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 |
|---|---|---|---|---|---|---|
| IGM BIOSCIENCES INC. | June 11, 2024 | Approval of a stock option exchange program for employees (excluding our chief executive officer and non-employee directors). Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| IHEARTMEDIA INC. | June 5, 2024 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| ILLINOIS TOOL WORKS INC. | May 3, 2024 | Election of Directors: Pamela B. Strobel Director Elections |
Board | For | AGAINST 24 funds |
FOR 16 funds |
| INGERSOLL RAND INC. | June 13, 2024 | Election of Directors: Kirk E. Arnold Director Elections |
Board | For | AGAINST 20 funds |
FOR 13 funds |
| INNOVATE CORP. | June 18, 2024 | To approve an amendment to the Certificate of Incorporation to increase the number of authorized shares of the Common Stock from 160,000,000 to 250,000,000 shares (the "Authorized Share Proposal"). Capital Structure |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| INNOVATIVE INDUSTRIAL PROPERTIES INC. | May 15, 2024 | Approval on a non-binding advisory basis of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 8 funds |
| INOVIO PHARMACEUTICALS INC. | May 21, 2024 | To approve, on a non-binding advisory basis, the resolution regarding compensation of our named executive officers described in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Paul J. Brody Director Elections |
Board | For | AGAINST 12 funds |
FOR 14 funds |
| INTERDIGITAL INC. | June 5, 2024 | Election of Directors: John D. Markley, Jr. Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| INTEVAC INC. | May 15, 2024 | Proposal to approve an amendment to the Intevac 2020 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 900,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| INTUITIVE SURGICAL INC. | April 25, 2024 | The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 23 funds |
AGAINST 15 funds |
| INVESCO LTD. | May 23, 2024 | Election of Directors: William F. Glavin, Jr. Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| IQVIA HOLDINGS INC. | April 16, 2024 | The election of six directors: Todd B. Sisitsky Director Elections |
Board | For | AGAINST 21 funds |
FOR 15 funds |
| IRHYTHM TECHNOLOGIES INC. | May 29, 2024 | To approve, on a non-binding advisory basis, the named executive officer compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| IROBOT CORP. | October 12, 2023 | To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to iRobot's named executive officers in connection with the merger; and Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: Brent Cox Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: Christopher Robert Burch Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: Jiangyan Zhu Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: John Fargis Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| IVERIC BIO INC. | July 6, 2023 | To approve, by non-binding, advisory vote, compensation that may be paid or become payable by IVERIC to its named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| JETBLUE AIRWAYS CORP. | May 17, 2024 | To approve, on an advisory basis, the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| JUNIPER NETWORKS INC. | June 4, 2024 | Election of Directors: Anne DelSanto Director Elections |
Board | For | AGAINST 24 funds |
FOR 14 funds |
| KARUNA THERAPEUTICS INC. | March 12, 2024 | To approve, on an advisory, non-binding basis, certain compensation that will or may be paid by Karuna to its named executive officers that is based on or otherwise relates to the merger of Merger Sub with and into Karuna pursuant to the merger agreement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 12 funds |
| KARYOPHARM THERAPEUTICS INC. | May 29, 2024 | To approve a one-time stock option exchange program for non-executive officer employees. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| KB HOME | April 18, 2024 | Election of Directors: Arthur R. Collins Director Elections |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| KB HOME | April 18, 2024 | Election of Directors: Jodeen A. Kozlak Director Elections |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| KEYSIGHT TECHNOLOGIES INC. | March 21, 2024 | Elect three directors to a 3-year term: Charles J. Dockendorff Director Elections |
Board | For | AGAINST 21 funds |
FOR 15 funds |
| KEYSIGHT TECHNOLOGIES INC. | March 21, 2024 | Elect three directors to a 3-year term: Ronald S. Nersesian Director Elections |
Board | For | AGAINST 21 funds |
FOR 15 funds |
| KEZAR LIFE SCIENCES INC. | June 18, 2024 | Advisory vote on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| KIMBALL ELECTRONICS INC. | November 17, 2023 | To approve the Kimball Electronics, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Andrew Bialecki Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 3 funds |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Ping Li Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 3 funds |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Tony Weisman Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 3 funds |
| KNOWLES CORP. | April 30, 2024 | Approval of the Second Amended and Restated 2018 Equity and Cash Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Andrew D. Sandifer Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: David L. Motley Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Louis L. Testoni Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Sonja M. Wilkerson Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Xudong Feng, Ph.D. Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| KURA ONCOLOGY INC. | June 5, 2024 | Approval of an amendment to our Amended and Restated 2014 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| KURA ONCOLOGY INC. | June 5, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers during the year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| LADDER CAPITAL CORP | June 6, 2024 | Approval of a non-binding, advisory resolution to approve our executive compensation (''Say on Pay'') Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| LAKELAND FINANCIAL CORP. | April 9, 2024 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 7 funds |
| LENNAR CORP. | April 10, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 29 funds |
AGAINST 14 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Amy Banse Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Armando Olivera Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Jeffrey Sonnenfeld Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Serena Wolfe Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Sherrill W. Hudson Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Sidney Lapidus Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Theron (Tig) Gilliam Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LEVI STRAUSS & CO. | April 24, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| LEXEO THERAPEUTICS INC. | June 25, 2024 | The election of Mette Kirstine Agger as the Class I director: Mette Kirstine Agger Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| LIBERTY LATIN AMERICA LTD. | May 21, 2024 | To approve, on an advisory basis, the compensation of our named executive officers as described in the proxy statement under the heading "Executive Officers and Directors Compensation;" and Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| LINDBLAD EXPEDITIONS HOLDINGS INC. | June 4, 2024 | The approval, on an advisory basis, of the 2023 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| LINEAGE CELL THERAPEUTICS INC. | September 6, 2023 | To approve an amendment to the Lineage Cell Therapeutics, Inc. 2021 Equity Incentive Plan to increase the number of common shares available thereunder by 19,500,000. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LIONS GATE ENTERTAINMENT CORP. | November 28, 2023 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | November 28, 2023 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| LIQUIDITY SERVICES INC. | February 29, 2024 | Election of Directors: Katharin S. Dyer Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| LIVERAMP HOLDINGS INC. | August 15, 2023 | Approval of an increase in the number of shares available for issuance under the Company's Amended and Restated 2005 Equity Compensation Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| LOEWS CORP. | May 14, 2024 | Election of Directors: Ann E. Berman Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| LOEWS CORP. | May 14, 2024 | Election of Directors: Charles M. Diker Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| LOEWS CORP. | May 14, 2024 | Election of Directors: Walter L. Harris Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| LOVESAC CO. | June 11, 2024 | To approve Amendment No. 2 of the Second Amended and Restated 2017 Equity Incentive Plan that increases the number of shares reserved for issuance thereunder by 1,100,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LSB INDUSTRIES INC. | May 23, 2024 | Election of Directors: Barry H. Golsen Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| LSB INDUSTRIES INC. | May 23, 2024 | Election of Directors: Richard W. Roedel Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| LUCID GROUP INC. | June 4, 2024 | To approve the amendment and restatement of the Lucid Group, Inc. Second Amended and Restated 2021 Stock Incentive Plan Compensation |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| LUMENTUM HOLDINGS INC. | November 17, 2023 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 12 funds |
| LUMINAR TECHNOLOGIES INC. | June 5, 2024 | Approve, on an advisory (non-binding) basis, the compensation of Luminar Technologies, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| MACROGENICS INC. | May 21, 2024 | To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials. Compensation |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| MADISON SQUARE GARDEN ENTERTAINMENT CORP. | December 6, 2023 | Approval of the Company's 2023 Employee Stock Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| MADISON SQUARE GARDEN ENTERTAINMENT CORP. | December 6, 2023 | Approval of the Company's 2023 Stock Plan for Non-Employee Directors. Compensation |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| MADRIGAL PHARMACEUTICALS INC. | June 25, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| MADRIGAL PHARMACEUTICALS INC. | June 25, 2024 | Re-election of Class II directors: Rebecca Taub, M.D. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| MAGNOLIA OIL & GAS CORP. | May 7, 2024 | Election of Directors: Arcilia C. Acosta Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 9 funds |
| MANHATTAN ASSOCIATES INC. | May 23, 2024 | Election of Directors: Deepak Raghavan Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| MANHATTAN ASSOCIATES INC. | May 23, 2024 | Election of Directors: Linda T. Hollembaek Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| MAPLEBEAR INC. | May 29, 2024 | To elect the following Class I director nominees: Fidji Simo Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Benjamin Daverman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Carl Hull Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Constantine Mihas Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Susannah Gray Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| MARCUS & MILLICHAP INC. | May 2, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| MARINEMAX INC. | February 22, 2024 | Election of Directors, each to serve for a three-year term expiring in 2027: Charles R. Oglesby Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| MARINEMAX INC. | February 22, 2024 | Election of Directors, each to serve for a three-year term expiring in 2027: William H. McGill Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| MARINUS PHARMACEUTICALS INC. | May 22, 2024 | Approval of the Marinus Pharmaceuticals, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| MARQETA INC. | June 13, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| MARRIOTT INTERNATIONAL INC. | May 10, 2024 | ELECTION OF 12 DIRECTORS: David S. Marriott Director Elections |
Board | For | AGAINST 21 funds |
FOR 12 funds |
| MARRIOTT INTERNATIONAL INC. | May 10, 2024 | ELECTION OF 12 DIRECTORS: Deborah M. Harrison Director Elections |
Board | For | AGAINST 21 funds |
FOR 12 funds |
| MARTEN TRANSPORT LTD. | May 7, 2024 | Election of Directors: Jerry M. Bauer Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| MARTEN TRANSPORT LTD. | May 7, 2024 | Election of Directors: Larry B. Hagness Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| MARTEN TRANSPORT LTD. | May 7, 2024 | Election of Directors: Robert L. Demorest Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| MARTEN TRANSPORT LTD. | May 7, 2024 | Election of Directors: Thomas J. Winkel Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| MASCO CORP. | May 10, 2024 | Election of Directors: John C. Plant Director Elections |
Board | For | FOR 21 funds |
AGAINST 15 funds |
| MBIA INC. | May 2, 2024 | Election of Directors: Steven J. Gilbert Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| MBIA INC. | May 2, 2024 | To approve, on an advisory basis, executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: C. Reynolds Thompson, III Director Elections |
Board | For | FOR 12 funds |
AGAINST 13 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | FOR 12 funds |
AGAINST 13 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: Michael G. Stewart Director Elections |
Board | For | FOR 12 funds |
AGAINST 13 funds |
| MERCER INTERNATIONAL INC. | May 31, 2024 | Election of Directors: Torbjorn Loof Director Elections |
Board | For | AGAINST 5 funds |
FOR 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.