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 |
|---|---|---|---|---|---|---|
| FB BANCORP, INC. | April 29, 2026 | To elect the following nominees as directors: Gerard W. Barousse, Jr. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| FB BANCORP, INC. | April 29, 2026 | To elect the following nominees as directors: Mark C. Romig Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| FB Bancorp, Inc. | April 29, 2026 | To elect the following nominees as directors: J. Luis Banos, Jr. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| FEDEX CORPORATION | September 29, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 15 funds |
| FIDELITY NAT'L INFORMATION SERVICES,INC. | June 10, 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 18 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Dana L. Huber Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Lou Ann Moore Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Michael C. Frederick Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: Robert C. Guilfoyle Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| FIRST CAPITAL, INC. | May 18, 2026 | Election of Directors: William W. Harrod Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| FIRST HORIZON CORPORATION | April 28, 2026 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 8 funds |
AGAINST 12 funds |
| FIRST NORTHWEST BANCORP | May 19, 2026 | An advisory (non-binding) vote to approve the compensation of our named executive officers, as disclosed in this Proxy Statement; and Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| FIRST UNITED CORPORATION | May 7, 2026 | Election of Directors: H. Andrew Walls, III Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| FIRST WESTERN FINANCIAL, INC. | June 3, 2026 | Advisory, non-binding vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| FIRSTCASH HOLDINGS, INC. | June 9, 2026 | Approve the reincorporation of the Company to the State of Texas by conversion. Extraordinary Transactions |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| FIVE POINT HOLDINGS, LLC | June 4, 2026 | To approve, on a non-binding advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| FLAGSTAR BANK, N.A. | June 9, 2026 | An advisory vote to approve, on a non-binding basis, compensation of our named executive officers disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| FLAGSTAR BANK, N.A. | June 9, 2026 | Approval of an Amendment to the Flagstar Bank, N.A. 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| FLUOR CORPORATION | May 6, 2026 | An advisory vote to approve the company's executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 11 funds |
| FLUSHING FINANCIAL CORPORATION | April 2, 2026 | A proposal to approve, on a non-binding, advisory basis, the compensation that Flushing's named executive officers may receive in connection with the mergers pursuant to agreements or arrangements with Flushing (the "Flushing compensation proposal") Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| FLYWIRE CORPORATION | June 2, 2026 | Elect three directors to serve as Class II directors until the 2029 Annual Meeting of Stockholders Alex Finkelstein Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| FMC CORPORATION | April 28, 2026 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 12 funds |
| FORWARD AIR CORPORATION | June 17, 2026 | To approve an amendment to the 2025 Omnibus Incentive Compensation plan to increase number of shares of common stock authorized for issuance thereunder. Compensation |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| FORWARD AIR CORPORATION | June 17, 2026 | To approve, on a non-binding, advisory basis, the compensation of the named executive officers (the "say on pay vote"). Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| FOSSIL GROUP, INC. | December 19, 2025 | Proposal to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| FRANKLIN FINANCIAL SERVICES CORPORATION | April 28, 2026 | Election of Directors: G. Warren Elliott Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| FRANKLIN RESOURCES, INC. | February 3, 2026 | To approve an amendment and restatement of the Company's 2002 Universal Stock Incentive Plan, which includes increasing the number of shares of common stock, par value $0.10 per share, of the Company authorized for issuance under the USIP by an additional 25,000,000 shares. Compensation |
Board | For | AGAINST 10 funds |
FOR 14 funds |
| FRANKLIN RESOURCES, INC. | February 3, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 15 funds |
| FREEDOM HOLDING CORP. | September 29, 2025 | Approval of the non-binding advisory resolution regarding the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| FRONTIER GROUP HOLDINGS, INC. | May 14, 2026 | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| FTAI INFRASTRUCTURE INC. | May 29, 2026 | Election of Class I Director: James L. Hamilton Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| FULCRUM THERAPEUTICS INC | June 24, 2026 | Election of three Class I directors, nominated by our board of directors, each to serve for a three-year term expiring at the 2029 annual meeting of stockholders; Sonja Banks Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| FULGENT GENETICS, INC. | May 14, 2026 | Election of Directors: Michael Nohaile, Ph.D. Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 7 funds |
| FUNKO, INC. | June 3, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| FVCBANKCORP INC. | May 20, 2026 | Election of Directors: Devin Satz Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| FVCBANKCORP INC. | May 20, 2026 | Election of Directors: Meena Krishnan Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| First Advantage Corporation | June 5, 2026 | To elect three Class II director nominees listed in this Proxy Statement: Bridgett R. Price Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| First Advantage Corporation | June 5, 2026 | To elect three Class II director nominees listed in this Proxy Statement: James L. Clark Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| First Advantage Corporation | June 5, 2026 | To elect three Class II director nominees listed in this Proxy Statement: Mark Gillett Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| Ford Motor Company | May 14, 2026 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | For | FOR 7 funds |
AGAINST 14 funds |
| Ford Motor Company | May 14, 2026 | Election of Directors: William Clay Ford, Jr. Director Elections |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| Fortrea Holdings Inc. | June 9, 2026 | Election of Directors: Peter M. Neupert Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| Fortune Brands Innovations, Inc. | May 5, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 13 funds |
| FutureFuel Corp. | November 11, 2025 | To elect two directors of the Corporation to serve a three-year term expiring 2028: Donald C. Bedell Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| GAIA, INC. | April 23, 2026 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| GARMIN LTD | June 5, 2026 | Re-election of Min H. Kao as Executive Chairman Corporate Governance |
Board | For | FOR 7 funds |
AGAINST 12 funds |
| GARTNER, INC. | May 28, 2026 | Election of Directors to be elected for terms expiring in 2027: Edward P. Bousa Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| GCI LIBERTY, INC. | May 11, 2026 | The say-on-pay proposal, to approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 1 fund |
| GENERAL MOTORS COMPANY | June 2, 2026 | Proposal to Approve Amendment No. 2 to the Company's 2020 Long-Term Incentive Plan to Increase the Number of Shares Available for Issuance Thereunder Compensation |
Board | For | AGAINST 8 funds |
FOR 12 funds |
| GLOBALSTAR, INC. | May 13, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| GOGO INC. | May 28, 2026 | Advisory vote approving executive compensation Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| GOLDEN ENTERTAINMENT, INC. | March 31, 2026 | To consider and vote on the proposal to approve, on a non binding, advisory basis, the compensation that may be paid or become payable by Golden to its named executive officers in connection with the transactions contemplated by the Master Transaction Agreement (the "Advisory Compensation Proposal"); and Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| GRACO INC. | April 24, 2026 | Approval, on an advisory basis, of the compensation paid to our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| GRAHAM HOLDINGS COMPANY | May 5, 2026 | Election of Directors: Danielle Conley Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| GRAHAM HOLDINGS COMPANY | May 5, 2026 | Election of Directors: Tony Allen Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| GRANITE POINT MORTGAGE TRUST INC. | June 4, 2026 | To approve on an advisory basis the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| GRANITE RIDGE RESOURCES, INC. | May 22, 2026 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| GRAY MEDIA, INC. | May 6, 2026 | The approval, on a non-binding advisory basis, of the compensation of Gray Media, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| GREAT SOUTHERN BANCORP, INC. | May 13, 2026 | Election of Four Directors, each for a three-year term: Amelia A. Counts Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 5 funds |
| GRID DYNAMICS HOLDINGS, INC. | December 23, 2025 | The approval of 3,500,000 additional shares under the Grid Dynamics Holdings, Inc. 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| GRID DYNAMICS HOLDINGS, INC. | December 23, 2025 | The approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 4 funds |
| GUARANTY BANCSHARES, INC. | September 17, 2025 | To vote on an advisory (non-binding) proposal to approve the compensation that may be paid or become payable to the named executive officers of Guaranty Bancshares, Inc. that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| GUARDIAN PHARMACY SERVICES INC. | May 5, 2026 | To elect Class II directors, to hold office until the annual meeting of stockholders to be held in 2029 and until their successors are duly elected and qualified. John Ackerman Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| GXO Logistics, Inc. | May 20, 2026 | Advisory Vote to Approve Executive Compensation To conduct an advisory vote to approve the executive compensation of the company's named executive officers ("NEOs") as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| Ginkgo Bioworks Holdings, Inc. | June 11, 2026 | Election of Directors: Ross Fubini Director Elections |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| Ginkgo Bioworks Holdings, Inc. | June 11, 2026 | Election of Directors: Sri Kosuri Director Elections |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| Globalstar, Inc. | May 13, 2026 | Election of Class B Directors: James F. Lynch Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Globalstar, Inc. | May 13, 2026 | Election of Class B Directors: Timothy E. Taylor Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| Graco Inc. | April 24, 2026 | Election of Directors: Kevin J. Wheeler Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| Graco Inc. | April 24, 2026 | Election of Directors: Martha A. Morfitt Director Elections |
Board | For | AGAINST 5 funds |
FOR 12 funds |
| Guardant Health, Inc. | June 17, 2026 | Election of Class II Directors: Ian Clark Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 8 funds |
| Guardant Health, Inc. | June 17, 2026 | Election of Class II Directors: Manuel Hidalgo Medina Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 8 funds |
| HANOVER BANCORP, INC. | May 28, 2026 | Election of Directors: John R. Sorrenti Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| HANOVER BANCORP, INC. | May 28, 2026 | Election of Directors: Michael Katz Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| HANOVER BANCORP, INC. | May 28, 2026 | Election of Directors: Philip Okun Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| HASBRO, INC. | June 11, 2026 | Election of Directors: Lisa Gersh Director Elections |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| HAWTHORN BANCSHARES, INC. | June 2, 2026 | Proposal to ratify the selection of the accounting firm of Forvis Mazars, LLP as the Company's independent registered public accounting firm for 2026. Audit-related |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| HBT FINANCIAL, INC. | May 19, 2026 | Election of Directors: Allen C. Drake Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| HBT FINANCIAL, INC. | May 19, 2026 | Election of Directors: Fred L. Drake Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| HBT FINANCIAL, INC. | May 19, 2026 | Election of Directors: J. Lance Carter Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| HBT FINANCIAL, INC. | May 19, 2026 | Election of Directors: James T. Ashworth Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| HBT FINANCIAL, INC. | May 19, 2026 | Election of Directors: Patrick F. Busch Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| HCA Healthcare, Inc. | April 23, 2026 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 6 funds |
AGAINST 14 funds |
| HEICO CORPORATION | March 13, 2026 | ADVISORY APPROVAL OF THE COMPANY'S EXECUTIVE COMPENSATION Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| HEICO Corporation | March 13, 2026 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim Director Elections |
Board | For | AGAINST 4 funds |
FOR 11 funds |
| HERBALIFE LTD | April 30, 2026 | Approve, on an advisory basis, the compensation of the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| HERBALIFE LTD. | April 30, 2026 | Election of Directors: Des Walsh Director Elections |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| HERITAGE COMMERCE CORP. | March 26, 2026 | A proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Heritage's named executive officers that is based on or otherwise relates to the transactions contemplated by the merger agreement (the ''Heritage compensation proposal''). Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| HERTZ GLOBAL HOLDINGS, INC. | May 28, 2026 | Election of the two director nominees identified in the Company's Proxy Statement to serve as directors for the three-year term expiring at the Company's 2029 annual meeting of stockholders. Lucy Clark Dougherty Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 8 funds |
| HEWLETT PACKARD ENTERPRISE COMPANY | April 1, 2026 | Advisory vote to approve the Hewlett Packard Enterprise Company's executive compensation Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 15 funds |
| HF FOODS GROUP INC. | June 5, 2026 | Approval, on an advisory basis, of the compensation of our executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| HIGHPEAK ENERGY, INC. | June 2, 2026 | Election of Director: Larry C. Oldham Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| HIMS & HERS HEALTH, INC. | June 11, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 9 funds |
| HOLLEY INC. | May 1, 2026 | Approval of the 2021 Omnibus Incentive Plan, as amended by the First Amendment (as amended, the ''Amended Plan'') to increase the number of authorized shares of common stock reserved for delivery under the Amended Plan as described in the accompanying proxy statement. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| HOME BANCSHARES, INC. | April 16, 2026 | Election of Directors: Jim Rankin, Jr. Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 9 funds |
| HORMEL FOODS CORPORATION | January 27, 2026 | Approve the Hormel Foods Corporation 2026 Equity and Incentive Compensation Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 13 funds |
| HOULIHAN LOKEY, INC. | September 17, 2025 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the accompany Proxy Statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| HOVNANIAN ENTERPRISES, INC. | March 31, 2026 | Approval of the Fourth Amended and Restated 2020 Hovnanian Enterprises, Inc. Stock Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| HOVNANIAN ENTERPRISES, INC. | March 31, 2026 | Approval, in a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| HOWMET AEROSPACE INC. | May 19, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 16 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.