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 |
|---|---|---|---|---|---|---|
| HP INC. | April 16, 2026 | To approve the Fifth Amended and Restated HP Inc. 2004 Stock Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 13 funds |
| HYSTER-YALE, INC. | May 12, 2026 | To approve on an advisory basis the Company's Named Executive Officer compensation Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| Halliburton Company | May 20, 2026 | Election of Directors: Tobi M. Edwards Young Director Elections |
Board | For | FOR 7 funds |
AGAINST 13 funds |
| Hawthorn Bancshares, Inc. | June 2, 2026 | ELECTION OF FOUR CLASS I DIRECTORS: Philip D. Freeman Director Elections |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| Hayward Holdings, Inc. | May 21, 2026 | Election of Directors: Arthur Soucy Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 8 funds |
| Hayward Holdings, Inc. | May 21, 2026 | Election of Directors: Kevin Brown Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 8 funds |
| Hayward Holdings, Inc. | May 21, 2026 | Election of Directors: Lori Walker Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 8 funds |
| Henry Schein, Inc. | May 21, 2026 | Election of Incumbent Directors: Max Lin Director Elections |
Board | For | AGAINST 10 funds |
FOR 14 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Ara K. Hovnanian Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Edward A. Kangas Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Joseph A. Marengi Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Miriam Hernandez-Kakol Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| Hovnanian Enterprises, Inc. | March 31, 2026 | Election of Directors: Robert B. Coutts Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| IDEAYA BIOSCIENCES, INC. | June 16, 2026 | To elect three Class I directors to hold office until the 2029 annual meeting of stockholders or until their successors are elected; Yujiro S. Hata Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Elaine S. Yatzkan Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| IDT CORPORATION | December 11, 2025 | Election of Directors: Irwin Katsof Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| IES HOLDINGS, INC. | February 19, 2026 | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| IMAX Corporation | June 10, 2026 | Election of Directors Election of the ten nominees for the Board of Directors: Jennifer Wong Director Elections |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| IMMUNOME INC. | June 9, 2026 | To elect the three nominees named in the Proxy Statement to serve as Class III directors, to hold office until the 2029 Annual Meeting of Stockholders and such time as their successors are duly elected and qualified, or until their earlier death, resignation or removal. James Boylan Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| INFINITY NATURAL RESOURCES, INC. | June 9, 2026 | To approve, by a non-binding advisory vote, our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| INGEVITY CORPORATION | April 29, 2026 | Advisory vote on compensation of our Named Executive Officers (Say-on-Pay). Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| INNOVATIVE INDUSTRIAL PROPERTIES, INC. | June 9, 2026 | Approval of the adoption of the Innovative Industrial Properties, Inc. 2026 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| INSPIRE MEDICAL SYSTEMS, INC. | April 30, 2026 | Approval of an amendment and restatement of the Inspire Medical Systems, Inc. 2018 Incentive Award Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| INSTIL BIO, INC. | June 11, 2026 | Election of two Class II directors to the Board of Directors, to hold office until the 2029 Annual Meeting of Stockholders. George Matcham Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| INTEL CORPORATION | May 13, 2026 | Advisory vote on executive compensation (Say-On-Pay). Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| INTEL CORPORATION | May 13, 2026 | Approval of amendment and restatement of the 2006 Equity Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| INTELLIA THERAPEUTICS, INC. | June 9, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| INTERACTIVE BROKERS GROUP, INC. | April 23, 2026 | To approve an amendment to the Company's 2007 Stock Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 15 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Approval of 2026 Long-Term Performance Plan Compensation |
Board | For | AGAINST 6 funds |
FOR 14 funds |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | April 29, 2026 | Approve, on an advisory basis, the compensation of our named executive officers in 2025. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 16 funds |
| INTERNATIONAL MONEY EXPRESS, INC. | December 9, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Intermex's named executive officers that is based on or otherwise relates to the Merger Agreement and/or the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| INTERPARFUMS, INC. | September 10, 2025 | To vote for the advisory resolution to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 9 funds |
| INTUITIVE SURGICAL, INC. | April 30, 2026 | To approve the amendment and restatement of the Company's Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 15 funds |
| INVESTAR HOLDING CORPORATION | May 20, 2026 | To approve the Second Amended and Restated Investar Holding Corporation 2017 Long-Term Incentive Compensation Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| IPG PHOTONICS CORPORATION | May 12, 2026 | Election of Directors: Jeanmarie Desmond Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| IQVIA HOLDINGS INC. | April 23, 2026 | Approve an advisory (non-binding) resolution to approve IQVIA's executive compensation (say-on-pay). Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 16 funds |
| IQVIA HOLDINGS INC. | April 23, 2026 | Approve the adoption of the IQVIA Holdings Inc. 2026 Incentive and Stock Award Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| IZEA WORLDWIDE, INC. | December 10, 2025 | To approve on a non-binding advisory basis, the compensation paid to IZEA's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| InterDigital, Inc. | June 10, 2026 | Election of Directors: Joan H. Gillman Director Elections |
Board | For | AGAINST 5 funds |
FOR 10 funds |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Paul J. Brody Director Elections |
Board | For | AGAINST 5 funds |
FOR 15 funds |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: Thomas Peterffy Director Elections |
Board | For | AGAINST 5 funds |
FOR 15 funds |
| Interactive Brokers Group, Inc. | April 23, 2026 | Election of Directors: William Peterffy Director Elections |
Board | For | AGAINST 5 funds |
FOR 15 funds |
| Intuit Inc. | January 22, 2026 | Election of Directors: Raul Vazquez Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| Ivanhoe Electric Inc. | June 4, 2026 | Election of Directors: Sofia Bianchi Director Elections |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| J.B. HUNT TRANSPORT SERVICES, INC. | April 23, 2026 | Election of Directors: Persio Lisboa Director Elections |
Board | For | AGAINST 7 funds |
FOR 14 funds |
| JANUS HENDERSON GROUP PLC | May 29, 2026 | Approval to Increase the Cap on Aggregate Annual Compensation for Non-Executive Directors. Compensation |
Board | For | AGAINST 7 funds |
FOR 11 funds |
| JANUX THERAPEUTICS, INC. | June 11, 2026 | 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 2 funds |
FOR 4 funds |
| JANUX THERAPEUTICS, INC. | June 11, 2026 | To elect the two nominees for Class II director named in the accompanying proxy statement to serve for three-year terms until the 2029 Annual Meeting of Stockholders. Natasha Hernday Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 3 funds |
| JASPER THERAPEUTICS INC. | July 3, 2025 | Advisory vote on approval of the compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| JEFFERIES FINANCIAL GROUP INC. | March 26, 2026 | Advisory vote to approve 2025 executive-compensation program. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| JELD-WEN HOLDING, INC. | April 22, 2026 | To approve, by non-binding advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| Jefferies Financial Group Inc. | March 26, 2026 | Election of Directors: MaryAnne Gilmartin Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| Jefferies Financial Group Inc. | March 26, 2026 | Election of Directors: Melissa V. Weiler Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| Jefferies Financial Group Inc. | March 26, 2026 | Election of Directors: Michael T. O'Kane Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| Jefferies Financial Group Inc. | March 26, 2026 | Election of Directors: Robert D. Beyer Director Elections |
Board | For | AGAINST 7 funds |
FOR 13 funds |
| John B. Sanfilippo & Son, Inc. | October 29, 2025 | Election of Directors: Ellen C. Taaffe Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 7 funds |
| John B. Sanfilippo & Son, Inc. | October 29, 2025 | Election of Directors: Pamela Forbes Lieberman Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 7 funds |
| Johnson & Johnson | April 23, 2026 | Election of Directors: Hubert Joly Director Elections |
Board | For | AGAINST 8 funds |
FOR 15 funds |
| KB HOME | April 23, 2026 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 10 funds |
| KB HOME | April 23, 2026 | Election of Directors: Arthur R. Collins Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| KB HOME | April 23, 2026 | Election of Directors: Jodeen A. Kozlak Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| KB HOME | April 23, 2026 | Election of Directors: Jose M. Barra Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| KEMPER CORPORATION | May 6, 2026 | Advisory vote to approve the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| KESTREL GROUP LTD. | June 10, 2026 | Approval of a non-binding advisory resolution to approve the compensation of certain executive officers Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| KLAVIYO, INC. | June 9, 2026 | To elect three Class III directors to serve until the 2029 annual meeting of stockholders and until their successor is duly elected and qualified, or until their earlier death, resignation, or removal. Jennifer Ceran Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 3 funds |
| KODIAK SCIENCES INC. | June 2, 2026 | Elect three Class II directors nominated by our board and named in this proxy statement. Charles A. Bancroft Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 5 funds |
| KORN FERRY | September 18, 2025 | Advisory (non-binding) resolution to approve the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| KRONOS WORLDWIDE, INC. | May 13, 2026 | Election of Directors: Brian W. Christian Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 3 funds |
| KRONOS WORLDWIDE, INC. | May 13, 2026 | Election of Directors: John E. Harper Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 3 funds |
| KRONOS WORLDWIDE, INC. | May 13, 2026 | Election of Directors: Loretta J. Feehan Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 3 funds |
| KRONOS WORLDWIDE, INC. | May 13, 2026 | Election of Directors: Michael S. Simmons Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 3 funds |
| KRONOS WORLDWIDE, INC. | May 13, 2026 | Election of Directors: R. Gerald Turner Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 3 funds |
| KRONOS WORLDWIDE, INC. | May 13, 2026 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 4 funds |
| KRYSTAL BIOTECH, INC. | May 15, 2026 | Approval of the Company's Non-Employee Director Compensation Policy. Compensation |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| KURA ONCOLOGY, INC. | June 4, 2026 | Approval of an amendment to our Amended and Restated 2014 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| Knowles Corporation | April 28, 2026 | Election of directors: Laura Angelini Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| Kura Sushi USA, Inc. | January 21, 2026 | Election of Directors: Hajime Uba Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| Kura Sushi USA, Inc. | January 21, 2026 | Election of Directors: Shintaro Asako Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| Kura Sushi USA, Inc. | January 21, 2026 | Election of Directors: Treasa Bowers Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| LAKELAND FINANCIAL CORPORATION | April 14, 2026 | APPROVAL, by non-binding vote, of the Company's compensation of certain executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| LAMAR ADVERTISING COMPANY | May 14, 2026 | Approval of an amendment and restatement of the Company's 2019 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 16 funds |
| LANDBRIDGE COMPANY LLC | June 18, 2026 | To approve, on an advisory, non-binding basis, the compensation of LandBridge's named executive officers (''Named Executive Officers''); Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| LEMONADE, INC. | June 3, 2026 | To approve on an advisory (non-binding) basis the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| LENSAR INC | July 2, 2025 | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to LENSAR's named executive officers that is based on or otherwise relates to the Merger; and Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| LEVI STRAUSS & CO | April 22, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 7 funds |
| LIBERTY GLOBAL LTD | June 23, 2026 | To approve, on an advisory basis, the compensation of our named executive officers as described in this proxy statement under the heading ''Executive Officer and Director Compensation;'' and Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| LIBERTY LIVE HOLDINGS, 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 8 funds |
FOR 1 fund |
| LIFEVANTAGE CORPORATION | November 6, 2025 | To approve a non-binding, advisory resolution approving the compensation of our named executive officers; Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| LIFEWAY FOODS, INC. | June 17, 2026 | To elect Jason Scher to serve as a member of the Board until the 2027 Annual Meeting of Shareholders (or until successors are elected and qualified). Jason Scher Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| LINCOLN NATIONAL CORPORATION | May 28, 2026 | The approval of an advisory resolution on the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 13 funds |
| LINEAGE, INC. | June 9, 2026 | Advisory (non-binding) approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 15 funds |
| LIONSGATE STUDIOS CORP. | March 17, 2026 | Advisory Vote on Executive Compensation: To pass a non-binding advisory resolution to approve the compensation paid to the Company's Named Executive Officers. See the section entitled "Proposal 3: Advisory Vote to Approve Executive Compensation" in the Notice and Proxy Statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 10 funds |
| LITHIA MOTORS, INC. | April 30, 2026 | To approve, by an advisory vote, named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 15 funds |
| LIVE OAK BANCSHARES, INC. | May 19, 2026 | Say-on-Pay Vote. Non-binding, advisory proposal to approve compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| LIVERAMP HOLDINGS, INC. | August 12, 2025 | Approval of an increase in the number of shares available for issuance under the Company's Amended and Restated 2005 Equity Compensation Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| LOANDEPOT, INC. | June 4, 2026 | To approve, on a non-binding, advisory basis, the compensation of loanDepot's named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| LUCID GROUP, INC. | June 4, 2026 | To approve, on an advisory basis, the compensation for our named executive officers as disclosed in our Proxy Statement Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| LULULEMON ATHLETICA INC. | June 25, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | Contested | AGAINST 8 funds |
FOR 14 funds |
| LUMENTUM HOLDINGS INC. | November 19, 2025 | To approve the 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 12 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.