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 |
|---|---|---|---|---|---|---|
| The E.W. Scripps Company | May 4, 2026 | Election of Directors: Burton F. Jablin Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 7 funds |
| The E.W. Scripps Company | May 4, 2026 | Election of Directors: Marcellus W. Alexander, Jr. Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 7 funds |
| The E.W. Scripps Company | May 4, 2026 | Election of Directors: Nishat A. Mehta Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 7 funds |
| The Eastern Company | May 6, 2026 | Election of Directors: Fredrick D. DiSanto Director Elections |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| The Gap, Inc. | May 12, 2026 | Election of Directors: Robert J. Fisher Director Elections |
Board | For | AGAINST 8 funds |
FOR 11 funds |
| The Goldman Sachs Group, Inc. | April 29, 2026 | Election of Directors: David Viniar Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| The Goldman Sachs Group, Inc. | April 29, 2026 | Election of Directors: Ellen Kullman Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| The Goldman Sachs Group, Inc. | April 29, 2026 | Election of Directors: John Hess Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| The Goldman Sachs Group, Inc. | April 29, 2026 | Election of Directors: Kevin Johnson Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| The Goldman Sachs Group, Inc. | April 29, 2026 | Election of Directors: Kimberley Harris Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| The Goldman Sachs Group, Inc. | April 29, 2026 | Election of Directors: Michele Burns Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| The Hartford Insurance Group, Inc. | May 20, 2026 | Election of Directors: Donna James Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| The Hershey Company | May 5, 2026 | Election of Directors: Deirdre A. Mahlan Director Elections |
Board | For | AGAINST 6 funds |
FOR 15 funds |
| The Hershey Company | May 5, 2026 | Election of Directors: Harold Singleton III Director Elections |
Board | For | AGAINST 6 funds |
FOR 15 funds |
| The Hershey Company | May 5, 2026 | Election of Directors: Timothy W. Curoe Director Elections |
Board | For | AGAINST 6 funds |
FOR 15 funds |
| The Pennant Group, Inc. | May 14, 2026 | Election of Directors: Brent J. Guerisoli Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| The Pennant Group, Inc. | May 14, 2026 | Election of Directors: Christopher R. Christensen Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| The Pennant Group, Inc. | May 14, 2026 | Election of Directors: John G. Nackel, Ph.D. Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| Thermo Fisher Scientific Inc. | May 20, 2026 | Election of Directors: Dion J. Weisler Director Elections |
Board | For | FOR 7 funds |
AGAINST 14 funds |
| Toast, Inc. | June 12, 2026 | Election of Directors: Kent Bennett Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 11 funds |
| Toast, Inc. | June 12, 2026 | Election of Directors: Susan Chapman-Hughes Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 11 funds |
| TransAct Technologies Incorporated | May 26, 2026 | Election of Directors: Audrey P. Dunning Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| TransAct Technologies Incorporated | May 26, 2026 | Election of Directors: Daniel M. Friedberg Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| TransAct Technologies Incorporated | May 26, 2026 | Election of Directors: Emanuel P. N. Hilario Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| TransAct Technologies Incorporated | May 26, 2026 | Election of Directors: Haydee Ortiz Olinger Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| TransAct Technologies Incorporated | May 26, 2026 | Election of Directors: Randall S. Friedman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| Tredegar Corporation | May 8, 2026 | Election of Directors: Carl E. Tack III Director Elections |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| Tredegar Corporation | May 8, 2026 | Election of Directors: Christine R. Vlahcevic Director Elections |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| Tredegar Corporation | May 8, 2026 | Election of Directors: George C. Freeman III Director Elections |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| Triumph Financial, Inc. | April 23, 2026 | Election of Directors: Charles A. Anderson Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| Tronox Holdings Plc | April 28, 2026 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| Turtle Beach Corporation | June 2, 2026 | Election of Directors: Cris Keirn Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Turtle Beach Corporation | June 2, 2026 | Election of Directors: Julia W. Sze Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Turtle Beach Corporation | June 2, 2026 | Election of Directors: Libby B. Bush Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Turtle Beach Corporation | June 2, 2026 | Election of Directors: William Wyatt Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: David J. Bronczek Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: John H. Tyson Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: John R. Tyson Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Maria N. Martinez Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Mike Beebe Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Olivia L. Tyson Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| UDR, INC. | May 21, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 19 funds |
| ULTA BEAUTY, INC. | June 9, 2026 | Advisory resolution to approve the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| UNDER ARMOUR, INC. | September 3, 2025 | To approve, by a non-binding advisory vote, the compensation of executives as disclosed in the "Executive Compensation" section of the proxy statement, including the Compensation Discussion and Analysis and tables. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| UNIFI, INC. | October 28, 2025 | Advisory vote to approve UNIFI's named executive officer compensation in fiscal 2025. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| UNIFIRST CORPORATION | June 11, 2026 | To approve, by an advisory (non-binding) vote, certain compensation that may be paid or become payable to UniFirst named executed officers that is based on or otherwise relates to the transactions contemplated by the merger agreement (the ''UniFirst compensation proposal''). Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| UNISYS CORPORATION | April 30, 2026 | Non-binding advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 8 funds |
| UNITED NATURAL FOODS, INC. | December 16, 2025 | The approval of the Fifth Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| UNITED PARKS & RESORTS INC. | September 3, 2025 | To grant the Board of Directors of United Parks & Resorts Inc. (the "Company") the authority to approve and implement additional repurchases of shares of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path Capital LP's ("Hill Path") common stock ownership interest percentage would, as a result of any such repurchase, equal or exceed 70% (excluding Hill Path's and its affiliates' non-voting derivative positions). Capital Structure |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| UNITED STATES LIME & MINERALS, INC. | May 1, 2026 | To approve, on a non-binding advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| UNITED THERAPEUTICS CORPORATION | June 26, 2026 | Approval of the United Therapeutics Corporation 2026 Stock Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| UNITY SOFTWARE INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| UNIVERSAL DISPLAY CORPORATION | June 18, 2026 | Advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Election of Director: Nina Chen-Langenmayr Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 14 funds |
| UPSTART HOLDINGS, INC. | May 28, 2026 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| UPWORK INC. | June 4, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| URBAN EDGE PROPERTIES | May 6, 2026 | The approval, on a non-binding advisory basis, of a resolution approving the compensation of our named executive officers as described in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 10 funds |
| USCB Financial Holdings, Inc. | May 26, 2026 | Election of Directors: NOMINEES for a one-year term expiring in 2027: Ramon Abadin Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| Uber Technologies, Inc. | May 4, 2026 | Election of Directors: Dara Khosrowshahi Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| Uber Technologies, Inc. | May 4, 2026 | Election of Directors: Nikesh Arora Director Elections |
Board | For | FOR 7 funds |
AGAINST 13 funds |
| Unisys Corporation | April 30, 2026 | Election of Directors: Matthew J. Desch Director Elections |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| United Parks & Resorts Inc. | June 16, 2026 | Election of the ten director nominees: James Chambers Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| United Parks & Resorts Inc. | June 16, 2026 | Election of the ten director nominees: Scott Ross Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| United Parks & Resorts Inc. | June 16, 2026 | Election of the ten director nominees: Thomas E. Moloney Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| United Parks & Resorts Inc. | June 16, 2026 | Election of the ten director nominees: Yoshikazu Maruyama Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| United Rentals, Inc. | May 8, 2026 | Election of Directors: Kim Harris Jones Director Elections |
Board | For | AGAINST 8 funds |
FOR 13 funds |
| United-Guardian, Inc. | May 13, 2026 | ELECTION OF DIRECTORS: Arthur M. Dresner Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| United-Guardian, Inc. | May 13, 2026 | ELECTION OF DIRECTORS: Donna Vigilante Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| United-Guardian, Inc. | May 13, 2026 | ELECTION OF DIRECTORS: Ken Globus Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| VANDA PHARMACEUTICALS INC. | June 4, 2026 | To elect three Class II Directors: Anne Sempowski Ward Director Elections |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| VANDA PHARMACEUTICALS INC. | June 4, 2026 | To elect three Class II Directors: Richard W. Dugan Director Elections |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| VEEVA SYSTEMS INC. | June 17, 2026 | To elect the following to serve as directors until the annual meeting to be held in 2027 or until their successors are duly elected and qualified. Tim Cabral Director Elections |
Board | For | AGAINST 4 funds |
FOR 12 funds |
| VERA BRADLEY, INC. | June 4, 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 1 fund |
| VERACYTE, INC. | June 10, 2026 | The approval of an amendment to our Veracyte, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| VERICEL CORPORATION | April 29, 2026 | To approve, on an advisory basis, the compensation of Vericel Corporation's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| VERINT SYSTEMS INC. | November 18, 2025 | Approval, on a non-binding, advisory basis, of certain compensation that may be paid or become payable to Verint's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| VERITEX HOLDINGS, INC. | September 22, 2025 | To approve, on an advisory (non-binding) basis, the merger-related named executive officer compensation that will or may be paid to Veritex's named executive officers in connection with the merger (the "Veritex compensation proposal"). Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| VIASAT, INC. | September 4, 2025 | Amendment and Restatement of the 1996 Equity Participation Plan Compensation |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| VIASAT, INC. | September 4, 2025 | Election of Directors: Sean Pak Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 7 funds |
| VIKING THERAPEUTICS INC | May 19, 2026 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| VIMEO, INC. | November 19, 2025 | To approve, on a non-binding, advisory basis, compensation that will or may become payable to the named executive officers of Vimeo in connection with the transactions contemplated by the merger agreement, which proposal is referred to as the merger-related compensation proposal. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 4 funds |
| VIPER ENERGY, INC. | May 19, 2026 | The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| VIR BIOTECHNOLOGY, INC. | May 26, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| VIRGIN GALACTIC HOLDINGS, INC. | June 11, 2026 | Approval of the Fourth Amended and Restated Virgin Galactic Holdings, Inc. 2019 Incentive Award Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| VIRTU FINANCIAL INC | June 10, 2026 | Advisory Vote to Approve Compensation of Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| VIRTUS INVESTMENT PARTNERS, INC. | May 20, 2026 | Election of Directors: Timothy A. Holt Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 9 funds |
| VISTAGEN THERAPEUTICS, INC. | September 9, 2025 | To approve, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers (NEOs). Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| VITAL ENERGY, INC. | December 12, 2025 | a proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to Vital's named executive officers that is based on or otherwise relates to the Mergers (the "Vital Advisory Compensation Proposal"). Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| VITAL FARMS, INC. | June 10, 2026 | To elect the two nominees named in the attached proxy statement as directors to serve on the Board of Directors for a three-year term. Russell Diez-Canseco Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| VORNADO REALTY TRUST | May 21, 2026 | Approval of the Company's 2026 Omnibus Share Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 16 funds |
| VSE CORPORATION | May 7, 2026 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| Verisk Analytics, Inc. | May 19, 2026 | Election of Directors: Kimberly S. Stevenson Director Elections |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| Victory Capital Holdings, Inc. | May 6, 2026 | Election of Class II Directors: Alan H. Rappaport Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Victory Capital Holdings, Inc. | May 6, 2026 | Election of Class II Directors: Celine Boyer-Chammard Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| VirTra, Inc. | October 14, 2025 | Election of Directors: Michael T. Ayers Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| Vitesse Energy, Inc. | June 5, 2026 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 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.