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 |
|---|---|---|---|---|---|---|
| VIEMED HEALTHCARE INC. | June 6, 2024 | To consider and, if thought appropriate, to pass an ordinary resolution (the text of which is disclosed in Section 10(iv) of the Management Information and Proxy Circular) to ratify, confirm and approve the 2024 Long Term Incentive Plan of the Corporation, as more particularly described in the Management Information and Proxy Circular. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| VIKING THERAPEUTICS INC. | May 21, 2024 | TO APPROVE OUR 2024 EQUITY INCENTIVE PLAN. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| VIRGIN GALACTIC HOLDINGS INC. | June 12, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 3 funds |
| VIRTUS INVESTMENT PARTNERS INC. | May 15, 2024 | To approve an amendment to the Company's Amended and Restated Omnibus Incentive and Equity Plan to increase the number of shares available for issuance by 455,000 shares. Compensation |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Daniel J. O'Leary Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Egon Durban Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Michael Dell Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Beatriz R. Perez Director Elections |
Board | For | FOR 25 funds |
AGAINST 13 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 35 funds |
AGAINST 15 funds |
| WALMART INC. | June 5, 2024 | Election of Directors: Thomas W. Horton Director Elections |
Board | For | AGAINST 26 funds |
FOR 14 funds |
| WALT DISNEY CO. | April 3, 2024 | Consideration of an advisory vote to approve Company's executive compensation. Say-on-Pay |
Board | Contested | AGAINST 34 funds |
FOR 14 funds |
| WARRIOR MET COAL INC. | April 25, 2024 | MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | AGAINST 14 funds |
FOR 8 funds |
| WEST BANCORPORATION INC. | April 25, 2024 | To approve an amendment to the West Bancorporation, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| WEYCO GROUP INC. | May 7, 2024 | Approval of the Weyco Group, Inc. 2024 Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| WHIRLPOOL CORP. | April 16, 2024 | Election of Directors: Samuel R. Allen Director Elections |
Board | For | AGAINST 19 funds |
FOR 15 funds |
| WIDEOPENWEST INC. | May 9, 2024 | Election of Directors: Phil Seskin Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| WILLDAN GROUP INC. | June 13, 2024 | Approval of an amendment to our 2008 Performance Incentive Plan (the "2008 Plan"), including an increase in the number of shares available for grant under the 2008 Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| WILLIAMS-SONOMA INC. | May 29, 2024 | An advisory vote to approve executive compensation Say-on-Pay |
Board | For | AGAINST 23 funds |
FOR 14 funds |
| WORKHORSE GROUP INC. | May 14, 2024 | Proposal to approve, for the purposes of Nasdaq Listing Rule 5635(D), the proposed issuance of the maximum number of shares of our common stock underlying our (A) senior secured convertible notes and (B) warrants to purchase common stock Capital Structure |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| WORKIVA INC. | May 30, 2024 | Election of Directors: Robert H. Herz Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 6 funds |
| WW INTERNATIONAL INC. | May 9, 2024 | Advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| XCEL ENERGY INC. | May 22, 2024 | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote) Say-on-Pay |
Board | For | FOR 30 funds |
AGAINST 15 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Bernardo Amaral Botelho as a director. Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Bruno Constantino Alexandre dos Santos as a director. Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Gabriel Klas da Rocha Leal as a director. Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Guilherme Dias Fernandes Benchimol as a director. Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Martin Emiliano Escobari Lifchitz as an independent director. Director Elections |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| ZEBRA TECHNOLOGIES CORP. | May 9, 2024 | Advisory vote to approve Named Executive Officers' compensation. Say-on-Pay |
Board | Not determined | FOR 28 funds |
AGAINST 16 funds |
| ZIMMER BIOMET HOLDINGS INC. | May 10, 2024 | Election of Directors: Sreelakshmi Kolli Director Elections |
Board | For | FOR 24 funds |
AGAINST 15 funds |
| ZUORA INC. | June 27, 2024 | To approve the issuance of the maximum number of shares of our Class A common stock upon (i) conversion of $400,000,000 aggregate principal amount of our 3.95% / 15.50% Convertible Senior PIK Toggle Notes due 2029 under the related indenture and (ii) exercise of warrants to acquire up to 7,500,000 shares of our Class A common stock. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| ZUORA INC. | June 27, 2024 | To approve, on a non-binding advisory basis, the compensation paid by us to our named executive officers as disclosed in the proxy materials. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 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.