Home › Asset managers › Compare 2023-2024 › State Street vs Charles Schwab
State Street 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 11,068 | 9,940 | 1,032 | 96 | 90.6% | 90.1% |
| Board proposals | 10,001 | 9,143 | 789 | 69 | 92.1% | 91.7% |
| E&S shareholder proposals | 302 | 251 | 42 | 9 | 85.7% | 84.8% |
| Other items | 765 | 546 | 201 | 18 | 73.1% | 72.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,032 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 | State Street | Charles Schwab |
|---|---|---|---|---|---|---|
| STITCH FIX INC. | December 12, 2023 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 9 funds |
| STONECO LTD. | August 29, 2023 | APPROVAL OF THE REELECTION OF ANDRE STREET DE AGUIAR AS A DIRECTOR Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| STONECO LTD. | August 29, 2023 | APPROVAL OF THE REELECTION OF DIEGO FRESCO GUTIERREZ AS A DIRECTOR Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| STRATEGIC EDUCATION INC. | April 24, 2024 | Election of Directors: Dr. John T. Casteen, III Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| STRATUS PROPERTIES INC. | May 9, 2024 | Election of two Class II directors: Neville L. Rhone, Jr. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| STURM, RUGER & COMPANY INC. | May 30, 2024 | Election of Directors: Sandra S. Froman Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 7 funds |
| SUMMIT THERAPEUTICS INC. | October 12, 2023 | To approve an amendment to the Summit Therapeutics Inc. 2020 Stock Incentive Plan to increase the number of shares of the Company's common stock issuable under the Plan by 70,000,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| SUPER GROUP (SGHC) LTD. | June 10, 2024 | Elect Director Jonathan Jossel Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| SUPER MICRO COMPUTER INC. | January 22, 2024 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| SUPER MICRO COMPUTER INC. | January 22, 2024 | To elect three Class II directors to hold office until the Annual Meeting of stockholders following fiscal year 2026 or until their successors are duly elected and qualified: Judy Lin Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 11 funds |
| SUPERNUS PHARMACEUTICALS INC. | June 14, 2024 | to consider and act upon a proposal to amend the Supernus Pharmaceuticals, Inc. 2021 Equity Incentive Plan to increase the number of shares available under the plan and make certain technical updates; and Compensation |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| SYNCHRONY FINANCIAL | June 11, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 23 funds |
FOR 14 funds |
| SYNDAX PHARMACEUTICALS INC. | May 15, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the 2024 proxy statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| SYSCO CORP. | November 17, 2023 | Election of Directors: Alison Kenney Paul Director Elections |
Board | For | AGAINST 20 funds |
FOR 12 funds |
| TABOOLA.COM LTD. | May 28, 2024 | To approve an advisory proposal on executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| TANGER INC. | May 17, 2024 | Election of Directors: Luis A. Ubinas Director Elections |
Board | For | AGAINST 11 funds |
FOR 11 funds |
| TE CONNECTIVITY LTD. | March 13, 2024 | Election of eleven (11) director nominees proposed by the Board of Directors: Abhijit Y. Talwalkar Director Elections |
Board | Not determined | AGAINST 21 funds |
FOR 11 funds |
| TECHNIPFMC PLC | April 26, 2024 | 2023 U.K. Directors' Remuneration Report: To approve, as a non-binding advisory resolution, the Company's directors' remuneration report for the year ended December 31, 2023, as reported in the Company's UK. Annual Report and Accounts Compensation |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| TECHNIPFMC PLC | April 26, 2024 | Prospective Directors' Remuneration Policy: To approve the Company's prospective directors' remuneration policy for the three years ending December 31, 2027, in the form presented in the Company's directors' remuneration report for the year ended December 31, 2023 of the Company's U.K. Annual Report and Accounts, such policy to take effect immediately after the conclusion of the 2024 Annual General Meeting of Shareholders Compensation |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| TECHTARGET INC. | June 4, 2024 | To approve an advisory (non-binding) resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| TEJON RANCH CO. | May 14, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| TEJON RANCH CO. | May 14, 2024 | Election of Directors: Geoffrey L. Stack Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| TEJON RANCH CO. | May 14, 2024 | Election of Directors: Norman J. Metcalfe Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Election of directors: Denise R. Singleton Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Election of directors: Simon M. Lorne Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Election of directors: Wesley W. von Schack Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | FOR 24 funds |
AGAINST 14 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Stuart A. Randle Director Elections |
Board | For | AGAINST 24 funds |
FOR 14 funds |
| TERRAN ORBITAL CORP. | May 29, 2024 | Election of Directors: Daniel Staton Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| TERRAN ORBITAL CORP. | May 29, 2024 | Election of Directors: James LaChance Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to approve executive compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | AGAINST 38 funds |
FOR 16 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to approve the redomestication of Tesla from Delaware to Texas by conversion. Extraordinary Transactions |
Board | For | FOR 29 funds |
AGAINST 14 funds |
| TEXAS ROADHOUSE INC. | May 16, 2024 | Say on Pay - An Advisory Vote on the Approval of Executive Compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 13 funds |
| TFS FINANCIAL CORP. | February 22, 2024 | Election of Directors: ANTHONY J. ASHER Director Elections |
Board | For | FOR 3 funds |
AGAINST 6 funds |
| TG THERAPEUTICS INC. | June 14, 2024 | An advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| THE TRADE DESK, INC. | May 28, 2024 | The approval of The Trade Desk, Inc. 2024 Employee Stock Purchase Plan, which is an amendment and restatement of our 2016 Employee Stock Purchase Plan Capital Structure |
Board | For | FOR 9 funds |
AGAINST 11 funds |
| TINGO GROUP INC. | December 29, 2023 | To approve an amendment to the 2020 Equity Incentive Plan of TINGO GROUP (the "2020 Plan") to increase the number of shares of common stock authorized to be issued pursuant to the 2020 Plan from 25,000,000 to 30,000,000: Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| TOWNEBANK | May 22, 2024 | Elect Director W. Ashton Lewis Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 7 funds |
| TOWNSQUARE MEDIA INC. | May 9, 2024 | Approval of the Amended and Restated Townsquare Media, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Anilu Vazquez-Ubarri Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: David Bonderman Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: David Trujillo Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Deborah Messemer Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Ganendran Sarvananthan Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Jack Weingart Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: James Coulter Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Jeffrey Rhodes Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Jonathan Coslet Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Josh Baumgarten Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Kelvin Davis Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Maya Chorengel Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Nehal Raj Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Todd Sisitsky Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Anilu Vazquez-Ubarri Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: David Trujillo Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Ganendran Sarvananthan Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jack Weingart Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: James Coulter Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jeffrey Rhodes Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jon Winkelried Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Josh Baumgarten Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Kelvin Davis Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Nehal Raj Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Todd Sisitsky Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TRANSMEDICS GROUP INC. | May 23, 2024 | Election of Directors: Edward M. Basile Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| TRANSUNION | May 2, 2024 | Election of Directors: Russell P. Fradin Director Elections |
Board | Not determined | AGAINST 9 funds |
FOR 11 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Carl E. Tack, III Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Gregory A. Pratt Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| TREX COMPANY INC. | May 7, 2024 | Election of Directors: James E. Cline Director Elections |
Board | For | AGAINST 11 funds |
FOR 12 funds |
| TURTLE BEACH CORP. | June 11, 2024 | Election of Directors: Julia W. Sze Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| TUTOR PERINI CORP. | May 22, 2024 | Approve the compensation of the Company's named executive officers on an advisory (non-binding) basis. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | AGAINST 22 funds |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: David J. Bronczek Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: John H. Tyson Director Elections |
Board | For | AGAINST 22 funds |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Les R. Baledge Director Elections |
Board | For | AGAINST 22 funds |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Mikel A. Durham Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Noel White Director Elections |
Board | For | AGAINST 22 funds |
FOR 14 funds |
| UFP INDUSTRIES INC. | April 24, 2024 | To consider and vote upon a proposal to approve an Amendment to the Company's Articles of Incorporation to authorize an additional 100,000,000 shares of Common Stock. Capital Structure |
Board | For | FOR 10 funds |
AGAINST 11 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | June 18, 2024 | Approval of the Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| UNITED PARKS & RESORTS INC. | March 25, 2024 | If Proposal 1 is approved, to approve and authorize a new $500.0 million share repurchase program of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path's common stock ownership interest percentage would, as a result of such repurchase, equal or exceed 50% (excluding Hill Path's and its affiliates non-voting derivative positions). Capital Structure |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| UNITED RENTALS INC. | May 9, 2024 | Election of Directors: Larry D. De Shon Director Elections |
Board | Not determined | FOR 25 funds |
AGAINST 14 funds |
| UNITED STATES CELLULAR CORP. | May 21, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| UNITED THERAPEUTICS CORP. | June 26, 2024 | Approval of the amendment and restatement of the United Therapeutics Corporation Amended and Restated 2015 Stock Incentive Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 5, 2024 | Election of Trustees: Marc D. Miller Director Elections |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 13, 2024 | Approval of the Amended and Restated Universal Insurance Holdings, Inc. 2021 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 13, 2024 | Election of twelve directors: Scott P. Callahan Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| URBAN OUTFITTERS INC. | June 5, 2024 | Election of Directors: Margaret A. Hayne Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Dino M. Cusumano Director Elections |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Lee E. Evangelakos Director Elections |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| VAIL RESORTS INC. | December 6, 2023 | Election of Directors: D. Bruce Sewell Director Elections |
Board | For | FOR 11 funds |
AGAINST 13 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Loretta J. Feehan Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Thomas E. Barry Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Phaedra S. Chrousos Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| VARONIS SYSTEMS INC. | June 3, 2024 | To approve the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| VENTYX BIOSCIENCES INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2023 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| VERASTEM INC. | May 23, 2024 | To approve an advisory vote on the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
← Previous Page 10 of 11 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.