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
1,312 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 |
|---|---|---|---|---|---|---|
| BAXTER INTERNATIONAL INC. | May 5, 2026 | Approval of the Baxter International Inc. Second Amended and Restated 2021 Incentive Plan Compensation |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| BCB BANCORP, INC. | April 23, 2026 | Election of Directors: James Rizzo Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| BCB BANCORP, INC. | April 23, 2026 | Election of Directors: Michael Widmer Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| BCB BANCORP, INC. | April 23, 2026 | Election of Directors: Ryan Blake Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| BEACON FINANCIAL CORPORATION | May 13, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| BEAM THERAPEUTICS INC. | June 3, 2026 | Election of the following nominees as Class III directors for three-year terms ending at our Annual Meeting of Stockholders to be held in 2029. John Evans Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| BELLRING BRANDS, INC. | January 28, 2026 | To consider and vote, on an advisory basis, for the adoption of a resolution approving the compensation of our named executive officers, as such compensation is described under the "Compensation Discussion and Analysis" and "Executive Compensation" sections of this proxy statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Gregory S. Bentley Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Janet B. Haugen Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Nicholas H. Cumins Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BENTLEY SYSTEMS, INCORPORATED | May 21, 2026 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Non-binding resolution to approve the compensation of the Company's Named Executive Officers, as described in the 2026 Proxy Statement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BGC GROUP INC. | November 12, 2025 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 10 funds |
| BGSF, INC. | September 4, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to certain of BGSF's named executive officers, in connection with the transactions contemplated by the Equity Purchase Agreement Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| BGSF, INC. | November 5, 2025 | To amend BGSF, Inc.'s 2013 Long-Term Incentive Plan to add an additional 250,000 shares of common stock available for issuance. Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| BGSF, Inc. | November 5, 2025 | Advisory vote to approve named executive officer compensation ("Say-on-Pay" Vote). Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| BICARA THERAPEUTICS INC. | June 9, 2026 | To elect two class II directors to our board of directors, to serve until the 2029 annual meeting of stockholders and until his or her successor has been duly elected and qualified, or until his or her earlier death, resignation or removal. Christopher Bowden, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| BIO-TECHNE CORP | October 30, 2025 | Approve, on an advisory basis, the compensation of our executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 18 funds |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| BIOCRYST PHARMACEUTICALS, INC. | June 11, 2026 | To hold a non-binding, advisory vote regarding executive compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| BIOMARIN PHARMACEUTICAL INC. | June 2, 2026 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 15 funds |
| BK TECHNOLOGIES CORPORATION | June 18, 2026 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| BLACKLINE, INC. | May 7, 2026 | Approval, on a non-binding, advisory basis, of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| BLUELINX HOLDINGS | May 14, 2026 | Proposal to approve an Amendment to the 2021 Long-Term Incentive Plan to increase the number of shares of common stock reserved for Issuance under the plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| BRAEMAR HOTELS & RESORTS INC. | December 15, 2025 | To obtain advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| BRANDYWINE REALTY TRUST | May 28, 2026 | Adoption of an amendment to the 2023 Long-Term Incentive Plan to increase the term of the plan and the number of the common shares that may be issued thereunder. Compensation |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| BRAZE, INC. | June 30, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| BRAZE, INC. | June 30, 2026 | Election of Two Class II Directors, each to hold office until our 2029 Annual Meeting of Stockholders. Neeraj Agrawal Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| BRIDGEBIO PHARMA, INC. | June 22, 2026 | To approve an amendment and restatement of the 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder by 2,000,000 shares. Compensation |
Board | For | AGAINST 3 funds |
FOR 9 funds |
| BRIDGEWATER BANCSHARES, INC. | April 28, 2026 | Approve the Bridgewater Bancshares, Inc. 2026 Equity Incentive Plan; and Compensation |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| BROADWAY FINANCIAL CORPORATION | June 17, 2026 | To cast an advisory (non-binding) vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| BRT APARTMENTS CORP. | June 10, 2026 | A proposal to approve the Company's 2026 Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| BURFORD CAPITAL LIMITED | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement for the 2026 annual general meeting of shareholders under "Executive compensation", including the compensation discussion and analysis, the compensation tables and the related narrative discussion included therein ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | June 18, 2026 | Election of the following persons as Directors: Georgette R. George Director Elections |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| BURKE & HERBERT FINANCIAL SERVICES CORP. | June 18, 2026 | Election of the following persons as Directors: James P. Geary, II Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| BUTTERFLY NETWORK, INC. | June 18, 2026 | To approve by a non-binding advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| BXP, INC. | May 21, 2026 | To approve, by non-binding, advisory resolution, the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 17 funds |
| Ball Corporation | April 29, 2026 | Election of Directors: Aaron M. Erter Director Elections |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| Ball Corporation | April 29, 2026 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | FOR 8 funds |
AGAINST 14 funds |
| BancFirst Corporation | May 28, 2026 | Election of Directors: David R. Harlow Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Bank7 Corp. | May 20, 2026 | Election of Directors: Gary D. Whitcomb Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| Bank7 Corp. | May 20, 2026 | Election of Directors: John T. Phillips Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| Bar Harbor Bankshares | May 7, 2026 | ELECTION OF THE FOLLOWING NOMINEES AS DIRECTORS: Lauri E. Fernald Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| Bausch Health Companies Inc. | May 19, 2026 | Election of Directors: Frank D. Lee Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| Bed Bath & Beyond, Inc. | May 14, 2026 | Election of Directors: Debra G. Perelman Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| Berry Corporation (bry) | December 15, 2025 | The Advisory Compensation Proposal: To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| BioMarin Pharmaceutical Inc. | June 2, 2026 | Election of Directors: Elizabeth M. Anderson Director Elections |
Board | For | AGAINST 8 funds |
FOR 13 funds |
| BioMarin Pharmaceutical Inc. | June 2, 2026 | Election of Directors: Timothy P. Walbert Director Elections |
Board | For | AGAINST 8 funds |
FOR 13 funds |
| Black Diamond Therapeutics, Inc. | June 26, 2026 | Election of Class III Directors: Shannon Campbell Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| BlackRock, Inc. | May 20, 2026 | Election of Directors: Cheryl D. Mills Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BlackRock, Inc. | May 20, 2026 | Election of Directors: Gordon M. Nixon Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BlackRock, Inc. | May 20, 2026 | Election of Directors: Kristin C. Peck Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BlackRock, Inc. | May 20, 2026 | Election of Directors: Pamela Daley Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BlackRock, Inc. | May 20, 2026 | Election of Directors: William E. Ford Director Elections |
Board | For | AGAINST 7 funds |
FOR 15 funds |
| BlueLinx Holdings Inc. | May 14, 2026 | Election of Directors: Anuj Dhanda Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Frank H. Kenan II Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Jeffrey C. Royal Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 2 funds |
| Boston Omaha Corporation | August 25, 2025 | Election of Directors (other than the Class B common stock Director): Thomas Burt Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Candace Evans Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Matthew D. Rinaldi Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Monty J. Bennett Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Rebeca Odino-Johnson Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Rebecca Musser Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| Braemar Hotels & Resorts Inc. | December 15, 2025 | Election of Directors: Richard J. Stockton Director Elections |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| Bridger Aerospace Group Holdings, Inc. | June 4, 2026 | To elect three Class I directors to serve until the 2029 Annual Meeting of Stockholders: Dan Drohan Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| BrightSpring Health Services, Inc. | May 21, 2026 | Election of Class II directors: Steve Miller Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Check Kian Low Director Elections |
Board | For | FOR 5 funds |
AGAINST 15 funds |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Diane M. Bryant Director Elections |
Board | For | FOR 5 funds |
AGAINST 15 funds |
| Broadcom Inc. | April 20, 2026 | Election of Directors: Harry L. You Director Elections |
Board | For | FOR 5 funds |
AGAINST 15 funds |
| Brookdale Senior Living Inc. | June 22, 2026 | Election of Directors: Claudia N. Drayton Director Elections |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| Bunge Global SA | May 20, 2026 | Election of Directors: Markus Walt Director Elections |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| Bunge Global SA | May 20, 2026 | Reelection of Four Members of the Human Resources and Compensation Committee: Markus Walt Corporate Governance |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| CABALETTA BIO, INC. | June 9, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| CABALETTA BIO, INC. | June 9, 2026 | To elect two class I directors to our board of directors, to serve until the 2029 annual meeting of stockholders and until their successor has been duly elected and qualified, or until their earlier death, resignation or removal. Scott Brun, M.D. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| CABLE ONE, INC. | May 14, 2026 | To approve the Cable One, Inc. 2026 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| CACI International Inc | October 16, 2025 | Election of Directors: Ryan D. McCarthy Director Elections |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| CADENCE BANK | January 6, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Cadence's named executive officers that is based on or otherwise relates to the transactions contemplated by the merger agreement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| CALAVO GROWERS, INC. | April 28, 2026 | The Merger-Related Compensation Proposal - A non-binding, advisory proposal to approve compensation that will or may become payable by Calavo to its named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| CALIFORNIA RESOURCES CORPORATION | April 30, 2026 | To approve, by non-binding vote, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 10 funds |
| CANTALOUPE, INC. | September 4, 2025 | To approve, by a non-binding, advisory vote, the compensation arrangements that will or may become payable to Cantaloupe, Inc.'s named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| CAPITAL ONE FINANCIAL CORPORATION | May 8, 2026 | Advisory vote on our Named Executive Officer compensation ("Say on Pay"). Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 15 funds |
| CAPRI HOLDINGS LIMITED | August 7, 2025 | To approve the Capri Holdings Limited Fourth Amended and Restated Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| CARDIFF ONCOLOGY, INC. | June 11, 2026 | Proposal to approve an amendment to the Company's 2021 Omnibus Equity Incentive Plan to increase the number of shares issuable thereunder to 15,150,000 shares from 12,150,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| CARDIFF ONCOLOGY, INC. | June 11, 2026 | Proposal to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CAREDX, INC. | June 11, 2026 | Approval of an amendment to the 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| CARGURUS, INC. | June 3, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2025. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| CARIBOU BIOSCIENCES, INC. | June 17, 2026 | To elect three Class II directors to serve until the Company's 2029 annual meeting of stockholders and until their respective successor are duly elected and qualified or until their earlier death, resignation, or removal. The three nominees for election are: Andrew Guggenhime, M.B.A. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| CARRIAGE SERVICES, INC. | May 12, 2026 | Approve our proposed Second Amendment to the Company's 2017 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| CATHAY GENERAL BANCORP | May 18, 2026 | Election of Class III Directors, to be elected for the term ending 2029: Richard Sun Director Elections |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| CB Financial Services, Inc. | May 20, 2026 | Election of Directors: David F. Pollock Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| CB Financial Services, Inc. | May 20, 2026 | Election of Directors: John J. LaCarte Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| CB Financial Services, Inc. | May 20, 2026 | Election of Directors: Mark E. Fox Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| CERENCE INC. | February 12, 2026 | Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| CF BANKSHARES INC | May 27, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| CHEGG, INC. | June 12, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers for the year ended December 31, 2025. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| CHEMED CORPORATION | May 18, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| CHOICE HOTELS INTERNATIONAL, INC. | May 21, 2026 | Election of Directors: Donna F. Vieira Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.