Home › Asset managers › Compare 2025-2026 › Dimensional vs Charles Schwab

Dimensional vs Charles Schwab: how alike they voted, 2025-2026

90.9% When both took a single position, they voted the same way on 90.9% of 14,351 items (13,039 the same, 1,312 different). 55 items where at least one of them split its funds are listed separately below. Both voted on 14,406 items in all.

Dimensional 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	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%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

0 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

No items to show.

← All 20 managers, 2025-2026

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.