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 |
|---|---|---|---|---|---|---|
| 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 |
| Repligen Corporation | May 14, 2026 | Election of Directors: Carrie Eglinton Manner Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Repligen Corporation | May 14, 2026 | Election of Directors: Glenn P. Muir Director Elections |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| Reservoir Media, Inc. | August 7, 2025 | Election of Directors: Helima Croft Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Reservoir Media, Inc. | August 7, 2025 | Election of Directors: Neil de Gelder Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Reservoir Media, Inc. | August 7, 2025 | Election of Directors: Rell Lafargue Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Resources Connection, Inc. | October 16, 2025 | Election of Directors: Susan M. Collyns Director Elections |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| Revolve Group, Inc. | June 5, 2026 | The election of directors: Melanie Cox Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 5 funds |
| Revolve Group, Inc. | June 5, 2026 | The election of directors: Michael Karanikolas Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 5 funds |
| Revolve Group, Inc. | June 5, 2026 | The election of directors: Michael Mente Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 5 funds |
| Reynolds Consumer Products Inc. | April 29, 2026 | Election of Directors: Marla Gottschalk Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 10 funds |
| Reynolds Consumer Products Inc. | April 29, 2026 | Election of Directors: Rolf Stangl Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 10 funds |
| Reynolds Consumer Products Inc. | April 29, 2026 | Election of Directors: Scott Huckins Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 10 funds |
| Rigel Pharmaceuticals, Inc. | May 14, 2026 | Election of Directors: Alison Hannah, M.D. Director Elections |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| Rimini Street, Inc. | June 3, 2026 | Election of Class III Directors: Jay Snyder Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Rimini Street, Inc. | June 3, 2026 | Election of Class III Directors: Seth A. Ravin Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Rimini Street, Inc. | June 3, 2026 | Election of Class III Directors: Steven Capelli Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| S&P GLOBAL INC. | May 20, 2026 | Election of Directors: Hubert Joly Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| SABRE CORPORATION | April 29, 2026 | To hold an advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| SALESFORCE, INC. | May 28, 2026 | Amendment and restatement of our 2013 Equity Incentive Plan to increase the number of shares reserved for issuance and extend the plan term. Compensation |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| SAMSARA INC. | July 29, 2025 | The approval, on a non-binding advisory basis, of the compensation of Samsara Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| SCANSOURCE, INC. | December 9, 2025 | Advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| SEABOARD CORPORATION | April 20, 2026 | Vote to approve the compensation, on an advisory basis, of the Named Executive Officers, as disclosed in the proxy statement for the 2026 Annual Meeting of Stockholders: Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| SECURITY NATIONAL FINANCIAL CORPORATION | June 26, 2026 | The amendment of the Company's 2022 Equity Incentive Plan to provide that up to 500,000 of the shares previously authorized to be issued only as Class A common stock may instead be issued as Class C common stock. Compensation |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| SECURITY NATIONAL FINANCIAL CORPORATION | June 26, 2026 | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| SEI Investments Company | May 27, 2026 | Election of Directors: Kathryn M. McCarthy Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| SEMLER SCIENTIFIC, INC. | January 13, 2026 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to the named executive officers of Semler Scientific that arises from or otherwise relates to the Merger. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| SEMPRA | May 12, 2026 | Advisory approval of our executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 14 funds |
| SENSEONICS HOLDINGS, INC. | May 20, 2026 | To elect the three nominees of the Board of Directors, to the Board of Directors to hold office until the 2029 Annual Meeting of Stockholders. Timothy T. Goodnow Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| SENTINELONE, INC. | June 25, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 10 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Anthony L. Coelho Director Elections |
Board | For | FOR 6 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: C. Park Shaper Director Elections |
Board | For | FOR 6 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Marcus A. Watts Director Elections |
Board | For | AGAINST 6 funds |
FOR 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Sara Martinez Tucker Director Elections |
Board | For | FOR 6 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | Election of Directors: Victor L. Lund Director Elections |
Board | For | FOR 6 funds |
AGAINST 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve the 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 12 funds |
| SES AI CORPORATION | October 1, 2025 | To approve, in a non-binding advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| SHATTUCK LABS, INC. | May 28, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| SHOALS TECHNOLOGIES GROUP, INC. | April 30, 2026 | Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay" proposal). Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| SHOE CARNIVAL, INC. | June 10, 2026 | Election of Directors: Diane E. Randolph Director Elections |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| SI-BONE, Inc. | June 4, 2026 | Election of Directors: John G. Freund, M.D. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 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.