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 |
|---|---|---|---|---|---|---|
| OKTA, INC. | June 18, 2026 | To approve, on an advisory non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 15 funds |
| OMNIAB, INC. | June 17, 2026 | Election of Directors: Matthew W. Foehr Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 5 funds |
| ONEWATER MARINE INC. | February 19, 2026 | Approval of, on an advisory (non-binding) basis, the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| ONITY GROUP INC. | May 19, 2026 | Approval, on an advisory basis, of the compensation of the named executive officers, as disclosed in the accompanying Proxy Statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 3 funds |
| OPPFI INC. | June 9, 2026 | To approve, on an advisory basis, the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| OPPFI INC. | June 9, 2026 | To elect, each for a term expiring at the 2029 Annual Meeting of Stockholders or until a successor has been duly elected and qualified, the following individuals to our Board of Directors: Theodore Schwartz Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| OPTIMIZERX CORPORATION | June 9, 2026 | Advisory (non-binding) approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| ORACLE CORPORATION | November 18, 2025 | Advisory Vote to Approve the Compensation of our Named Executive Officers Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 16 funds |
| ORASURE TECHNOLOGIES, INC. | June 3, 2026 | To approve, by 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 8 funds |
FOR 5 funds |
| ORGANOGENESIS HOLDINGS INC | June 15, 2026 | Approval, on an advisory basis, of the compensation paid to our named executive officers, as disclosed in the Company's proxy statement for its 2026 annual meeting of shareholders. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| ORIC PHARMACEUTICALS, INC. | June 18, 2026 | To elect the two Class III directors named in the accompanying proxy statement to serve until the 2029 annual meeting of stockholders or until their successors are duly elected and qualified or until their earlier death, resignation or removal. Jacob M. Chacko, M.D Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| ORTHOPEDIATRICS CORP. | June 4, 2026 | To approve, on an advisory basis, the compensation of our executive officers who are named in the compensation disclosures in this proxy statement. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| OSI SYSTEMS, INC. | December 11, 2025 | Advisory vote to approve the Company's named executive officer compensation for the fiscal year ended June 30, 2025. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 9 funds |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: Gerald Chizever Director Elections |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: James B. Hawkins Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| OSI Systems, Inc. | December 11, 2025 | Election of Directors: William F. Ballhaus Director Elections |
Board | For | AGAINST 6 funds |
FOR 8 funds |
| OUSTER, INC. | June 17, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| OUTDOOR HOLDING COMPANY | August 29, 2025 | Incentive Plan Proposal - to approve the Outdoor Holding Company 2025 Long-Term Incentive Plan; Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| OUTFRONT Media Inc. | June 3, 2026 | Election of Director Nominees: Angela Courtin Director Elections |
Board | For | AGAINST 1 fund |
FOR 10 funds |
| OUTFRONT Media Inc. | June 3, 2026 | Election of Director Nominees: Susan M. Tolson Director Elections |
Board | For | AGAINST 1 fund |
FOR 10 funds |
| OUTSET MEDICAL, INC. | June 4, 2026 | To approve, on a non-binding basis, the 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| OVID THERAPEUTICS INC. | July 9, 2025 | Advisory approval of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| OVID THERAPEUTICS INC. | June 10, 2026 | Advisory approval of the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| OVID THERAPEUTICS INC. | June 10, 2026 | Election of Class III Director: Jeremy M. Levin, DPhil, MB BChir Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| Omega Healthcare Investors, Inc. | June 5, 2026 | Election of Directors: Kapila K. Anand Director Elections |
Board | For | AGAINST 1 fund |
FOR 15 funds |
| Omeros Corporation | June 18, 2026 | Election of Directors: Diana T. Perkinson, M.D. Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| Omeros Corporation | June 18, 2026 | Election of Directors: Thomas J. Cable Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Adam Hasiba Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Glenn J. Fusfield Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Leonard Fluxman Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Lisa Myers Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Maryam Banikarim Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| OneSpaWorld Holdings Limited | June 3, 2026 | Election of Directors: Stephen W. Powell Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 5 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Dennis Mathew Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Dennis Okhuijsen Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Dexter Goei Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Patrick Drahi Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Optimum Communications, Inc. | June 10, 2026 | Election of Directors: Susan Schnabel Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| Outset Medical, Inc. | June 4, 2026 | Election of Class III Directors: Brent D. Lang Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | June 3, 2026 | To approve the amendment of our 2020 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| PACIRA BIOSCIENCES, INC. | June 9, 2026 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | Contested | AGAINST 8 funds |
FOR 9 funds |
| PACS GROUP, INC. | December 19, 2025 | To approve, on an advisory (non binding) basis, the compensation of our named executive officers. Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| PAGERDUTY, INC. | June 18, 2026 | To conduct an advisory, non-binding vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 15 funds |
| PAMT CORP | April 30, 2026 | Election of Directors: Edwin J. Lukas Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| PAMT CORP | April 30, 2026 | Election of Directors: Frederick P. Calderone Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| PAMT CORP | April 30, 2026 | Election of Directors: Matthew T. Moroun Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| PAR PACIFIC HOLDINGS, INC. | April 30, 2026 | To approve the Par Pacific Holdings, Inc. 2026 Long- Term Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| PARK HOTELS & RESORTS INC | April 24, 2026 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 11 funds |
| PARK NATIONAL CORPORATION | April 27, 2026 | Approval of the Park National Corporation 2026 Long-Term Incentive Plan for Employees. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| PARK-OHIO HOLDINGS CORP. | May 14, 2026 | Election of Directors: Dan T. Moore III Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| PBF ENERGY INC. | April 28, 2026 | An advisory vote on the 2025 compensation of the named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| PDF SOLUTIONS, INC. | June 16, 2026 | To approve our Eleventh Amended and Restated 2011 Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| PEAKSTONE REALTY TRUST | April 29, 2026 | To approve, on a nonbinding, advisory basis, the compensation that may be paid or become payable to the named executive officers of the Company that is based on or otherwise relates to the Company Merger and the Partnership Merger (as defined in the accompanying proxy statement). Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 9 funds |
| PENN ENTERTAINMENT, INC. | June 16, 2026 | Approval of the third amendment to our 2022 Long-Term Incentive Compensation Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| PERFORMANT HEALTHCARE, INC. | October 17, 2025 | Non-Binding, Advisory Vote on Named Executive Officers Merger-Related Compensation Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| PERMIAN RESOURCES CORPORATION | May 19, 2026 | To approve the First Amendment to the Permian Resources Corporation 2023 Long Term Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | June 30, 2026 | To approve the Second Amendment to the Company's 2021 Equity Incentive Plan to increase the number of shares of Class A Common Stock authorized for issuance under the plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | June 30, 2026 | To elect the four director nominees named in the proxy statement as Class III directors of the Company, each to serve for a three-year term and until his or her successor has been duly elected and qualified, or until his or her earlier death, resignation, removal, retirement or disqualification. Joel Anderson Director Elections |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| PETMED EXPRESS, INC. | January 21, 2026 | To elect the five nominees listed below to the Board of Directors: James LaCamp Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| PETMED EXPRESS, INC. | January 21, 2026 | To elect the five nominees listed below to the Board of Directors: Leah A. Solivan Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| PETMED EXPRESS, INC. | January 21, 2026 | To elect the five nominees listed below to the Board of Directors: Leslie C.G. Campbell Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| PETMED EXPRESS, INC. | January 21, 2026 | To elect the five nominees listed below to the Board of Directors: Peter Batushansky Director Elections |
Board | For | AGAINST 6 funds |
FOR 1 fund |
| PHATHOM PHARMACEUTICALS, INC. | May 19, 2026 | To approve the compensation of the named executive officers on a non-binding advisory basis ("say-on-pay"). Compensation |
Board | For | AGAINST 1 fund |
FOR 5 funds |
| PHIBRO ANIMAL HEALTH CORPORATION | November 4, 2025 | Ratification of the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2026. Audit-related |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| PIEDMONT LITHIUM INC. | August 22, 2025 | To adopt the Agreement and Plan of Merger, dated as of November 18, 2024 (as it may be further amended from time to time, the "merger agreement"), by and among Sayona Mining Limited, Shock MergeCo Inc., and Piedmont Lithium Inc. Extraordinary Transactions |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| PIEDMONT REALTY TRUST, INC. | May 12, 2026 | Approve our Third Amended and Restated Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 9 funds |
| PLUG POWER INC. | July 3, 2025 | The approval of an amendment to the Company's charter to, at the discretion of the Board of Directors, effect a reverse stock split with respect to the Company's issued common stock, including stock held by the Company as treasury shares, at a ratio of not less than 1-for-5 and not more than 1-for-200, with the exact ratio to be determined by the Board of Directors. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| PLUG POWER INC. | July 3, 2025 | The approval of the non-binding, advisory vote regarding the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| PLYMOUTH INDUSTRIAL REIT, INC. | January 22, 2026 | To approve, by a non-binding, advisory vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| PMV PHARMACEUTICALS INC. | June 4, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| PORCH GROUP, INC. | June 10, 2026 | To approve of, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| POST HOLDINGS, INC. | January 29, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| POWER INTEGRATIONS, INC. | June 3, 2026 | To approve the amendment and restatement of the Power Integrations, Inc. 2016 Incentive Award Plan to increase the number of shares reserved for issuance thereunder. Compensation |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| PPG Industries, Inc. | April 16, 2026 | Election of Directors: Catherine R. Smith Director Elections |
Board | For | FOR 7 funds |
AGAINST 14 funds |
| PRAXIS PRECISION MEDICINES, INC. | June 10, 2026 | To elect the Class III Directors to serve until the 2029 Annual Meeting of Stockholders and until their respective successors have been duly elected and qualified. Gregory Norden Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 5 funds |
| PREMIER, INC. | November 21, 2025 | A proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the transactions contemplated by the merger agreement, including consummation of the merger (the "advisory compensation proposal"). Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| PRIORITY TECHNOLOGY HOLDINGS, INC. | June 11, 2026 | To approve Amendment 2 to Priority Technology Holdings, Inc. 2018 Equity Incentive Plan Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| PRO-DEX, INC. | November 20, 2025 | To amend the 2016 Equity Incentive Plan in order to extend its term for an additional ten years. Compensation |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| PROCORE TECHNOLOGIES, INC. | June 4, 2026 | To elect three Class II directors, each to hold office until the Company's 2029 annual meeting of stockholders: Craig F. Courtemanche, Jr. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| PROGYNY, INC. | May 21, 2026 | Election of Directors: Cheryl Scott Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| PROGYNY, INC. | May 21, 2026 | Election of Directors: Kevin Gordon Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| PROGYNY, INC. | May 21, 2026 | Election of Directors: Lloyd Dean Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| PROTAGONIST THERAPEUTICS, INC. | June 17, 2026 | To approve the adoption of the Company's 2026 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| PROTARA THERAPEUTICS, INC. | June 12, 2026 | Approval of an amendment to the Protara Therapeutics, Inc. 2024 Equity Incentive Plan Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| PROTARA THERAPEUTICS, INC. | June 12, 2026 | Election of three Class III directors to the Board of Directors of Protara Therapeutics, Inc., each to hold office until the annual meeting of stockholders in 2029 Jesse Shefferman Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 2 funds |
| PROTHENA CORPORATION PLC | May 14, 2026 | To elect, by separate resolutions, two directors to hold office until no later than the Annual General Meeting of the Company's Shareholders in 2029, unless they resign, are removed from office, or are otherwise disqualified from serving as directors of the Company. Shane M. Cooke Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| PROVIDENT BANCORP, INC. | September 16, 2025 | The approval, on an advisory (non-binding) basis, of specified compensation that may become payable to the named executive officers of Provident Bancorp, Inc. in connection with the merger. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| PUBLIC STORAGE | May 6, 2026 | Election of Trustees: Shankh S. Mitra Director Elections |
Board | For | AGAINST 2 funds |
FOR 18 funds |
| PUBMATIC, INC. | May 29, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 5 funds |
| PUMA BIOTECHNOLOGY, INC. | June 11, 2026 | Approve an amendment to extend the expiration date until October 4, 2028 of a warrant held by Alan H. Auerbach, as described in the proxy statement. Capital Structure |
Board | For | AGAINST 6 funds |
FOR 2 funds |
| Pacific Biosciences of California, Inc. | June 3, 2026 | Election of Directors: Kathy Ordonez Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| Pacific Biosciences of California, Inc. | June 3, 2026 | Election of Directors: William Ericson Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| Personalis, Inc. | May 12, 2026 | Election of Directors: Olivia K. Bloom Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| Personalis, Inc. | May 12, 2026 | Election of Directors: Woodrow A. Myers, Jr., M.D. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| Planet Labs PBC | July 10, 2025 | To re-elect the following individuals to serve on the board of directors of Planet Labs PBC as Class I directors, until the 2028 annual meeting of stockholders and until their respective successors shall have been duly elected and qualified: William Marshall Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 4 funds |
| Plug Power Inc. | July 3, 2025 | Election of Class II Directors: George C. McNamee Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| Plug Power Inc. | July 3, 2025 | Election of Class II Directors: Gregory L. Kenausis Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| Plug Power Inc. | June 11, 2026 | Election of Class III Directors: Colin Angle Director Elections |
Board | For | WITHHOLD 4 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.