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 |
|---|---|---|---|---|---|---|
| SharkNinja, Inc. | June 18, 2026 | Election of Directors: Chi Kin Max Hui Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| SharkNinja, Inc. | June 18, 2026 | Election of Directors: Timothy R. Warner Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| Silvercrest Asset Management Group Inc. | June 3, 2026 | The election as director of the nominee listed below: Brian D. Dunn Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| SkyWater Technology, Inc. | June 10, 2026 | Election of Directors: Dennis J. Goetz Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| SkyWater Technology, Inc. | June 10, 2026 | Election of Directors: Joseph J. Humke Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| Smart Sand, Inc. | June 2, 2026 | Election of Directors: Sharon Spurlin Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| Smart Sand, Inc. | June 2, 2026 | Election of Directors: Timothy J. Pawlenty Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| Solid Biosciences Inc. | June 10, 2026 | Election of Class II Directors: Adam Stone Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Solid Biosciences Inc. | June 10, 2026 | Election of Class II Directors: Clare Kahn Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Solid Biosciences Inc. | June 10, 2026 | Election of Class II Directors: Lynne Sullivan Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: B. Scott Smith Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: David Bruton Smith Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Jeff Dyke Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Keri A. Kaiser Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Michael Hodge Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: R. Eugene Taylor Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: William I. Belk Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: William R. Brooks Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: German Larrea Mota-Velasco Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: David P. Hess Director Elections |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Douglas H. Brooks Director Elections |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Patricia A. Watson Director Elections |
Board | For | FOR 6 funds |
AGAINST 14 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Robert E. Jordan Director Elections |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Robert L. Fornaro Director Elections |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| Starbucks Corporation | March 25, 2026 | Election of Directors: Wei Zhang Director Elections |
Board | For | AGAINST 4 funds |
FOR 13 funds |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Catherine C. B. Schmelter Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Cathy D. Ross Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| Steelcase Inc. | July 9, 2025 | Election of ten nominees to the Board of Directors: Connie K. Duckworth Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| Stitch Fix, Inc. | December 11, 2025 | Election of Directors: Kofi Amoo-Gottfried Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 7 funds |
| Stitch Fix, Inc. | December 11, 2025 | Election of Directors: Timothy Baxter Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 7 funds |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Mark Myers Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Stanford Gertz Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| Strawberry Fields REIT, Inc. | May 7, 2026 | Election of Directors: Ted Lerman Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| T. ROWE PRICE GROUP, INC. | May 7, 2026 | Election of Directors: William P. Donnelly Director Elections |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. | September 18, 2025 | Approval of an amendment and restatement of the Amended and Restated Take-Two Interactive Software, Inc. 2017 Stock Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| TARGET HOSPITALITY CORP. | May 21, 2026 | Third Amendment to the Target Hospitality Corp. 2019 Incentive Award Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| TAYSHA GENE THERAPIES, INC. | June 1, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| TECHPRECISION CORPORATION | October 28, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| TECHTARGET, INC. | July 24, 2025 | To approve an advisory (non-binding) resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Don Hawk Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Gary Nugent Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: M. Sean Griffey Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Patrick Martell Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Perfecto Sanchez Director Elections |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Sally Ashford Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Election of Directors: D. S. Woessner Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 7 funds |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Election of Directors: K. D. Dixon Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 7 funds |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Election of Directors: W. Oosterman Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 7 funds |
| TELOS CORPORATION | May 7, 2026 | AMENDMENT TO THE AMENDED AND RESTATED 2016 OMNIBUS LONG-TERM INCENTIVE PLAN: To approve Amendment No. 2 to the Amended and Restated 2016 Omnibus Long-Term Incentive Plan of the Company, substantially in the form attached hereto as Exhibit A (the "Plan Amendment"). Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| TESLA, INC. | November 6, 2025 | A Tesla proposal for approval of the 2025 CEO Performance Award. Compensation |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| TEVA PHARMACEUTICAL INDUSTRIES LIMITED | May 28, 2026 | TO APPOINT DR. SOL J. BARER TO SERVE AS A DIRECTOR UNTIL TEVA'S 2029 ANNUAL MEETING OF SHAREHOLDERS Dr. Sol J. Barer Director Elections |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| THE COCA-COLA COMPANY | April 29, 2026 | Election of Directors: Thomas S. Gayner Director Elections |
Board | For | FOR 6 funds |
AGAINST 15 funds |
| THE COOPER COMPANIES, INC. | April 7, 2026 | Election of Directors: Lawrence E. Kurzius Director Elections |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 16 funds |
| THE HAIN CELESTIAL GROUP, INC. | October 30, 2025 | Proposal to approve an amendment to the 2022 Long Term Incentive and Stock Award Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| THE JOINT CORP. | May 20, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| THE LOVESAC COMPANY | June 9, 2026 | To provide advisory approval of the Company's fiscal 2026 compensation for its named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| THE MACERICH COMPANY | June 1, 2026 | Advisory vote to approve our named executive officer compensation as described in our Proxy Statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 10 funds |
| THE ODP CORPORATION | December 5, 2025 | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid by ODP to its named executive officers that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| THE PENNANT GROUP, INC. | May 14, 2026 | Advisory approval of the Company's named executive officer compensation Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| THE SCOTTS MIRACLE-GRO COMPANY | January 26, 2026 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 10 funds |
| THE TIMKEN COMPANY | May 8, 2026 | Approval, on an advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 13 funds |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Amendment to The Travelers Companies, Inc. Amended and Restated 2023 Stock Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 12 funds |
| THRYV HOLDINGS, INC. | June 11, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 8 funds |
| TILLY'S INC. | June 10, 2026 | Non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| TIPTREE INC. | April 28, 2026 | To approve Amendment No. 2 to the 2017 Omnibus Incentive Plan to (a) extend the term of the 2017 Plan to June 6, 2037, and (b) increase the number of shares of the Company's common stock available for awards thereunder by an additional 4,000,000 shares. Compensation |
Board | For | AGAINST 9 funds |
FOR 4 funds |
| TIPTREE INC. | April 28, 2026 | To approve, in an advisory (non-binding) vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| TOLL BROTHERS, INC. | March 10, 2026 | Election of Directors: Wendell E. Pritchett Director Elections |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| TRANSACT TECHNOLOGIES INCORPORATED | May 26, 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 2 funds |
| TRANSOCEAN LTD | May 22, 2026 | Advisory Vote to Approve Named Executive Officer Compensation for Fiscal Year 2026 Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to General Manager, U.S. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to Head of Engineering. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| TREACE MEDICAL CONCEPTS, INC. | May 19, 2026 | Approval, on an advisory, non-binding basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| TREDEGAR CORPORATION | May 8, 2026 | Non-Binding Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| TREEHOUSE FOODS, INC. | January 29, 2026 | Approval, on a non-binding, advisory basis, of specified compensation that may be paid or become payable to TreeHouse Foods' named executive officers in connection with the Merger and contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| TREVI THERAPEUTICS INC | June 3, 2026 | Election of one Class I director to our Board of Directors, to serve until the 2029 Annual Meeting of Stockholders. Michael Heffernan Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| TRIMAS CORPORATION | May 20, 2026 | Approval, on a non-binding advisory basis, of the compensation paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| TTEC Holdings, Inc. | May 21, 2026 | Election of Director Nominees: Robert N. Frerichs Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 5 funds |
| TVARDI THERAPEUTICS, INC. | June 9, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| TWILIO INC. | June 16, 2026 | To approve the Twilio Inc. Amended and Restated 2016 Stock Option and Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| TWIST BIOSCIENCE CORPORATION | February 5, 2026 | To adopt, on an advisory basis, a resolution approving the compensation of the Company's Named Executive Officers, as described in the Proxy Statement under ''Executive Compensation.'' Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| TYRA BIOSCIENCES, INC. | May 28, 2026 | To elect three directors to serve as Class II directors for a three-year term expiring at the 2029 Annual Meeting of Stockholders and until their respective successors shall have been duly elected and qualified. Habib J. Dable Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| TYSON FOODS, INC. | February 5, 2026 | To approve the amendment and restatement of the Tyson Foods, Inc. 2000 Stock Incentive Plan, a copy of which is attached to the Proxy Statement as Exhibit A. Compensation |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Taylor Morrison Home Corporation | May 21, 2026 | Election of Directors: Denise F. Warren Director Elections |
Board | For | AGAINST 8 funds |
FOR 11 funds |
| TechPrecision Corporation | October 28, 2025 | Election of Directors: Andrew A. Levy Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| TechTarget, Inc. | July 24, 2025 | Election of Directors: Don Hawk Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| TechTarget, Inc. | July 24, 2025 | Election of Directors: Gary Nugent Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| TechTarget, Inc. | July 24, 2025 | Election of Directors: Perfecto Sanchez Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| TechTarget, Inc. | July 24, 2025 | Election of Directors: Sally Ashford Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| TechTarget, Inc. | July 24, 2025 | Election of Directors: Stephen A. Carter Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| Tectonic Therapeutic, Inc. | June 8, 2026 | Election of Directors: Stefan Vitorovic, M.S., M.B.A. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 2 funds |
| Tectonic Therapeutic, Inc. | June 8, 2026 | Election of Directors: Timothy A. Springer, Ph.D. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 2 funds |
| Tejon Ranch Co. | May 13, 2026 | Election of Directors: Andrew Dakos Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 4 funds |
| Tejon Ranch Co. | May 13, 2026 | Election of Directors: Daniel R. Tisch Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 4 funds |
| Teladoc Health, Inc. | May 21, 2026 | Elect nine directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| Textron Inc. | April 29, 2026 | Election of Directors: Lisa M. Atherton Director Elections |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| The Bank of New York Mellon Corporation | April 14, 2026 | Election of Directors: Joseph J. Echevarria Director Elections |
Board | For | FOR 7 funds |
AGAINST 14 funds |
| The Chefs' Warehouse, Inc. | May 8, 2026 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | FOR 6 funds |
AGAINST 7 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.