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 |
|---|---|---|---|---|---|---|
| Modiv Industrial, Inc. | July 23, 2025 | Election of Directors: Kimberly Smith Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| Moelis & Company | June 25, 2026 | Election of Directors: Kenneth L. Shropshire Director Elections |
Board | For | AGAINST 4 funds |
FOR 10 funds |
| Mohawk Industries, Inc. | May 21, 2026 | Election of Directors: Karen A. Smith Bogart Director Elections |
Board | For | FOR 7 funds |
AGAINST 13 funds |
| Monarch Casino & Resort, Inc. | May 27, 2026 | Election of Directors: John Farahi Director Elections |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| NATERA, INC. | June 11, 2026 | To approve an amendment to Natera's 2015 Equity Incentive Plan, as amended and restated. Compensation |
Board | For | AGAINST 3 funds |
FOR 9 funds |
| NATIONAL CINEMEDIA, INC. | May 7, 2026 | To approve, on an advisory basis, our executive compensation Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| NATIONAL PRESTO INDUSTRIES, INC. | May 19, 2026 | Election of Directors: Randy F. Lieble Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| NATURE'S SUNSHINE PRODUCTS, INC. | May 6, 2026 | To approve the adoption of the Nature's Sunshine Products, Inc. 2026 Stock Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| NAVITAS SEMICONDUCTOR CORPORATION | June 25, 2026 | The approval of an advisory resolution on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| NEOGENOMICS, INC. | May 21, 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 7 funds |
FOR 5 funds |
| NEOGENOMICS, INC. | May 21, 2026 | Election of the directors named in the proxy statement as set forth below: Michael A. Kelly Director Elections |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| NETAPP, INC. | September 10, 2025 | To approve an amendment to NetApp's 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| NETSCOUT SYSTEMS, INC. | September 10, 2025 | To approve the NetScout Systems, Inc. 2019 Equity Incentive Plan, as amended. Compensation |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| NEUMORA THERAPEUTICS, INC. | May 27, 2026 | To elect three Class III directors to hold office until the 2029 annual meeting of stockholders or until their successors are elected: Paul Berns Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 3 funds |
| NEXTDOOR HOLDINGS, INC | June 9, 2026 | Election of Class II Director: David Sze Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| NEXTRACKER INC. | August 18, 2025 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| NIAGEN BIOSCIENCE, INC. | June 24, 2026 | A nonbinding advisory vote of the Company's stockholders, as recommended by the Compensation Committee and approved by the Board, on the compensation of the Company's named executive officers disclosed in the Proxy Solicitation Materials Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| NICOLET BANKSHARES, INC. | May 18, 2026 | Approval, on a non-binding advisory basis, of the compensation paid to Nicolet's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Courtney J. Riley Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: John E. Harper Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Loretta J. Feehan Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Meredith W. Mendes Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Election of Directors: Michael S. Simmons Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| NL INDUSTRIES, INC. | May 14, 2026 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| NOBLE CORPORATION PLC | April 29, 2026 | Authorization of the Board to Allot Shares without Rights of Pre-Emption. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| NOBLE CORPORATION PLC | April 29, 2026 | Authorization of the Board to Allot Shares. Capital Structure |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| NORWOOD FINANCIAL CORP. | April 28, 2026 | Election of Directors: Kevin M. Lamont Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| NOVAVAX, INC. | June 18, 2026 | Amendment and restatement of the Novavax, Inc. 2013 Employee Stock Purchase Plan, as amended (the ''ESPP''), to increase the number of shares of Common Stock available for issuance under the ESPP by 1,000,000 shares, such that the number of shares available for issuance is the lesser of (a) 3,375,888 shares of Common Stock increased on January 1 of each year by 5% of the share pool and (b) 4,820,564 shares of Common Stock. Compensation |
Board | For | FOR 1 fund |
AGAINST 5 funds |
| NOVAVAX, INC. | June 18, 2026 | The approval, on an advisory basis, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| NOVOCURE LIMITED | June 3, 2026 | A non-binding advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| NOVOCURE LIMITED | June 3, 2026 | The approval of our amended and restated 2024 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| NU SKIN ENTERPRISES, INC. | May 28, 2026 | Approval of our Amended and Restated 2024 Omnibus Incentive Plan Compensation |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| National Beverage Corp. | October 3, 2025 | Election of Directors: Stanley M. Sheridan Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| Natural Grocers by Vitamin Cottage, Inc. | March 4, 2026 | Election of Directors: David Rooney Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| Natural Grocers by Vitamin Cottage, Inc. | March 4, 2026 | Election of Directors: Sandra Buffa Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| Natural Grocers by Vitamin Cottage, Inc. | March 4, 2026 | Election of Directors: Zephyr Isely Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| Novanta Inc. | May 28, 2026 | ELECTION OF DIRECTORS: Election of Director: Mary Katherine Ladone Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 8 funds |
| OCTAVE SPECIALTY GROUP, INC. | May 28, 2026 | To approve Octave's 2026 Incentive Compensation Plan Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| OCTAVE SPECIALTY GROUP, INC. | May 28, 2026 | To approve, on a non-binding advisory basis, the compensation for our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| OKTA, INC. | June 18, 2026 | To approve an amendment to our 2017 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| OKTA, INC. | June 18, 2026 | To approve, on an advisory non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 15 funds |
| OMNIAB, INC. | June 17, 2026 | Election of Directors: Matthew W. Foehr Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 5 funds |
| ONEWATER MARINE INC. | February 19, 2026 | Approval of, on an advisory (non-binding) basis, the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| ONITY GROUP INC. | May 19, 2026 | Approval, on an advisory basis, of the compensation of the named executive officers, as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| OPPFI INC. | June 9, 2026 | To approve, on an advisory basis, the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| OPPFI INC. | June 9, 2026 | To elect, each for a term expiring at the 2029 Annual Meeting of Stockholders or until a successor has been duly elected and qualified, the following individuals to our Board of Directors: Theodore Schwartz Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| OPTIMIZERX CORPORATION | June 9, 2026 | Advisory (non-binding) approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| ORACLE CORPORATION | November 18, 2025 | Advisory Vote to Approve the Compensation of our Named Executive Officers Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 16 funds |
| ORASURE TECHNOLOGIES, INC. | June 3, 2026 | To approve, by an advisory (non-binding) vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| ORGANOGENESIS HOLDINGS INC | June 15, 2026 | Approval, on an advisory basis, of the compensation paid to our named executive officers, as disclosed in the Company's proxy statement for its 2026 annual meeting of shareholders. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ORIC PHARMACEUTICALS, INC. | June 18, 2026 | To elect the two Class III directors named in the accompanying proxy statement to serve until the 2029 annual meeting of stockholders or until their successors are duly elected and qualified or until their earlier death, resignation or removal. Jacob M. Chacko, M.D Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| ORTHOPEDIATRICS CORP. | June 4, 2026 | To approve, on an advisory basis, the compensation of our executive officers who are named in the compensation disclosures in this proxy statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| OSI SYSTEMS, INC. | December 11, 2025 | Advisory vote to approve the Company's named executive officer compensation for the fiscal year ended June 30, 2025. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 9 funds |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: Gerald Chizever Director Elections |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: James B. Hawkins Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: William F. Ballhaus Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| OUSTER, INC. | June 17, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| OUTDOOR HOLDING COMPANY | August 29, 2025 | Incentive Plan Proposal - to approve the Outdoor Holding Company 2025 Long-Term Incentive Plan; Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| OUTFRONT Media Inc. | June 3, 2026 | Election of Director Nominees: Angela Courtin Director Elections |
Board | For | AGAINST 1 fund |
FOR 10 funds |
| OUTFRONT Media Inc. | June 3, 2026 | Election of Director Nominees: Susan M. Tolson Director Elections |
Board | For | AGAINST 1 fund |
FOR 10 funds |
| OUTSET MEDICAL, INC. | June 4, 2026 | To approve, on a non-binding basis, the 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| OVID THERAPEUTICS INC. | July 9, 2025 | Advisory approval of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| OVID THERAPEUTICS INC. | June 10, 2026 | Advisory approval of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| OVID THERAPEUTICS INC. | June 10, 2026 | Election of Class III Director: Jeremy M. Levin, DPhil, MB BChir Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| Omega Healthcare Investors, Inc. | June 5, 2026 | Election of Directors: Kapila K. Anand Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| Omeros Corporation | June 18, 2026 | Election of Directors: Diana T. Perkinson, M.D. Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| Omeros Corporation | June 18, 2026 | Election of Directors: Thomas J. Cable Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Adam Hasiba Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Glenn J. Fusfield Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Leonard Fluxman Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Lisa Myers Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Maryam Banikarim Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Stephen W. Powell Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Dennis Mathew Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Dennis Okhuijsen Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Dexter Goei Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Patrick Drahi Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Susan Schnabel Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Outset Medical, Inc. | June 4, 2026 | Election of Class III Directors: Brent D. Lang Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | June 3, 2026 | To approve the amendment of our 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| PACIRA BIOSCIENCES, INC. | June 9, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | Contested | AGAINST 8 funds |
FOR 9 funds |
| PACS GROUP, INC. | December 19, 2025 | To approve, on an advisory (non binding) basis, the compensation of our named executive officers. Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| PAGERDUTY, INC. | June 18, 2026 | To conduct an advisory, non-binding vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 15 funds |
| PAMT CORP | April 30, 2026 | Election of Directors: Edwin J. Lukas Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| PAMT CORP | April 30, 2026 | Election of Directors: Frederick P. Calderone Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| PAMT CORP | April 30, 2026 | Election of Directors: Matthew T. Moroun Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| PAR PACIFIC HOLDINGS, INC. | April 30, 2026 | To approve the Par Pacific Holdings, Inc. 2026 Long- Term Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| PARK HOTELS & RESORTS INC | April 24, 2026 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 11 funds |
| PARK NATIONAL CORPORATION | April 27, 2026 | Approval of the Park National Corporation 2026 Long-Term Incentive Plan for Employees. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| PARK-OHIO HOLDINGS CORP. | May 14, 2026 | Election of Directors: Dan T. Moore III Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| PBF ENERGY INC. | April 28, 2026 | An advisory vote on the 2025 compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| PDF SOLUTIONS, INC. | June 16, 2026 | To approve our Eleventh Amended and Restated 2011 Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| PEAKSTONE REALTY TRUST | April 29, 2026 | To approve, on a nonbinding, advisory basis, the compensation that may be paid or become payable to the named executive officers of the Company that is based on or otherwise relates to the Company Merger and the Partnership Merger (as defined in the accompanying proxy statement). Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 9 funds |
| PENN ENTERTAINMENT, INC. | June 16, 2026 | Approval of the third amendment to our 2022 Long-Term Incentive Compensation Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| PERFORMANT HEALTHCARE, INC. | October 17, 2025 | Non-Binding, Advisory Vote on Named Executive Officers Merger-Related Compensation Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| PERMIAN RESOURCES CORPORATION | May 19, 2026 | To approve the First Amendment to the Permian Resources Corporation 2023 Long Term Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | June 30, 2026 | To approve the Second Amendment to the Company's 2021 Equity Incentive Plan to increase the number of shares of Class A Common Stock authorized for issuance under the plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | June 30, 2026 | To elect the four director nominees named in the proxy statement as Class III directors of the Company, each to serve for a three-year term and until his or her successor has been duly elected and qualified, or until his or her earlier death, resignation, removal, retirement or disqualification. Joel Anderson Director Elections |
Board | For | AGAINST 6 funds |
FOR 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.