Home › Asset managers › Compare 2023-2024 › Charles Schwab vs TIAA
Charles Schwab 2023-2024 · TIAA 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 10,681 | 9,833 | 848 | 0 | 92.1% | 92.1% |
| Board proposals | 9,639 | 8,985 | 654 | 0 | 93.2% | 93.2% |
| E&S shareholder proposals | 304 | 212 | 92 | 0 | 69.7% | 69.7% |
| Other items | 738 | 636 | 102 | 0 | 86.2% | 86.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
654 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 | Charles Schwab | TIAA |
|---|---|---|---|---|---|---|
| NECESSITY RETAIL REIT INC (THE) | September 8, 2023 | To approve, by advisory (non-binding) vote, certain compensation arrangements for RTL's named executive officers in connection with the Proposed Transactions discussed under the section titled "The Companies - The Combined Company - Potential Conflicts of Interest of Officers and Directors of GNL and RTL" beginning on page 50. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| NECESSITY RETAIL REIT INC. | September 8, 2023 | To approve the merger of RTL and GNL, which will be effected through a merger of RTL with and into Osmosis Sub I, LLC ("REIT Merger Sub"), a wholly owned subsidiary of GNL. Extraordinary Transactions |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| NEOGENOMICS INC. | May 23, 2024 | Approval, on an advisory basis, of the Compensation Paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 7 funds |
| NEOGENOMICS INC. | May 23, 2024 | Election of the directors named in the proxy statement as set forth below: Anthony P. Zook Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| NEOGENOMICS INC. | May 23, 2024 | Election of the directors named in the proxy statement as set forth below: Dr. Neil Gunn Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| NEOGENOMICS INC. | May 23, 2024 | Election of the directors named in the proxy statement as set forth below: Lynn A. Tetrault Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| NEOGENOMICS INC. | May 23, 2024 | Election of the directors named in the proxy statement as set forth below: Michael A. Kelly Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| NEVRO CORP. | May 23, 2024 | To approve, on a non-binding, advisory basis, the compensation of the named executive officers as disclosed in the Company's proxy statement in accordance with the compensation disclosure rules of the Securities and Exchange Commission Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| NEW FORTRESS ENERGY INC. | June 11, 2024 | To approve, by a non-binding advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| NEW RELIC INC. | November 1, 2023 | To consider and vote on the proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to New Relic's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| NEW YORK COMMUNITY BANCORP INC. | June 5, 2024 | Approval of proposed amendments to the New York Community Bancorp, Inc. 2020 Omnibus Incentive Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| NEW YORK COMMUNITY BANCORP INC. | June 5, 2024 | Election of Directors: Jennifer R. Whip Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| NEWELL BRANDS INC. | May 9, 2024 | Advisory resolution to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| NEWELL BRANDS INC. | May 9, 2024 | Election of Directors: Bridget Ryan Berman Director Elections |
Board | For | AGAINST 11 funds |
FOR 6 funds |
| NEXPOINT REAL ESTATE FINANCE INC. | January 26, 2024 | To approve the amendment and restatement of the NexPoint Real Estate Finance, Inc. 2020 Long Term Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| NEXPOINT RESIDENTIAL TRUST INC. | May 7, 2024 | To elect seven directors to serve until the 2025 annual meeting of stockholders: Scott Kavanaugh Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 6 funds |
| NICOLET BANKSHARES INC. | May 20, 2024 | Election of Directors: Donald J. Long, Jr. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| NICOLET BANKSHARES INC. | May 20, 2024 | Election of Directors: Susan L. Merkatoris Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| NIKOLA CORP. | August 3, 2023 | The approval of an amendment to the Nikola Corporation 2020 Stock Incentive Plan to increase the number of shares of common stock available for issuance thereunder by 30,000,000 shares, which is contingent on the approval of Proposal 2. Compensation |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| NORFOLK SOUTHERN CORP. | May 9, 2024 | Approval of the advisory resolution on executive compensation, as disclosed in the Norfolk Southern's proxy statement for the 2024 Annual Meeting. Say-on-Pay |
Board | Contested | AGAINST 14 funds |
ABSTAIN 1 fund |
| NORTHERN OIL & GAS INC. | May 23, 2024 | To approve, on an advisory basis, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| NORTHWEST PIPE CO. | June 13, 2024 | Election of Directors: Richard Roman, for a three-year term, expiring 2027 Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| NOVAVAX INC. | June 13, 2024 | Amendment and restatement of the Novavax, Inc. Amended and Restated 2013 Employee Stock Purchase Plan to increase the number of shares of common stock available for issuance thereunder by 1,000,000 shares, such that the number of shares available for issuance thereunder is the lesser of (a) 2,155,000 shares of common stock increased on January 1 of each year by 5% of the share pool on such January 1 (rounded down to the nearest whole share) and (b) 3,510,264 shares of common stock. Compensation |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| NUVECTIS PHARMA INC. | June 13, 2024 | Election of Directors: Matthew Kaplan Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| NVR INC. | May 7, 2024 | Election of Directors: Alfred E. Festa Director Elections |
Board | For | AGAINST 14 funds |
FOR 11 funds |
| OCWEN FINANCIAL CORP. | May 28, 2024 | Approval of an amendment to the Ocwen Financial Corporation 2021 Equity Incentive Plan to increase the number of available shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| OIL-DRI CORPORATION OF AMERICA | December 13, 2023 | Approval of the Amended and Restated Oil-Dri Corporation of America 2006 Long Term Incentive Plan which, among other modifications, increases the number of shares authorized for issuance from 1,219,500 shares to 1,719,500 shares and increases the maximum individual grant size in any calendar year to 150,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| OLD NATIONAL BANCORP | May 15, 2024 | Approval of a non-binding advisory proposal on Executive Compensation. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Amendment to OptimizeRx Corporation 2021 Equity Incentive Plan to increase the aggregate number of shares of common stock available for awards by 1,950,000 shares to 4,450,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Gregory D. Wasson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 5 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: James Lang Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 5 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Lynn O'Connor Vos Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 5 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Patrick Spangler Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 5 funds |
| ORACLE CORP. | November 15, 2023 | Approve an Amendment to the Oracle Corporation Amended and Restated 2020 Equity Incentive Plan Compensation |
Board | For | AGAINST 13 funds |
FOR 16 funds |
| ORGANOGENESIS HOLDINGS INC. | June 20, 2024 | Approval of an amendment to our 2018 Equity Incentive Plan to increase the number of shares of Class A common stock reserved for issuance thereunder by 15,900,000 shares. Compensation |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| OUTSET MEDICAL INC. | May 29, 2024 | Advisory vote to approve 2023 named executive officer compensation Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| OVINTIV INC. | May 2, 2024 | Election of the 11 Director Nominees Named in the Proxy Statement: Steven W. Nance Director Elections |
Board | Not determined | FOR 13 funds |
AGAINST 9 funds |
| P10 INC. | June 14, 2024 | Approval of amendment to the 2021 Incentive Plan to increase the number of shares issuable under the 2021 plan by 11,000,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | Election of Directors: Marshall Mohr Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Election of Directors: Donna A. Harman Director Elections |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Election of Directors: Roger B. Porter Director Elections |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| PAR TECHNOLOGY CORP. | June 3, 2024 | Approval of an Amendment to the Amended and Restated PAR Technology Corporation 2015 Equity Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 1,900,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| PARK AEROSPACE CORP. | July 18, 2023 | Election of Directors: Steven T. Warshaw Director Elections |
Board | For | FOR 2 funds |
AGAINST 6 funds |
| PARK-OHIO HOLDINGS CORP. | May 23, 2024 | Election of Directors: Ronna Romney Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| PDC ENERGY INC. | August 4, 2023 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to PDC's named executive officers that is based on or otherwise related to the merger. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| PDF SOLUTIONS INC. | June 18, 2024 | To approve our Ninth Amended and Restated 2011 Stock Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 8 funds |
| PDS BIOTECHNOLOGY CORP. | June 24, 2024 | To approve an amendment to our Eighth Amended and Restated Certificate of Incorporation, as amended, to increase the number of authorized shares of our common stock from 75,000,000 shares to 150,000,000 shares; Capital Structure |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| PEABODY ENERGY CORP. | May 9, 2024 | Elect eight directors for a one-year term: Andrea E. Bertone Director Elections |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| PEAKSTONE REALTY TRUST | June 18, 2024 | Approval of, on an advisory (non-binding) basis, the compensation paid to the Company's Named Executive Officers as described in the proxy statement; and Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: Cameron W. Kephart Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: Jill F. Schwartz Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: William J. Edwards Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| PENTAIR PLC | May 7, 2024 | To re-elect director nominees: Billie I. Williamson Director Elections |
Board | For | FOR 14 funds |
AGAINST 9 funds |
| PEOPLES FINANCIAL SERVICES CORP. | May 11, 2024 | Election of two directors to our Board of Directors, each to serve until the 2027 Annual Meeting of Shareholders and until his successor has been elected and qualified: Richard S. Lochen, Jr. Director Elections |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| PERDOCEO EDUCATION CORP. | May 23, 2024 | Election of Directors: Leslie T. Thornton Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| PERIMETER SOLUTIONS SA | May 23, 2024 | To approve the compensation of certain of the non-employee independent directors of the Company for 2023; Compensation |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| PGT INNOVATIONS INC. | March 18, 2024 | To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to PGTI's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal"); Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 9 funds |
| PIEDMONT OFFICE REALTY TRUST INC. | May 7, 2024 | Approval of Amendment to our Second Amended and Restated 2007 Omnibus Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| PITNEY BOWES INC. | May 6, 2024 | Approval of the Pitney Bowes Inc. 2024 Stock Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| PJT PARTNERS INC. | June 20, 2024 | To approve, on an advisory basis, the compensation of our Named Executive Officers (Proposal 2). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| PLUG POWER INC. | June 5, 2024 | 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 | FOR 10 funds |
AGAINST 8 funds |
| PONCE FINANCIAL GROUP INC. | June 13, 2024 | Election of Directors for term ending in 2027: James C. Demetriou Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| PONCE FINANCIAL GROUP INC. | June 13, 2024 | Election of Directors for term ending in 2027: Nick R. Lugo Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: Beverly A. Cummings Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: Thomas S. T. Gimbel Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| PRIMERICA INC. | May 8, 2024 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| PROFRAC HOLDING CORP. | May 30, 2024 | To elect the six (6) nominees identified in the accompanying Proxy Statement to serve as directors for the ensuing year: Matthew D. Wilks Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| PROKIDNEY CORP. | May 30, 2024 | Election of Directors: Jennifer Fox Director Elections |
Board | For | FOR 3 funds |
AGAINST 5 funds |
| PROKIDNEY CORP. | May 30, 2024 | Election of Directors: Jose Ignacio Jimenez Santos Director Elections |
Board | For | FOR 3 funds |
AGAINST 5 funds |
| PROTHENA CORPORATION PLC | May 14, 2024 | To approve an amendment to the Company's 2018 Long Term Incentive Plan to increase the number of ordinary shares available for issuance under that Plan by 2,000,000 ordinary shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| PULMONX CORP. | May 16, 2024 | To conduct a non-binding advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| PULTEGROUP INC. | May 6, 2024 | Election of Directors: Bryce Blair Director Elections |
Board | For | AGAINST 13 funds |
FOR 11 funds |
| QUAKER CHEMICAL CORP. | May 8, 2024 | To consider and act upon a proposal to approve the 2024 Long-Term Performance Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| QUANEX BUILDING PRODUCTS CORP. | February 27, 2024 | To elect 7 directors to serve until the Annual Meeting of Stockholders in 2025: Bradley E. Hughes Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| QUANEX BUILDING PRODUCTS CORP. | February 27, 2024 | To elect 7 directors to serve until the Annual Meeting of Stockholders in 2025: Curtis M. Stevens Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| QUANEX BUILDING PRODUCTS CORP. | February 27, 2024 | To elect 7 directors to serve until the Annual Meeting of Stockholders in 2025: Donald R. Maier Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| QUANEX BUILDING PRODUCTS CORP. | February 27, 2024 | To elect 7 directors to serve until the Annual Meeting of Stockholders in 2025: Jason D. Lippert Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| QUANEX BUILDING PRODUCTS CORP. | February 27, 2024 | To elect 7 directors to serve until the Annual Meeting of Stockholders in 2025: William E. Waltz, Jr. Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| QUANTUM-SI INC. | May 15, 2024 | To approve, by a non-binding, advisory vote, of the compensation of our named executive officers, as described in our proxy statement. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| QUOTIENT TECHNOLOGY INC. | August 3, 2023 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement in accordance with Securities and Exchange Commission rules. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 6 funds |
| RAMBUS INC. | April 25, 2024 | Election of Directors: Charles Kissner Director Elections |
Board | For | AGAINST 7 funds |
FOR 12 funds |
| RANPAK HOLDINGS CORP. | May 23, 2024 | Company Proposal - Approval of a non-binding advisory resolution approving the compensation of named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| RAYMOND JAMES FINANCIAL INC. | February 22, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| RED RIVER BANCSHARES INC. | May 2, 2024 | Election of Directors: Anna Brasher Moreau, DDS, MS Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| RED RIVER BANCSHARES INC. | May 2, 2024 | Election of Directors: H. Lindsey Torbett Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| RED RIVER BANCSHARES INC. | May 2, 2024 | Election of Directors: Kirk D. Cooper Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| RED RIVER BANCSHARES INC. | May 2, 2024 | Election of Directors: Michael D. Crowell Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 5 funds |
| RED ROBIN GOURMET BURGERS INC. | May 23, 2024 | Approval of the 2024 Performance Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 3 funds |
| REGIONAL MANAGEMENT CORP. | May 16, 2024 | Approval of the Regional Management Corp. 2024 Long-Term Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 5 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Melanie Cox Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Michael Karanikolas Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 5 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Michael Mente Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 5 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: David S. Harris Director Elections |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: Mervyn L. Alphonso Director Elections |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| REXFORD INDUSTRIAL REALTY INC. | June 11, 2024 | Election of Directors: Richard S. Ziman Director Elections |
Board | For | AGAINST 14 funds |
FOR 10 funds |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | Election of Directors: Helen Golding Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 6 funds |
| RIMINI STREET INC. | June 6, 2024 | Election of Class I Director: Jack L. Acosta Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 5 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: Naveen Yalamanchi, M.D. Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: R. Keith Woods Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| RTX CORP. | May 2, 2024 | Election of Directors: Robert O. Work Director Elections |
Board | Not determined | FOR 13 funds |
AGAINST 10 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.