Home › Asset managers › Compare 2023-2024 › Dimensional vs Charles Schwab
Dimensional 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 10,769 | 9,718 | 974 | 77 | 90.9% | 90.8% |
| Board proposals | 9,721 | 8,853 | 865 | 3 | 91.1% | 91.1% |
| E&S shareholder proposals | 300 | 211 | 17 | 72 | 92.5% | 87.2% |
| Other items | 748 | 654 | 92 | 2 | 87.7% | 87.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,051 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 |
|---|---|---|---|---|---|---|
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Michael J Arougheti Director Elections |
Board | Not determined | AGAINST 10 funds |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Michael Lynton Director Elections |
Board | Not determined | AGAINST 10 funds |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Paul G. Joubert Director Elections |
Board | Not determined | AGAINST 10 funds |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: R. Kipp deVeer Director Elections |
Board | Not determined | AGAINST 10 funds |
FOR 11 funds |
| ARIS WATER SOLUTIONS INC. | May 9, 2024 | Amend the Aris Water Solutions, Inc. 2021 Equity Incentive Plan to increase the number of shares of common stock that may be issued under the plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| ARKO CORP. | June 6, 2024 | Amend the ARKO Corp. 2020 Incentive Compensation Plan to increase the number of shares of the Company's common stock, par value $0.0001 per share, available for awards thereunder. Compensation |
Board | For | AGAINST 16 funds |
FOR 7 funds |
| ARROWHEAD PHARMACEUTICALS INC. | March 14, 2024 | Election of Directors: Victoria Vakiener Director Elections |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ARTHUR J. GALLAGHER & CO. | May 7, 2024 | Election of Directors: Chris Miskel Director Elections |
Board | For | FOR 13 funds |
AGAINST 15 funds |
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | Election of Directors: Alan L. Tallis Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | Election of Directors: Amish Gupta Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | Election of Directors: Frederick J. Kleisner Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | Election of Directors: J. Robison Hays, III Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | Election of Directors: Sheri L. Pantermuehl Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| ASHFORD HOSPITALITY TRUST INC. | May 14, 2024 | To obtain advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| ASSEMBLY BIOSCIENCES INC. | May 29, 2024 | Approval, on a non-binding advisory basis, of our named executive officers' compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| ASSEMBLY BIOSCIENCES INC. | May 29, 2024 | Election of Directors: Gina Consylman Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ASSEMBLY BIOSCIENCES INC. | May 29, 2024 | Election of Directors: Susan Mahony, Ph.D. Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ASSEMBLY BIOSCIENCES INC. | May 29, 2024 | Election of Directors: William R. Ringo, Jr. Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2024 | Election of Directors: Daniel R. Lee Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 1 fund |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2024 | Election of Directors: Elisa M. Wilson Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 1 fund |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2024 | Election of Directors: Frederic V. Salerno Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 1 fund |
| ASSOCIATED CAPITAL GROUP INC. | June 4, 2024 | Election of Directors: Marc Gabelli Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 1 fund |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Enrique Salem Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Heather M. Fernandez Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Michael Cannon-Brookes Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Scott Farquhar Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| ATRION CORP. | May 21, 2024 | Election of Director: Preston G. Athey Director Elections |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| AVITA MEDICAL INC. | June 5, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| AVITA MEDICAL INC. | June 5, 2024 | To approve the grant of options to acquire 350,000 shares of Common Stock to the Company's Chief Executive Officer, Mr. James Corbett, on the terms and conditions set out in this Proxy Statement, pursuant to and for the purposes of ASX Listing Rule 10.11; and Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| AXOGEN INC. | June 5, 2024 | To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 2 requests that shareholders vote to approve the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| AXOS FINANCIAL INC. | November 9, 2023 | To approve the Amended and Restated 2014 Stock Incentive Plan. Compensation |
Board | For | AGAINST 18 funds |
FOR 9 funds |
| AXT INC. | May 16, 2024 | To approve an amendment to the 2015 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 3,600,000. Compensation |
Board | For | AGAINST 16 funds |
FOR 1 fund |
| AZEK COMPANY INC. | March 1, 2024 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 12 funds |
| BALDWIN INSURANCE GROUP INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 6 funds |
| BANCORP INC. | May 29, 2024 | Approval of The Bancorp, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| BANDWIDTH INC. | May 23, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement; and Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 5 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Amending and restating the Bank of America Corporation Equity Plan Compensation |
Board | For | AGAINST 16 funds |
FOR 13 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Election of Directors: Linda P. Hudson Director Elections |
Board | For | AGAINST 16 funds |
FOR 13 funds |
| BANK OF MARIN BANCORP | May 14, 2024 | Election of Directors: Charles D. Fite Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 14, 2024 | Election of Directors: James C. Hale Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 14, 2024 | Election of Directors: Kevin R. Kennedy Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 14, 2024 | Election of Directors: Nicolas C. Anderson Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 14, 2024 | Election of Directors: Sanjiv S. Sanghvi Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 4 funds |
| BANK OF MARIN BANCORP | May 14, 2024 | Election of Directors: Secil Tabli Watson Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 4 funds |
| BANKWELL FINANCIAL GROUP INC. | May 29, 2024 | Election of Directors: Carl M. Porto Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 2 funds |
| BAR HARBOR BANKSHARES | May 16, 2024 | To hold a non-binding advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 3 funds |
| BARNES & NOBLE EDUCATION INC. | October 5, 2023 | Vote on an advisory (non-binding) basis to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 2 funds |
| BARNES GROUP INC. | May 3, 2024 | Vote on a non-binding resolution to approve the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 9 funds |
| BAXTER INTERNATIONAL INC. | May 7, 2024 | Election of Directors: Cathy R. Smith Director Elections |
Board | For | FOR 15 funds |
AGAINST 13 funds |
| BEAM THERAPEUTICS INC. | June 5, 2024 | Election of the following nominee as a Class I Director for a three-year term ending at our Annual Meeting of Stockholders to be held in 2027: Graham Cooper Director Elections |
Board | For | AGAINST 11 funds |
FOR 5 funds |
| BEYOND INC. | May 21, 2024 | A non-binding advisory vote to approve the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 9 funds |
| BGSF INC. | August 9, 2023 | Approval of Amendments to the BGSF, Inc. 2013 Long-Term Incentive Plan, including to add an additional 250,000 shares of common stock available for issuance. Compensation |
Board | For | AGAINST 17 funds |
FOR 1 fund |
| BIG LOTS INC. | May 29, 2024 | APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. The Board of Directors recommends a vote FOR the approval of the compensation of Big Lots' named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables and narrative discussion accompanying the tables. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| BIOATLA INC. | June 13, 2024 | Approve, by a non-binding advisory vote, the executive compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 3 funds |
| BIOATLA INC. | June 13, 2024 | Elect the Class I director listed in the accompanying Proxy Statement, to serve a three-year term expiring at the 2027 annual meeting of stockholders or until such director's successor is duly elected and qualified or until such director's earlier death, resignation, disqualification or removal: Sylvia McBrinn Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 2 funds |
| BIOLIFE SOLUTIONS INC. | July 21, 2023 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| BIOTE CORP. | May 21, 2024 | To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; and Audit-related |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| BLINK CHARGING CO. | July 24, 2023 | Approve an amendment to the 2018 Incentive Compensation Plan increasing the number of shares of common stock reserved for issuance by 2,000,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| BLUEPRINT MEDICINES CORP. | June 12, 2024 | Approval of the Blueprint Medicines Corporation 2024 Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| BM TECHNOLOGIES INC. | June 20, 2024 | Ratification of appointment of KPMG LLP as independent registered public accounting firm. Audit-related |
Board | For | FOR 2 funds |
ABSTAIN 1 fund |
| BOEING CO. | May 17, 2024 | Election of Directors: Akhil Johri Director Elections |
Board | For | FOR 10 funds |
AGAINST 13 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: David L. Calhoun Director Elections |
Board | For | FOR 10 funds |
AGAINST 13 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: Lynn J. Good Director Elections |
Board | For | AGAINST 10 funds |
FOR 13 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: Lynne M. Doughtie Director Elections |
Board | For | AGAINST 10 funds |
FOR 13 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: Steven M. Mollenkopf Director Elections |
Board | For | AGAINST 10 funds |
FOR 13 funds |
| BOSTON PROPERTIES INC. | May 22, 2024 | To approve, by non-binding, advisory resolution, the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 18 funds |
| BRAZE INC. | June 27, 2024 | Election of Three Class III Directors, each to hold office until our 2027 Annual Meeting of Stockholders: William Magnuson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| BRIGHTVIEW HOLDINGS INC. | March 5, 2024 | To approve the amendment to the BrightView Holdings, Inc. Amended and Restated 2018 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Gayla J. Delly Director Elections |
Board | For | AGAINST 17 funds |
FOR 16 funds |
| BROADWIND INC. | May 16, 2024 | To cast a non-binding advisory vote approving the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| BUILDERS FIRSTSOURCE INC. | June 4, 2024 | Election of Directors: Cleveland A. Christophe Director Elections |
Board | Not determined | FOR 20 funds |
AGAINST 13 funds |
| C.H. ROBINSON WORLDWIDE INC. | May 9, 2024 | Election of Directors: Henry J. Maier Director Elections |
Board | For | AGAINST 15 funds |
FOR 15 funds |
| C4 THERAPEUTICS INC. | June 20, 2024 | To cast a non-binding, advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| CADIZ INC. | June 11, 2024 | ELECTION OF DIRECTORS: Stephen E. Courter Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | COMPANY PROPOSAL: APPROVE THE CAESARS ENTERTAINMENT, INC. SECOND AMENDED AND RESTATED 2015 EQUITY INCENTIVE PLAN. Compensation |
Board | For | AGAINST 15 funds |
FOR 15 funds |
| CALAMP CORP. | July 26, 2023 | To approve, on an advisory basis, the compensation paid to our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CALIX INC. | May 9, 2024 | To approve, on a non-binding, advisory basis, Calix's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 6 funds |
| CANNAE HOLDINGS INC. | June 19, 2024 | Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| CANOPY GROWTH CORP. | September 25, 2023 | To adopt, on an advisory (non-binding) basis, a resolution approving the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| CAREDX INC. | June 13, 2024 | Approval of 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 16 funds |
FOR 5 funds |
| CARGURUS INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2023. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| CARIBOU BIOSCIENCES INC. | June 13, 2024 | Election of three Class III directors to serve until the Company's 2027 annual meeting of stockholders and until their respective successors are duly elected and qualified or until their earlier death, resignation or removal. The three nominees for election are: Rachel Haurwitz, Ph.D. Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 5 funds |
| CARPARTS.COM INC. | May 23, 2024 | Approval of an advisory (non-binding) resolution regarding the compensation of our named executive officers, or the Say-on-Pay Proposal. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 5 funds |
| CARRIER GLOBAL CORP. | April 18, 2024 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 16 funds |
| CASSAVA SCIENCES INC. | May 9, 2024 | To approve, by a non-binding advisory vote, the 2023 executive compensation for the Company's named executive officers; Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| CBIZ INC. | May 9, 2024 | Election of Directors: A. Haag Sherman Director Elections |
Board | For | FOR 18 funds |
AGAINST 7 funds |
| CBOE GLOBAL MARKETS INC. | May 16, 2024 | Approve, in a non-binding resolution, the compensation paid to our executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 16 funds |
| CELCUITY INC. | May 9, 2024 | To approve, by a non-binding and advisory vote, compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| CENTURY ALUMINUM CO. | June 3, 2024 | Proposal to approve, on an advisory basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 5 funds |
| CENTURY CASINOS INC. | June 24, 2024 | To consider and vote upon a proposal to approve an advisory (non-binding) resolution regarding the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| CENTURY CASINOS INC. | June 24, 2024 | To elect two Class III directors to the Board of Directors: ERWIN HAITZMANN Director Elections |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| CENTURY COMMUNITIES INC. | May 8, 2024 | To approve, on an advisory basis, our executive compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| CERENCE INC. | February 15, 2024 | Approval, on a non-binding, advisory basis, of the compensation of our named executive officers, as disclosed in this proxy statement; and Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 9 funds |
| CF BANKSHARES INC. | May 29, 2024 | To approve the First Amendment to the Company's 2019 Equity Incentive Plan to increase the number of shares of common stock reserved for awards thereunder from 300,000 to 500,000. Compensation |
Board | For | AGAINST 11 funds |
FOR 1 fund |
| CF BANKSHARES INC. | May 29, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| CF INDUSTRIES HOLDINGS INC. | April 18, 2024 | Election of Directors: Stephen J. Hagge Director Elections |
Board | For | AGAINST 16 funds |
FOR 13 funds |
| CHARLES RIVER LABORATORIES INTERNATIONAL INC. | May 8, 2024 | Election of Directors: Deborah T. Kochevar Director Elections |
Board | For | AGAINST 16 funds |
FOR 15 funds |
| CHEMED CORP. | May 20, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 14 funds |
| CHEMED CORP. | May 20, 2024 | Election of directors: Patrick P. Grace Director Elections |
Board | For | FOR 13 funds |
AGAINST 13 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.