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 |
|---|---|---|---|---|---|---|
| CHOICE HOTELS INTERNATIONAL, INC. | May 21, 2026 | Election of Directors: Gordon A. Smith Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| CIPHER DIGITAL INC. | June 2, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| CITIGROUP INC. | May 20, 2026 | Approval of additional shares for the Citigroup 2019 Stock Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| CITIZENS & NORTHERN CORPORATION | April 23, 2026 | TO APPROVE, IN 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 9 funds |
FOR 3 funds |
| CITIZENS FINANCIAL SERVICES, INC. | April 21, 2026 | Advisory vote to approve 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 |
| CITIZENS FINANCIAL SERVICES, INC. | April 21, 2026 | Approval of the Citizens Financial Services, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| CIVISTA BANCSHARES, INC. | May 19, 2026 | To consider and vote upon a non-binding advisory resolution to approve the compensation of the Corporation's named executive officers as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| CLARITEV CORPORATION | April 29, 2026 | Approval of the Amendment to the Claritev Corporation 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| CLEAR CHANNEL OUTDOOR HOLDINGS, INC. | May 12, 2026 | A proposal to approve, on an advisory, non-binding basis, the specified compensation that will or may be paid or may become payable to the Company's named executive officers in connection with the Merger (the "Advisory Compensation Proposal"). Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| CLEAR SECURE, INC. | June 10, 2026 | Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| CLEARWATER PAPER CORPORATION | May 7, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| CLEARWAY ENERGY, INC. | April 29, 2026 | To approve a Second Amended and Restated Certificate of Incorporation of Clearway Energy, Inc. (the "Amended Charter") that would (i) provide that each share of Class A common stock, par value $0.01 per share ("Class A common stock"), will be convertible into one share of Class C common stock, par value $0.01 per share, (ii) provide that such conversion (the "Class A Conversion") will occur automatically at 12:01 A.M. (Eastern Time) on the second business day following the filing of the Amended Charter, (iii) provide that, from and after the Class A Conversion, Clearway Energy, Inc. will not have authority to issue or reissue Class A common stock and certain provisions relating to the Class A common stock will have no further force or effect, (iv) reduce the number of authorized shares of Class A common stock to 34,613,853 and (v) update certain other historical matters. Capital Structure |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| CLEVELAND-CLIFFS INC. | May 14, 2026 | Approval, on an advisory basis, of Cleveland-Cliffs Inc.'s named executive officers' compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 12 funds |
| CLIPPER REALTY INC. | June 17, 2026 | The approval (on a non-binding, advisory basis) of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| CNA FINANCIAL CORPORATION | April 29, 2026 | An advisory (non-binding) vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 14 funds |
| COGNEX CORPORATION | April 29, 2026 | To approve, on an advisory basis, the compensation of Cognex's named executive officers, as described in the proxy statement including the Compensation Discussion and Analysis, compensation tables and narrative discussion ("say-on-pay"). Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| COHERUS ONCOLOGY, INC. | May 29, 2026 | To approve an increase in the number of shares of our common stock reserved for issuance under the Amended and Restated 2014 Equity Incentive Award Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| COLUMBIA SPORTSWEAR COMPANY | June 10, 2026 | To approve the Columbia Sportswear Company Amended and Restated 2020 Stock Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| COMERICA INCORPORATED | January 6, 2026 | Proposal to approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to Comerica's named executive officers in connection with the first merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 14 funds |
| COMMUNITY WEST BANCSHARES | May 27, 2026 | Election of Directors: Daniel J. Doyle Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 2 funds |
| COMPASS THERAPEUTICS, INC. | June 10, 2026 | To elect two class III directors to our Board of Directors, to serve until the 2029 annual meeting of stockholders and until his successor has been duly elected and qualified, or until his earlier death, resignation or removal. Thomas J. Schuetz, M.D., Ph.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Loretta J. Feehan Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Michael S. Simmons Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Scott C. James Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Election of Directors: Thomas E. Barry Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 1 fund |
| COMPX INTERNATIONAL INC. | May 20, 2026 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| CONCENTRIX CORPORATION | March 25, 2026 | Approval of an amendment to the Company's 2020 Stock Incentive Plan to increase the number of shares available for issuance. Compensation |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| CONDUENT INCORPORATED | May 14, 2026 | Approval, on an advisory basis, of the 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| CONSOLIDATED WATER CO. LTD. | June 1, 2026 | The approval of the Company's 2027 Employee Stock Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| CONSTRUCTION PARTNERS INC | March 24, 2026 | Proposal to elect two Class II directors to serve for a three-year term expiring at the 2029 annual meeting of stockholders. Craig Jennings Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| CONSUMER PORTFOLIO SERVICES, INC. | November 19, 2025 | To approve an advisory resolution on named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 3 funds |
| CONSUMER PORTFOLIO SERVICES, INC. | November 19, 2025 | To approve the Company's 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| CONTINEUM THERAPEUTICS, INC. | June 26, 2026 | To elect three Class II directors, to serve until the 2029 annual meeting of stockholders or until their respective successors have been elected or appointed. Evert Schimmelpennink Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| CORBUS PHARMACEUTICALS HOLDINGS, INC. | May 13, 2026 | Approval, on an advisory basis, of the executive compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Annabelle Bexiga Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Hala G. Moddelmog Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Joseph W. Farrelly Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Rahul Gupta Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Steven T. Stull Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| CORPAY, INC. | May 7, 2026 | Elect Directors nominated by the Board of Directors for a one-year term: Thomas M. Hagerty Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| CORVEL CORPORATION | August 7, 2025 | To approve the 2025 Stock Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| COSTCO WHOLESALE CORPORATION | January 15, 2026 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 16 funds |
| COURSERA, INC. | June 10, 2026 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| COYA THERAPEUTICS, INC. | June 25, 2026 | Election of Directors: Dieter Weinand Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| CPI CARD GROUP INC. | May 21, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Glenda J. Flanagan Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 12 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Kenneth S. Booth Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 12 funds |
| CREDIT ACCEPTANCE CORPORATION | June 10, 2026 | Election of Directors: Scott J. Vassalluzzo Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 12 funds |
| CRINETICS PHARMACEUTICALS, INC. | June 18, 2026 | To elect three directors to serve as Class II directors for a three-year term to expire at the 2029 annual meeting of shareholders; Caren Deardorf Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| CROCS, INC. | June 9, 2026 | Approval of the Crocs, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 9 funds |
| CROWN CASTLE INC. | May 20, 2026 | The non-binding, advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 16 funds |
| CRYOPORT, INC. | June 5, 2026 | To approve an amendment to the Cryoport, Inc. 2018 Omnibus Equity Incentive Plan to increase the number of authorized shares for issuance thereunder from 10,350,000 to 14,625,000; Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| CSG SYSTEMS INTERNATIONAL, INC. | January 30, 2026 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the named executive officers of CSG in connection with the consummation of the merger; and Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| CTO REALTY GROWTH, INC. | June 17, 2026 | Election of Directors: Mr. George R. Brokaw Director Elections |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| CULP, INC. | September 24, 2025 | Say on Pay - On an advisory basis, to approve the compensation of our named executive officers as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 2 funds |
| CUSTOMERS BANCORP, INC. | May 26, 2026 | To approve a non-binding advisory resolution on named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 10 funds |
| CUSTOMERS BANCORP, INC. | May 26, 2026 | To approve an amendment to the Company's 2019 Stock Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| CYTOMX THERAPEUTICS, INC. | June 17, 2026 | To elect two directors with terms to expire at the 2029 Annual Meeting of Stockholders; Matthew P. Young Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| Caesars Entertainment, Inc. | June 9, 2026 | Election of Directors: Kim Harris Jones Director Elections |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| Cal-Maine Foods, Inc. | October 3, 2025 | Election of Class I Directors: Sherman L. Miller Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 8 funds |
| Capital One Financial Corporation | May 8, 2026 | Election of Directors: Jennifer L. Wong Director Elections |
Board | For | FOR 7 funds |
AGAINST 12 funds |
| Capri Holdings Limited | August 7, 2025 | Election of Directors: Judy Gibbons Director Elections |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| Carlisle Companies Incorporated | April 29, 2026 | To elect the two directors nominated by the Board of Directors: Jesse G. Singh Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Gretchen W. Schar Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Jeffrey H. Black Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Jevin S. Eagle Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Luis Borgen Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Mark P. Hipp Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Rochester Anderson, Jr. Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Stacey S. Rauch Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carter's, Inc. | May 13, 2026 | Election of nine nominated directors: Stephanie P. Stahl Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Carvana Co. | May 5, 2026 | Election of Directors: Michael Maroone Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 10 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Christopher H. Franklin Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Dean L. Seavers Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Thaddeus J. Malik Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Theodore F. Pound Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| CenterPoint Energy, Inc. | April 16, 2026 | Election of Directors: Wendy Montoya Cloonan Director Elections |
Board | For | FOR 4 funds |
AGAINST 13 funds |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: Balan Nair Director Elections |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| Charter Communications, Inc. | April 21, 2026 | Election of Directors: W. Lance Conn Director Elections |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| Clarivate Plc | May 14, 2026 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| Coastal Financial Corp. | May 27, 2026 | To elect four Directors to the class of Directors to serve for a 3-year term until the 2029 meeting of shareholders: Rilla R. Delorier Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| Coeur Mining, Inc. | May 12, 2026 | Election of nine directors: Paramita Das Director Elections |
Board | For | AGAINST 7 funds |
FOR 11 funds |
| Community Health Systems, Inc. | May 12, 2026 | Election of Directors: Susan W. Brooks Director Elections |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| Compass, Inc. | May 14, 2026 | Election of Class II Directors: Allan Leinwand Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Compass, Inc. | May 14, 2026 | Election of Class II Directors: Pamela Thomas-Graham Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Adriana E. Macouzet-Flores Director Elections |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Richard J. Freeland Director Elections |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| Cooper-Standard Holdings Inc. | May 14, 2026 | Election of Directors: Sonya F. Sepahban Director Elections |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: Daniel N. Swisher, Jr. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: David L. Mahoney Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: G. Leonard Baker, Jr. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| Corcept Therapeutics Incorporated | May 21, 2026 | Election of Directors: Gregg Alton Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| Core Scientific, Inc. | May 12, 2026 | Election of Directors: Eric Weiss Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 5 funds |
| Core Scientific, Inc. | May 12, 2026 | Election of Directors: Jeff Booth Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 5 funds |
| Core Scientific, Inc. | May 12, 2026 | Election of Directors: Yadin Rozov Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 5 funds |
| Costco Wholesale Corporation | January 15, 2026 | Election of Directors: Maggie Wilderotter Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Frank Engelen Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Gordon von Bretten Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| Coty Inc. | November 6, 2025 | Election of Directors: Joachim Creus Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
← Previous Page 4 of 14 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.