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 |
|---|---|---|---|---|---|---|
| ENSTAR GROUP LTD. | June 6, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| ENTEGRIS INC. | April 24, 2024 | Election of Directors: Azita Saleki-Gerhardt Director Elections |
Board | For | AGAINST 4 funds |
FOR 13 funds |
| ENTEGRIS INC. | April 24, 2024 | Election of Directors: David Reeder Director Elections |
Board | For | AGAINST 4 funds |
FOR 13 funds |
| ENTERPRISE BANCORP INC. | May 7, 2024 | Election of the following five directors of the Company, each to serve for a three-year term expiring at the 2027 annual meeting of shareholders or until their respective successors are duly elected and qualified, or until their earlier resignation, death or removal from office: Gino J. Baroni Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| ENVIRI CORP. | April 18, 2024 | Election of Directors: C. I. Haznedar Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| ENVIRI CORP. | April 18, 2024 | Election of Directors: D. C. Everitt Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| EOS ENERGY ENTERPRISES INC. | May 1, 2024 | Non-binding advisory vote to approve our named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| EPR PROPERTIES | May 29, 2024 | Election of Trustees: James B. Connor Director Elections |
Board | For | AGAINST 14 funds |
FOR 11 funds |
| EQRX INC. | November 8, 2023 | To approve, on a non-binding, advisory basis, the compensation that will or may be payable to EQRX's named executive officers that is based on or otherwise relates to the transactions contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| ESTEE LAUDER COMPANIES INC. | November 17, 2023 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 30 funds |
AGAINST 17 funds |
| EVERQUOTE INC. | June 6, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| EVERTEC INC. | May 23, 2024 | Election of directors: Virginia Gambale Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| EVOLUS INC. | June 6, 2024 | The approval of the Evolus Inc. 2024 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| EXP WORLD HOLDINGS INC. | May 13, 2024 | Election of Directors: Monica Weakley Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Barry Diller Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 14 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Julie Whalen Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 14 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Peter Kern Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 14 funds |
| EXTREME NETWORKS INC. | November 8, 2023 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 5,000,000 shares of our common stock to those reserved for issuance under the plan; and Compensation |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| EXXON MOBIL CORP. | May 29, 2024 | Election of Directors: Joseph L. Hooley Director Elections |
Board | For | FOR 24 funds |
AGAINST 14 funds |
| EYEPOINT PHARMACEUTICALS INC. | June 20, 2024 | To approve an amendment to the EyePoint Pharmaceuticals, Inc. 2023 Long-Term Incentive Plan to (i) increase the number of shares of common stock authorized for issuance thereunder by 4,000,000 shares and (ii) increase the individual non-employee director compensation limit contained therein to $850,000 for ongoing directors in any calendar year and $1,100,000 for new directors in any calendar year. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| FASTLY INC. | June 12, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 6 funds |
| FATE THERAPEUTICS INC. | June 7, 2024 | Election of Class II Directors: William H. Rastetter, Ph.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 5 funds |
| FATE THERAPEUTICS INC. | June 7, 2024 | To approve the amendment and restatement of the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| FIBROGEN INC. | June 5, 2024 | To approve the FibroGen, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| FIDELITY NATIONAL FINANCIAL INC. | June 12, 2024 | Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| FIDELITY NATIONAL INFORMATION SERVICES INC. | June 5, 2024 | Election of Directors: Gary L. Lauer Director Elections |
Board | For | AGAINST 24 funds |
FOR 16 funds |
| FIDELITY NATIONAL INFORMATION SERVICES INC. | June 5, 2024 | Election of Directors: Jeffrey A. Goldstein Director Elections |
Board | For | AGAINST 24 funds |
FOR 16 funds |
| FIGS INC. | June 5, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| FIRST ADVANTAGE CORP. | June 7, 2024 | To elect the three Class III director nominees listed in the Proxy Statement: John Rudella Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| FIRST ADVANTAGE CORP. | June 7, 2024 | To elect the three Class III director nominees listed in the Proxy Statement: Joseph Osnoss Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| FIRST BANCORP | May 23, 2024 | Election of Directors: Juan Acosta Reboyras Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| FIRST HORIZON CORP. | April 23, 2024 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| FIRST WESTERN FINANCIAL INC. | June 5, 2024 | Advisory, non-binding vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| FISKER INC. | August 30, 2023 | To approve, for purposes of the rules of the New York Stock Exchange, the potential issuance of more than 19.99% of the Company's outstanding shares of Class A Common Stock, par value $0.00001 per share (the "Class A Common Stock"), in the Transaction. Capital Structure |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| FISKER INC. | March 5, 2024 | To approve, for purposes of the rules of the New York Stock Exchange, the potential issuance of more than 19.99% of the Company's outstanding shares of Class A Common Stock, par value $0.00001 per share (the "Class A Common Stock"), upon conversion of the Incremental Notes. Capital Structure |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| FLOOR & DECOR HOLDINGS INC. | May 8, 2024 | Election of Directors: Felicia Thorton Director Elections |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Louis C. Grassi Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Michael A. Azarian Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: Alexandra Ford English Director Elections |
Board | Not determined | AGAINST 22 funds |
FOR 13 funds |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | Not determined | AGAINST 22 funds |
FOR 13 funds |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: William Clay Ford, Jr. Director Elections |
Board | Not determined | AGAINST 22 funds |
FOR 13 funds |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: William E. Kennard Director Elections |
Board | Not determined | FOR 22 funds |
AGAINST 13 funds |
| FORGE GLOBAL HOLDINGS INC. | June 12, 2024 | The approval, on a non-binding advisory basis, of the compensation paid to the named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| FORMFACTOR INC. | May 17, 2024 | Election of Directors: Jorge Titinger Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| FORTREA HOLDINGS | May 14, 2024 | Advisory vote to approve compensation for our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 6 funds |
| FTAI INFRASTRUCTURE INC. | May 29, 2024 | Election of Director: Ray M. Robinson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| FTI CONSULTING INC. | June 5, 2024 | Election of Directors: Mark S. Bartlett Director Elections |
Board | For | AGAINST 10 funds |
FOR 12 funds |
| FUBOTV INC. | June 18, 2024 | Approval, in accordance with Section 312.03 of the NYSE Listed Company Manual, of the full settlement of conversions in Common Stock of the Company's Convertible Senior Secured Notes due 2029; Capital Structure |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| FULL HOUSE RESORTS INC. | May 9, 2024 | Election of Directors: Michael A. Hartmeier Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| GAN LTD. | February 13, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to GAN Limited's named executive officers in connection with the merger. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| GARMIN LTD. | June 7, 2024 | Re-election of five directors and election of one new director: Jonathan C. Burrell Director Elections |
Board | For | FOR 24 funds |
AGAINST 13 funds |
| GCM GROSVENOR INC. | June 6, 2024 | Advisory, non-binding vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| GENERAC HOLDINGS INC. | June 13, 2024 | Election of Class III Directors: Robert D. Dixon Director Elections |
Board | For | AGAINST 20 funds |
FOR 15 funds |
| GENIE ENERGY LTD. | May 8, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| GENIE ENERGY LTD. | May 8, 2024 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| GENIE ENERGY LTD. | May 8, 2024 | Election of Directors: Joyce J. Mason Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| GEO GROUP INC. | May 3, 2024 | Election of Directors: Terry Mayotte Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| GEOPARK LTD. | July 19, 2023 | To re-elect Sylvia Escovar Gomez as a Director of the Company to serve until the next Annual General Meeting. Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| GEVO INC. | May 21, 2024 | To cast an advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| GLAUKOS CORP. | May 30, 2024 | Approval of the Glaukos Corporation Amended and Restated 2015 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| GLIMPSE GROUP INC. | December 15, 2023 | To hold an advisory vote on executive compensation (the "Say-on-Pay Proposal") Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 5, 2024 | Election of four Class II directors: Alexander Drummond Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 5, 2024 | Election of four Class II directors: James Bush Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 5, 2024 | Election of four Class II directors: Mohammed Saif Al-Sowaidi Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| GLOBAL NET LEASE INC. | May 23, 2024 | Approval, on an advisory, non-binding basis, of the compensation paid to the Company's named executive officers identified in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 10 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | FOR 23 funds |
AGAINST 16 funds |
| GOOSEHEAD INSURANCE INC. | May 6, 2024 | Non-binding and advisory resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| GRACO INC. | April 26, 2024 | Election of Directors: Archie C. Black Director Elections |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| GREAT LAKES DREDGE & DOCK CORP. | May 9, 2024 | Election of Directors: Kathleen M. Shanahan Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 7 funds |
| HACKETT GROUP INC. | May 2, 2024 | Election of Directors: David N. Dungan Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| HACKETT GROUP INC. | May 2, 2024 | Election of Directors: Maria A. Bofill Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| HALLADOR ENERGY CO. | May 30, 2024 | Approve, on an Advisory Basis, the Named Executive Officers' Compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| HALLADOR ENERGY CO. | May 30, 2024 | Election of six Directors for a one-year term: Bryan H. Lawrence Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| HALLADOR ENERGY CO. | May 30, 2024 | Election of six Directors for a one-year term: David C. Hardie Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| HANOVER INSURANCE GROUP INC. | May 14, 2024 | Election of three Directors, each for a three-year term: Cynthia L. Egan Director Elections |
Board | For | AGAINST 13 funds |
FOR 9 funds |
| HANOVER INSURANCE GROUP INC. | May 14, 2024 | Election of three Directors, each for a three-year term: Kathleen S. Lane Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| HARBORONE BANCORP INC. | May 15, 2024 | A non-binding advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | To approve, by advisory vote, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 12 funds |
| HASHICORP INC. | June 25, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| HAYNES INTERNATIONAL INC. | April 16, 2024 | To approve, on an advisory, non-binding, basis, the compensation that may be paid or become payable to Haynes' named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| HEIDRICK & STRUGGLES INTERNATIONAL INC. | May 23, 2024 | Approval of the Fifth Amended and Restated Heidrick & Struggles 2012 GlobalShare Program. Compensation |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| HERON THERAPEUTICS INC. | June 13, 2024 | To amend the 2007 Plan to increase the number of shares of common stock authorized for issuance thereunder by 7,500,000 from 39,190,000 to 46,690,000. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| HERON THERAPEUTICS INC. | June 13, 2024 | To approve, on a nonbinding advisory basis, compensation paid to our Named Executive Officers during the fiscal year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| HERSHA HOSPITALITY TRUST | November 8, 2023 | To consider and vote on a proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers in connection with the Company Merger. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| HEXCEL CORP. | May 2, 2024 | Election of Directors: Cynthia M. Egnotovich Director Elections |
Board | For | AGAINST 15 funds |
FOR 11 funds |
| HIPPO HOLDINGS INC. | June 4, 2024 | Elect three Class III directors for a three-year term: Assaf Wand Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| HIPPO HOLDINGS INC. | June 4, 2024 | Elect three Class III directors for a three-year term: Sandra Wijnberg Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| HMC CAPITAL LTD. | November 15, 2023 | Approve Employee Equity Plan Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| HOME BANCORP INC. | May 7, 2024 | Election of Directors: John A. Hendry - one-year term expiring in 2025 Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| HOME BANCSHARES INC. | April 18, 2024 | Election of Directors: Jim Rankin, Jr. Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| HOVNANIAN ENTERPRISES INC. | March 21, 2024 | Approval of the Third Amended and Restated 2020 Hovnanian Enterprises, Inc. Stock Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| HUDSON TECHNOLOGIES INC. | June 12, 2024 | To approve the 2024 Stock Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| IAC INC. | June 11, 2024 | Election of Directors: Alexander von Furstenberg Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| IAC INC. | June 11, 2024 | Election of Directors: Barry Diller Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| IAC INC. | June 11, 2024 | Election of Directors: Bonnie S. Hammer Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| IAC INC. | June 11, 2024 | Election of Directors: David Rosenblatt Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 11 funds |
| IAC INC. | June 11, 2024 | Election of Directors: Victor A. Kaufman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| IAC INC. | June 11, 2024 | To approve a non-binding advisory vote on IAC's 2023 executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| IBIO INC. | November 27, 2023 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers ("say-on-pay"). Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| IDEXX LABORATORIES INC. | May 6, 2024 | Election of Directors (Proposal One): Sam Samad Director Elections |
Board | For | AGAINST 28 funds |
FOR 15 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.