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 |
|---|---|---|---|---|---|---|
| GRID DYNAMICS HOLDINGS, INC. | December 23, 2025 | The approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 4 funds |
| GUARANTY BANCSHARES, INC. | September 17, 2025 | To vote on an advisory (non-binding) proposal to approve the compensation that may be paid or become payable to the named executive officers of Guaranty Bancshares, Inc. that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| GUARDIAN PHARMACY SERVICES INC. | May 5, 2026 | To elect Class II directors, to hold office until the annual meeting of stockholders to be held in 2029 and until their successors are duly elected and qualified. John Ackerman Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| GXO Logistics, Inc. | May 20, 2026 | Advisory Vote to Approve Executive Compensation To conduct an advisory vote to approve the executive compensation of the company's named executive officers ("NEOs") as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| Ginkgo Bioworks Holdings, Inc. | June 11, 2026 | Election of Directors: Ross Fubini Director Elections |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| Ginkgo Bioworks Holdings, Inc. | June 11, 2026 | Election of Directors: Sri Kosuri Director Elections |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| Globalstar, Inc. | May 13, 2026 | Election of Class B Directors: James F. Lynch Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Globalstar, Inc. | May 13, 2026 | Election of Class B Directors: Timothy E. Taylor Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Graco Inc. | April 24, 2026 | Election of Directors: Kevin J. Wheeler Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| Graco Inc. | April 24, 2026 | Election of Directors: Martha A. Morfitt Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| Guardant Health, Inc. | June 17, 2026 | Election of Class II Directors: Ian Clark Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 8 funds |
| Guardant Health, Inc. | June 17, 2026 | Election of Class II Directors: Manuel Hidalgo Medina Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 8 funds |
| HANOVER BANCORP, INC. | May 28, 2026 | Election of Directors: John R. Sorrenti Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| HANOVER BANCORP, INC. | May 28, 2026 | Election of Directors: Michael Katz Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| HANOVER BANCORP, INC. | May 28, 2026 | Election of Directors: Philip Okun Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| HASBRO, INC. | June 11, 2026 | Election of Directors: Lisa Gersh Director Elections |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| HAWTHORN BANCSHARES, INC. | June 2, 2026 | Proposal to ratify the selection of the accounting firm of Forvis Mazars, LLP as the Company's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| HBT FINANCIAL, INC. | May 19, 2026 | Election of Directors: Allen C. Drake Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| HBT FINANCIAL, INC. | May 19, 2026 | Election of Directors: Fred L. Drake Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| HBT FINANCIAL, INC. | May 19, 2026 | Election of Directors: J. Lance Carter Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| HBT FINANCIAL, INC. | May 19, 2026 | Election of Directors: James T. Ashworth Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| HBT FINANCIAL, INC. | May 19, 2026 | Election of Directors: Patrick F. Busch Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| HCA Healthcare, Inc. | April 23, 2026 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 6 funds |
AGAINST 14 funds |
| HEICO CORPORATION | March 13, 2026 | ADVISORY APPROVAL OF THE COMPANY'S EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| HEICO Corporation | March 13, 2026 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim Director Elections |
Board | For | AGAINST 4 funds |
FOR 11 funds |
| HERBALIFE LTD | April 30, 2026 | Approve, on an advisory basis, the compensation of the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| HERBALIFE LTD. | April 30, 2026 | Election of Directors: Des Walsh Director Elections |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| HERITAGE COMMERCE CORP. | March 26, 2026 | A proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Heritage's named executive officers that is based on or otherwise relates to the transactions contemplated by the merger agreement (the ''Heritage compensation proposal''). Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| HERTZ GLOBAL HOLDINGS, INC. | May 28, 2026 | Election of the two director nominees identified in the Company's Proxy Statement to serve as directors for the three-year term expiring at the Company's 2029 annual meeting of stockholders. Lucy Clark Dougherty Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 8 funds |
| HEWLETT PACKARD ENTERPRISE COMPANY | April 1, 2026 | Advisory vote to approve the Hewlett Packard Enterprise Company's executive compensation Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 15 funds |
| HF FOODS GROUP INC. | June 5, 2026 | Approval, on an advisory basis, of the compensation of our executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| HIGHPEAK ENERGY, INC. | June 2, 2026 | Election of Director: Larry C. Oldham Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| HIMS & HERS HEALTH, INC. | June 11, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 9 funds |
| HOLLEY INC. | May 1, 2026 | Approval of the 2021 Omnibus Incentive Plan, as amended by the First Amendment (as amended, the ''Amended Plan'') to increase the number of authorized shares of common stock reserved for delivery under the Amended Plan as described in the accompanying proxy statement. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| HOME BANCSHARES, INC. | April 16, 2026 | Election of Directors: Jim Rankin, Jr. Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 9 funds |
| HORMEL FOODS CORPORATION | January 27, 2026 | Approve the Hormel Foods Corporation 2026 Equity and Incentive Compensation Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 13 funds |
| HOULIHAN LOKEY, INC. | September 17, 2025 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompany Proxy Statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| HOVNANIAN ENTERPRISES, INC. | March 31, 2026 | Approval of the Fourth Amended and Restated 2020 Hovnanian Enterprises, Inc. Stock Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| HOVNANIAN ENTERPRISES, INC. | March 31, 2026 | Approval, in a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| HOWMET AEROSPACE INC. | May 19, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 16 funds |
| HP INC. | April 16, 2026 | To approve the Fifth Amended and Restated HP Inc. 2004 Stock Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| HYSTER-YALE, INC. | May 12, 2026 | To approve on an advisory basis the Company's Named Executive Officer compensation Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| Halliburton Company | May 20, 2026 | Election of Directors: Tobi M. Edwards Young Director Elections |
Board | For | FOR 7 funds |
AGAINST 13 funds |
| Hawthorn Bancshares, Inc. | June 2, 2026 | ELECTION OF FOUR CLASS I DIRECTORS: Philip D. Freeman Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| Hayward Holdings, Inc. | May 21, 2026 | Election of Directors: Arthur Soucy Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 8 funds |
| Hayward Holdings, Inc. | May 21, 2026 | Election of Directors: Kevin Brown Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 8 funds |
| Hayward Holdings, Inc. | May 21, 2026 | Election of Directors: Lori Walker Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 8 funds |
| Henry Schein, Inc. | May 21, 2026 | Election of Incumbent Directors: Max Lin Director Elections |
Board | For | AGAINST 10 funds |
FOR 14 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Ara K. Hovnanian Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Edward A. Kangas Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Joseph A. Marengi Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Miriam Hernandez-Kakol Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Robert B. Coutts Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| IDEAYA BIOSCIENCES, INC. | June 16, 2026 | To elect three Class I directors to hold office until the 2029 annual meeting of stockholders or until their successors are elected; Yujiro S. Hata Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Elaine S. Yatzkan Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Irwin Katsof Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| IES HOLDINGS, INC. | February 19, 2026 | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| IMAX Corporation | June 10, 2026 | Election of Directors Election of the ten nominees for the Board of Directors: Jennifer Wong Director Elections |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| IMMUNOME INC. | June 9, 2026 | To elect the three nominees named in the Proxy Statement to serve as Class III directors, to hold office until the 2029 Annual Meeting of Stockholders and such time as their successors are duly elected and qualified, or until their earlier death, resignation or removal. James Boylan Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| INFINITY NATURAL RESOURCES, INC. | June 9, 2026 | To approve, by a non-binding advisory vote, our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| INGEVITY CORPORATION | April 29, 2026 | Advisory vote on compensation of our Named Executive Officers (Say-on-Pay). Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| INNOVATIVE INDUSTRIAL PROPERTIES, INC. | June 9, 2026 | Approval of the adoption of the Innovative Industrial Properties, Inc. 2026 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| INSPIRE MEDICAL SYSTEMS, INC. | April 30, 2026 | Approval of an amendment and restatement of the Inspire Medical Systems, Inc. 2018 Incentive Award Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| INSTIL BIO, INC. | June 11, 2026 | Election of two Class II directors to the Board of Directors, to hold office until the 2029 Annual Meeting of Stockholders. George Matcham Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| INTEL CORPORATION | May 13, 2026 | Advisory vote on executive compensation (Say-On-Pay). Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| INTEL CORPORATION | May 13, 2026 | Approval of amendment and restatement of the 2006 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| INTELLIA THERAPEUTICS, INC. | June 9, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| INTERACTIVE BROKERS GROUP, INC. | April 23, 2026 | To approve an amendment to the Company's 2007 Stock Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 15 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Approval of 2026 Long-Term Performance Plan Compensation |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | April 29, 2026 | Approve, on an advisory basis, the compensation of our named executive officers in 2025. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 16 funds |
| INTERNATIONAL MONEY EXPRESS, INC. | December 9, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Intermex's named executive officers that is based on or otherwise relates to the Merger Agreement and/or the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| INTERPARFUMS, INC. | September 10, 2025 | To vote for the advisory resolution to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| INTUITIVE SURGICAL, INC. | April 30, 2026 | To approve the amendment and restatement of the Company's Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 15 funds |
| INVESTAR HOLDING CORPORATION | May 20, 2026 | To approve the Second Amended and Restated Investar Holding Corporation 2017 Long-Term Incentive Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| IPG PHOTONICS CORPORATION | May 12, 2026 | Election of Directors: Jeanmarie Desmond Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| IQVIA HOLDINGS INC. | April 23, 2026 | Approve an advisory (non-binding) resolution to approve IQVIA's executive compensation (say-on-pay). Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 16 funds |
| IQVIA HOLDINGS INC. | April 23, 2026 | Approve the adoption of the IQVIA Holdings Inc. 2026 Incentive and Stock Award Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| IZEA WORLDWIDE, INC. | December 10, 2025 | To approve on a non-binding advisory basis, the compensation paid to IZEA's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| InterDigital, Inc. | June 10, 2026 | Election of Directors: Joan H. Gillman Director Elections |
Board | For | AGAINST 5 funds |
FOR 10 funds |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Paul J. Brody Director Elections |
Board | For | AGAINST 5 funds |
FOR 15 funds |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Thomas Peterffy Director Elections |
Board | For | AGAINST 5 funds |
FOR 15 funds |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: William Peterffy Director Elections |
Board | For | AGAINST 5 funds |
FOR 15 funds |
| Intuit Inc. | January 22, 2026 | Election of Directors: Raul Vazquez Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| Ivanhoe Electric Inc. | June 4, 2026 | Election of Directors: Sofia Bianchi Director Elections |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| J.B. HUNT TRANSPORT SERVICES, INC. | April 23, 2026 | Election of Directors: Persio Lisboa Director Elections |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| JANUS HENDERSON GROUP PLC | May 29, 2026 | Approval to Increase the Cap on Aggregate Annual Compensation for Non-Executive Directors. Compensation |
Board | For | AGAINST 7 funds |
FOR 11 funds |
| JANUX THERAPEUTICS, INC. | June 11, 2026 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| JANUX THERAPEUTICS, INC. | June 11, 2026 | To elect the two nominees for Class II director named in the accompanying proxy statement to serve for three-year terms until the 2029 Annual Meeting of Stockholders. Natasha Hernday Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 3 funds |
| JASPER THERAPEUTICS INC. | July 3, 2025 | Advisory vote on approval of the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| JEFFERIES FINANCIAL GROUP INC. | March 26, 2026 | Advisory vote to approve 2025 executive-compensation program. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| JELD-WEN HOLDING, INC. | April 22, 2026 | To approve, by non-binding advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Jefferies Financial Group Inc. | March 26, 2026 | Election of Directors: MaryAnne Gilmartin Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| Jefferies Financial Group Inc. | March 26, 2026 | Election of Directors: Melissa V. Weiler Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| Jefferies Financial Group Inc. | March 26, 2026 | Election of Directors: Michael T. O'Kane Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| Jefferies Financial Group Inc. | March 26, 2026 | Election of Directors: Robert D. Beyer Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| John B. Sanfilippo & Son, Inc. | October 29, 2025 | Election of Directors: Ellen C. Taaffe Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 7 funds |
| John B. Sanfilippo & Son, Inc. | October 29, 2025 | Election of Directors: Pamela Forbes Lieberman Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 7 funds |
| Johnson & Johnson | April 23, 2026 | Election of Directors: Hubert Joly Director Elections |
Board | For | AGAINST 8 funds |
FOR 15 funds |
| KB HOME | April 23, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 10 funds |
← Previous Page 6 of 13 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.