an amendment to the Stifel Financial Corp. 2001 Incentive Stock Plan (2018 Restatement) Compensation |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| STOKE THERAPEUTICS, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| STONERIDGE, INC. | May 19, 2026 | Approval, on advisory basis, of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| STONEX GROUP INC. | March 10, 2026 | To approve the advisory (non-binding) resolution relating to executive compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| STRATEGY INC | June 8, 2026 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 10 funds |
| STRIDE, INC. | December 4, 2025 | Approval, on a non-binding advisory basis, of the compensation of the named executive officers of the Company; Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 13 funds |
| SUNCOKE ENERGY, INC. | May 14, 2026 | To elect two directors to the class of directors whose term expires in 2029: Martha Z. Carnes Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| SUPER MICRO COMPUTER INC. | April 15, 2026 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| SUPER MICRO COMPUTER INC. | April 15, 2026 | To elect three Class I directors to hold office until the Annual Meeting of Stockholders following their year 2008 or until their successors are duly elected and qualified. Charles Liang Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 14 funds |
| SURGERY PARTNERS INC. | June 5, 2026 | Election of Class II Directors: Brent Turner Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 7 funds |
| SURGERY PARTNERS INC. | June 5, 2026 | Election of Class II Directors: Devin O'Reilly Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 7 funds |
| SURGERY PARTNERS INC. | June 5, 2026 | Election of Class II Directors: Laura L. Forese, M.D. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 7 funds |
| SYNOVUS FINANCIAL CORP. | November 6, 2025 | To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to Synovus' named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| Sally Beauty Holdings, Inc. | January 22, 2026 | Election of Directors: Debra Perelman Director Elections |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| Selective Insurance Group, Inc. | April 29, 2026 | ELECTION OF DIRECTORS: STEPHEN C. MILLS Director Elections |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| ServiceNow, Inc. | May 21, 2026 | Election of Directors: Eric S. Yuan Director Elections |
Board | For | FOR 5 funds |
AGAINST 12 funds |
| ServiceNow, Inc. | May 21, 2026 | Election of Directors: Teresa Briggs Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
← Previous Page 10 of 13 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.