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 |
|---|---|---|---|---|---|---|
| PETMED EXPRESS, INC. | January 21, 2026 | To elect the five nominees listed below to the Board of Directors: James LaCamp Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| PETMED EXPRESS, INC. | January 21, 2026 | To elect the five nominees listed below to the Board of Directors: Leah A. Solivan Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| PETMED EXPRESS, INC. | January 21, 2026 | To elect the five nominees listed below to the Board of Directors: Leslie C.G. Campbell Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| PETMED EXPRESS, INC. | January 21, 2026 | To elect the five nominees listed below to the Board of Directors: Peter Batushansky Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| PHATHOM PHARMACEUTICALS, INC. | May 19, 2026 | To approve the compensation of the named executive officers on a non-binding advisory basis ("say-on-pay"). Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| PHIBRO ANIMAL HEALTH CORPORATION | November 4, 2025 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2026. Audit-related |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| PIEDMONT LITHIUM INC. | August 22, 2025 | To adopt the Agreement and Plan of Merger, dated as of November 18, 2024 (as it may be further amended from time to time, the "merger agreement"), by and among Sayona Mining Limited, Shock MergeCo Inc., and Piedmont Lithium Inc. Extraordinary Transactions |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| PIEDMONT REALTY TRUST, INC. | May 12, 2026 | Approve our Third Amended and Restated Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| PLUG POWER INC. | July 3, 2025 | The approval of an amendment to the Company's charter to, at the discretion of the Board of Directors, effect a reverse stock split with respect to the Company's issued common stock, including stock held by the Company as treasury shares, at a ratio of not less than 1-for-5 and not more than 1-for-200, with the exact ratio to be determined by the Board of Directors. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| PLUG POWER INC. | July 3, 2025 | The approval of the non-binding, advisory vote regarding the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| PLYMOUTH INDUSTRIAL REIT, INC. | January 22, 2026 | To approve, by a non-binding, advisory vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| PMV PHARMACEUTICALS INC. | June 4, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| PORCH GROUP, INC. | June 10, 2026 | To approve of, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| POST HOLDINGS, INC. | January 29, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| POWER INTEGRATIONS, INC. | June 3, 2026 | To approve the amendment and restatement of the Power Integrations, Inc. 2016 Incentive Award Plan to increase the number of shares reserved for issuance thereunder. Compensation |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| PPG Industries, Inc. | April 16, 2026 | Election of Directors: Catherine R. Smith Director Elections |
Board | For | FOR 7 funds |
AGAINST 14 funds |
| PRAXIS PRECISION MEDICINES, INC. | June 10, 2026 | To elect the Class III Directors to serve until the 2029 Annual Meeting of Stockholders and until their respective successors have been duly elected and qualified. Gregory Norden Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 5 funds |
| PREMIER, INC. | November 21, 2025 | A proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the transactions contemplated by the merger agreement, including consummation of the merger (the "advisory compensation proposal"). Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| PRIORITY TECHNOLOGY HOLDINGS, INC. | June 11, 2026 | To approve Amendment 2 to Priority Technology Holdings, Inc. 2018 Equity Incentive Plan Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| PRO-DEX, INC. | November 20, 2025 | To amend the 2016 Equity Incentive Plan in order to extend its term for an additional ten years. Compensation |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| PROCORE TECHNOLOGIES, INC. | June 4, 2026 | To elect three Class II directors, each to hold office until the Company's 2029 annual meeting of stockholders: Craig F. Courtemanche, Jr. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| PROGYNY, INC. | May 21, 2026 | Election of Directors: Cheryl Scott Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| PROGYNY, INC. | May 21, 2026 | Election of Directors: Kevin Gordon Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| PROGYNY, INC. | May 21, 2026 | Election of Directors: Lloyd Dean Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| PROTAGONIST THERAPEUTICS, INC. | June 17, 2026 | To approve the adoption of the Company's 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| PROTARA THERAPEUTICS, INC. | June 12, 2026 | Approval of an amendment to the Protara Therapeutics, Inc. 2024 Equity Incentive Plan Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| PROTARA THERAPEUTICS, INC. | June 12, 2026 | Election of three Class III directors to the Board of Directors of Protara Therapeutics, Inc., each to hold office until the annual meeting of stockholders in 2029 Jesse Shefferman Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| PROTHENA CORPORATION PLC | May 14, 2026 | To elect, by separate resolutions, two directors to hold office until no later than the Annual General Meeting of the Company's Shareholders in 2029, unless they resign, are removed from office, or are otherwise disqualified from serving as directors of the Company. Shane M. Cooke Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| PROVIDENT BANCORP, INC. | September 16, 2025 | The approval, on an advisory (non-binding) basis, of specified compensation that may become payable to the named executive officers of Provident Bancorp, Inc. in connection with the merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| PUBLIC STORAGE | May 6, 2026 | Election of Trustees: Shankh S. Mitra Director Elections |
Board | For | AGAINST 2 funds |
FOR 18 funds |
| PUBMATIC, INC. | May 29, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| PUMA BIOTECHNOLOGY, INC. | June 11, 2026 | Approve an amendment to extend the expiration date until October 4, 2028 of a warrant held by Alan H. Auerbach, as described in the proxy statement. Capital Structure |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| Pacific Biosciences of California, Inc. | June 3, 2026 | Election of Directors: Kathy Ordonez Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| Pacific Biosciences of California, Inc. | June 3, 2026 | Election of Directors: William Ericson Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| Personalis, Inc. | May 12, 2026 | Election of Directors: Olivia K. Bloom Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| Personalis, Inc. | May 12, 2026 | Election of Directors: Woodrow A. Myers, Jr., M.D. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| Planet Labs PBC | July 10, 2025 | To re-elect the following individuals to serve on the board of directors of Planet Labs PBC as Class I directors, until the 2028 annual meeting of stockholders and until their respective successors shall have been duly elected and qualified: William Marshall Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| Plug Power Inc. | July 3, 2025 | Election of Class II Directors: George C. McNamee Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| Plug Power Inc. | July 3, 2025 | Election of Class II Directors: Gregory L. Kenausis Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| Plug Power Inc. | June 11, 2026 | Election of Class III Directors: Colin Angle Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Plug Power Inc. | June 11, 2026 | Election of Class III Directors: Gary K. Willis Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Plug Power Inc. | June 11, 2026 | Election of Class III Directors: Patrick Joggerst Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Ponce Financial Group, Inc. | June 11, 2026 | Election of Directors for the term ending in 2029: Steven A. Tsavaris Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| Power Solutions International, Inc. | July 24, 2025 | Election of Directors: Fuzhang Yu Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| Power Solutions International, Inc. | July 24, 2025 | Election of Directors: Gengsheng Zhang Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| Power Solutions International, Inc. | July 24, 2025 | Election of Directors: Jiwen Zhang Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| Power Solutions International, Inc. | July 24, 2025 | Election of Directors: Kui Jiang Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| Preformed Line Products Company | May 4, 2026 | To elect four directors, each for a term expiring in 2028: David C. Sunkle Director Elections |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: Beverly A. Cummings Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: Charles E. Drimal, Jr. Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| PrimeEnergy Resources Corporation | June 10, 2026 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 2 funds |
| QORVO, INC. | August 13, 2025 | 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 8 funds |
FOR 13 funds |
| QUAD/GRAPHICS, INC. | May 20, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| QUANTERIX CORPORATION | September 29, 2025 | Approve, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| Quest Resource Holding Corporation | July 8, 2025 | To elect two directors, each to serve for a three-year term expiring in 2028: Sarah R. Tomolonius Director Elections |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| RAMACO RESOURCES, INC. | June 10, 2026 | To approve, on an advisory basis, the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| RAPID7, INC. | June 9, 2026 | To approve, by non-binding vote, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| RECURSION PHARMACEUTICALS, INC. | June 17, 2026 | Advisory vote to approve executive compensation as disclosed in the 2026 Proxy Statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| RED ROBIN GOURMET BURGERS, INC. | May 14, 2026 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| RED ROCK RESORTS, INC. | June 4, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| REDWIRE CORPORATION | May 20, 2026 | To approve, in an advisory (non-binding) vote, the Company's named executive officer compensation as disclosed in the Proxy Statement ("say-on-pay"). Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| REGENXBIO INC. | May 29, 2026 | To approve a stock option exchange for our executive employees. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| REGENXBIO INC. | May 29, 2026 | To approve a stock option exchange for our non-executive employees. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| RELAY THERAPEUTICS, INC. | June 9, 2026 | To elect two class III 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 such director's earlier death, resignation or removal; Douglas S. Ingram Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| RENAISSANCERE HOLDINGS LTD. | May 5, 2026 | To approve the RenaissanceRe Holdings Ltd. 2026 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: Alejandro M. Sanchez Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: Andrew Trager-Kusman Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: Ernest W. Marshall, Jr. Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: Heather V. Howell Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: Jennifer N. Green Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: Logan M. Pichel Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: Steven E. Trager Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: Timothy S. Huval Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: Vidya Ravichandran Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: W. Kennett Oyler, III Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REPUBLIC BANCORP, INC. | April 23, 2026 | Election of Directors: Yoania Cannon Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| REXFORD INDUSTRIAL REALTY, INC. | May 19, 2026 | The advisory resolution to approve the Company's named executive officer compensation for the fiscal year ended December 31, 2025, as decribed in the Rexford Industrial Realty, Inc. Proxy Statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 15 funds |
| REZOLUTE, INC. | November 19, 2025 | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers as disclosed in the Executive Compensation section of the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| RF INDUSTRIES, LTD. | September 10, 2025 | To elect two members of the Company's Board of Directors to serve until the 2028 Annual Meeting of Stockholders. Sheryl Cefali Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 1 fund |
| RHYTHM PHARMACEUTICALS, INC. | June 24, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| RICHARDSON ELECTRONICS, LTD. | October 7, 2025 | To approve an amendment to the Amended and Restated 2011 Long-Term Incentive Plan to increase the number of shares available for issuance under the Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| RIGEL PHARMACEUTICALS, INC. | May 14, 2026 | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| RILEY EXPLORATION PERMIAN, INC. | May 12, 2026 | Approval of the amendment and restatement of the Riley Exploration Permian, Inc. Amended and Restated 2021 Long Term Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| RITHM CAPITAL CORP. | May 21, 2026 | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 12 funds |
| RIVERVIEW BANCORP, INC. | August 28, 2025 | Advisory (non-binding) vote to approve the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| RLI Corp. | May 14, 2026 | Election of Directors: Clark C. Kellogg Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| ROOT, INC. | June 3, 2026 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| RUSH ENTERPRISES, INC. | May 19, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| RXO INC | May 12, 2026 | Approval of an Amendment to the RXO, Inc. 2022 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| RXO, Inc. | May 12, 2026 | Election of Directors: Christine Breves Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| RXO, Inc. | May 12, 2026 | Election of Directors: Thomas Szlosek Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| RXSIGHT, INC. | June 16, 2026 | To elect three Class II directors, to serve until the 2029 annual meeting of stockholders or until their successors are duly elected and qualified. William J. Link, Ph.D. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 4 funds |
| RYERSON HOLDING CORPORATION | April 30, 2026 | The adoption, on a non-binding, advisory basis, of a resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| RYERSON HOLDING CORPORATION | April 30, 2026 | The approval of the Third Amended and Restated Ryerson Holding Corporation 2014 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| Radiant Logistics, Inc. | November 13, 2025 | Election of Directors: Richard P. Palmieri Director Elections |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| Raymond James Financial, Inc. | February 19, 2026 | Election of Directors: Art A. Garcia Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| Regeneron Pharmaceuticals, Inc. | June 12, 2026 | Election of Directors: Christine A. Poon Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Regeneron Pharmaceuticals, Inc. | June 12, 2026 | Election of Directors: Craig B. Thompson, M.D. Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Regeneron Pharmaceuticals, Inc. | June 12, 2026 | Election of Directors: Joseph L. Goldstein, M.D. Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Regions Financial Corporation | May 6, 2026 | Election of Directors: Joia M. Johnson Director Elections |
Board | For | AGAINST 7 funds |
FOR 14 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.