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 |
|---|---|---|---|---|---|---|
| MERCHANTS BANCORP | May 16, 2024 | A non-binding, advisory vote on the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 1994 International Employee Stock Purchase Plan to extend the term of the Plan by ten years to November 30, 2034. Compensation |
Board | For | FOR 17 funds |
AGAINST 14 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 2001 Employee Stock Purchase Plan to extend the term of the Plan by ten years to August 31, 2034. Compensation |
Board | For | FOR 17 funds |
AGAINST 14 funds |
| MIDDLEBY CORP. | May 14, 2024 | Election of Directors: Sarah Palisi Chapin Director Elections |
Board | For | AGAINST 11 funds |
FOR 13 funds |
| MILLERKNOLL INC. | October 16, 2023 | Proposal to approve the MillerKnoll, Inc. 2023 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| MIRATI THERAPEUTICS INC. | December 13, 2023 | To approve, by non-binding, advisory vote, compensation that may be paid or become payable by Mirati to its named executive officers in connection with the Merger. Say-on-Pay |
Board | Contested | FOR 9 funds |
AGAINST 6 funds |
| MOBILEYE GLOBAL INC. | June 13, 2024 | Election of Directors: Christine Pambianchi Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| MOBILEYE GLOBAL INC. | June 13, 2024 | Election of Directors: Christoph Schell Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| MOBILEYE GLOBAL INC. | June 13, 2024 | Election of Directors: Patrick P. Gelsinger Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Bill Lyons Director Elections |
Board | For | FOR 9 funds |
AGAINST 12 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Cheryl Francis Director Elections |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Steve Kaplan Director Elections |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| MOTORCAR PARTS OF AMERICA INC. | September 14, 2023 | To vote on an advisory (non-binding) proposal to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| MP MATERIALS CORP. | June 11, 2024 | Advisory vote to approve compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| MUELLER INDUSTRIES INC. | September 26, 2023 | Approve the amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of common stock by 150,000,000 shares. Capital Structure |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| MULLEN AUTOMOTIVE INC. | August 3, 2023 | To approve the conversion of Mullen Automotive Inc. from a Delaware Corporation to a Maryland Corporation; Extraordinary Transactions |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| MULLEN AUTOMOTIVE INC. | August 3, 2023 | To approve, for purposes of complying with Nasdaq Listing Rule 5635(d), amendments to a securities purchase agreement to provide for the issuance of $7 million in additional shares of Common Stock and warrants exercisable into shares of Common Stock, and any future adjustments of the exercise price of the warrants; Capital Structure |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| MURPHY OIL CORP. | May 8, 2024 | Election of Directors: J.V. Kelley Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| MYERS INDUSTRIES INC. | April 25, 2024 | Election of Directors: JEFFREY KRAMER Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| NACCO INDUSTRIES INC. | May 15, 2024 | Proposal to approve, on an advisory basis, NACCO Industries, Inc.'s Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| NATHAN'S FAMOUS INC. | September 12, 2023 | Adoption, on an advisory basis, of a non-binding resolution approving the compensation of the Company's Named Executive Officers, as described in the proxy statement under "Executive Compensation" Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| NATIONAL STORAGE AFFILIATES TRUST | May 13, 2024 | The election of twelve trustees to serve on the Board of Trustees: Mark Van Mourick Director Elections |
Board | For | FOR 16 funds |
AGAINST 10 funds |
| NEUMORA THERAPEUTICS INC. | June 13, 2024 | To elect two Class I directors to hold office until the 2027 annual meeting of stockholders or until their successors are elected: Henry O. Gosebruch Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 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 | AGAINST 12 funds |
FOR 12 funds |
| NEWELL BRANDS INC. | May 9, 2024 | Election of Directors: Bridget Ryan Berman Director Elections |
Board | For | FOR 10 funds |
AGAINST 11 funds |
| NEWMARK GROUP INC. | October 5, 2023 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 9 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 | FOR 2 funds |
AGAINST 2 funds |
| NEXPOINT REAL ESTATE FINANCE INC. | May 7, 2024 | To elect seven directors to serve until the 2025 annual meeting of stockholders: Edward Constantino Director Elections |
Board | For | WITHHOLD 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 | FOR 9 funds |
WITHHOLD 5 funds |
| NICOLET BANKSHARES INC. | May 20, 2024 | Election of Directors: Donald J. Long, Jr. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| NICOLET BANKSHARES INC. | May 20, 2024 | Election of Directors: John N. Dykema Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| NICOLET BANKSHARES INC. | May 20, 2024 | Election of Directors: Susan L. Merkatoris Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| NIKOLA CORP. | August 3, 2023 | The approval of the issuance of our common stock upon the conversion of our 8.00% / 11.00% Series B Convertible Senior PIK Toggle Notes due 2026 and related change of control, for purposes of complying with Nasdaq listing rule 5635, which is contingent on the approval of Proposal 2. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| NIKOLA CORP. | June 5, 2024 | 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 130,000,000 shares, which is contingent on the approval of Proposal 2(a). Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| NIKOLA CORP. | June 5, 2024 | The approval, on a non-binding advisory basis, of the compensation paid by us to our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| NN INC. | May 14, 2024 | Advisory (non-binding) vote to approve the compensation of the named executive officers of NN, Inc. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 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 | FOR 5 funds |
AGAINST 4 funds |
| NRG ENERGY INC. | April 25, 2024 | To elect thirteen directors: E. Spencer Abraham Director Elections |
Board | For | AGAINST 18 funds |
FOR 15 funds |
| NUVECTIS PHARMA INC. | June 13, 2024 | Election of Directors: Matthew Kaplan Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| NVENT ELECTRIC PLC | May 17, 2024 | By Separate Resolutions, Election of Director Nominees: Herbert K. Parker Director Elections |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| OCEAN BIOMEDICAL INC. | August 30, 2023 | Approval of a financing transaction which could result in the issuance of securities that will exceed 20% of our outstanding shares of common stock at a price less than the Minimum Price as defined by and in accordance with Nasdaq Listing Rule 5635(d) (the "Nasdaq Proposal"). Capital Structure |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| OCEANEERING INTERNATIONAL INC. | May 10, 2024 | Election of Directors: Steven A. Webster Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 7 funds |
| OMEROS CORP. | June 6, 2024 | Approval of advisory resolution on executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| ONCTERNAL THERAPEUTICS INC. | June 20, 2024 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in this proxy statement pursuant to the compensation disclosure rules of the Securities and Exchange Commission; and Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| ONEWATER MARINE INC. | February 22, 2024 | Election of Directors: Christopher W. Bodine Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| OPENDOOR TECHNOLOGIES INC. | June 14, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers (Say-on-Pay Vote). Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 9 funds |
| OPENLANE INC. | June 7, 2024 | Election of the other director nominees: Stefan Jacoby Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Advisory approval of the compensation of OptimizeRx's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 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 | AGAINST 2 funds |
FOR 2 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Gregory D. Wasson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: James Lang Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Lynn O'Connor Vos Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Patrick Spangler Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 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 | AGAINST 2 funds |
FOR 5 funds |
| ORMAT TECHNOLOGIES INC. | May 8, 2024 | To approve an amendment and restatement of the Company's 2018 Incentive Compensation Plan to increase the total number of shares reserved thereunder. Compensation |
Board | For | FOR 11 funds |
AGAINST 9 funds |
| OSI SYSTEMS INC. | December 12, 2023 | Approval of Amendment to the Amended and Restated OSI Systems, Inc. 2012 Incentive Award Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| OUTLOOK THERAPEUTICS INC. | March 7, 2024 | To approve the potential issuance in excess of 19.99% of our outstanding common stock in a private placement of shares of common stock and accompanying warrants at less than the "minimum price" under Nasdaq Listing Rule 5635. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| 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 | AGAINST 3 funds |
FOR 2 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | Election of Directors: Marshall Mohr Director Elections |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Election of Directors: Roger B. Porter Director Elections |
Board | For | AGAINST 20 funds |
FOR 15 funds |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Election of Directors: Samuel M. Mencoff Director Elections |
Board | For | AGAINST 20 funds |
FOR 15 funds |
| PALATIN TECHNOLOGIES INC. | June 27, 2024 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers for the fiscal year ended June 30, 2023. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| PARK AEROSPACE CORP. | July 18, 2023 | Election of Directors: Steven T. Warshaw Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| PARK-OHIO HOLDINGS CORP. | May 23, 2024 | Election of Directors: Ronna Romney Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 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 | FOR 2 funds |
AGAINST 2 funds |
| PENN ENTERTAINMENT INC. | June 4, 2024 | Approval, on an advisory basis, of the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 10 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: Cameron W. Kephart Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: Jill F. Schwartz Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: William J. Edwards Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Greg Penske Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Greg Smith Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: H. Brian Thompson Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: John Barr Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Kota Odagiri Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Michael Eisenson Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Ronald Steinhart Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENTAIR PLC | May 7, 2024 | To re-elect director nominees: T. Michael Glenn Director Elections |
Board | For | AGAINST 25 funds |
FOR 14 funds |
| PERDOCEO EDUCATION CORP. | May 23, 2024 | Election of Directors: Leslie T. Thornton Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| PERFICIENT INC. | May 29, 2024 | Election of Directors: Gary M. Wimberly Director Elections |
Board | For | AGAINST 9 funds |
FOR 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 | AGAINST 2 funds |
FOR 7 funds |
| PHYSICIANS REALTY TRUST | February 21, 2024 | Proposal to approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the named executive officers of Physicians Realty Trust in connection with the Company Merger; and Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 11 funds |
| PIEDMONT LITHIUM INC. | June 13, 2024 | Approval of the grant of up to 169,903 stock options to Mr. Keith Phillips. Compensation |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| PIEDMONT LITHIUM INC. | June 13, 2024 | Approval of the grant of up to 257,442 performance stock units to Mr. Keith Phillips. Compensation |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| PIEDMONT LITHIUM INC. | June 13, 2024 | Approval of the grant of up to 64,362 restricted stock units to Mr. Keith Phillips. Compensation |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| PIEDMONT LITHIUM INC. | June 13, 2024 | Approval of, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| PINTEREST INC. | May 23, 2024 | Approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 14 funds |
| PITNEY BOWES INC. | May 6, 2024 | Approval of the Pitney Bowes Inc. 2024 Stock Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| PLIANT THERAPEUTICS INC. | June 13, 2024 | To approve, by non-binding advisory vote, the resolution approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| PLUG POWER INC. | June 5, 2024 | Election of Class I Directors: Maureen O. Helmer Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| PONCE FINANCIAL GROUP INC. | June 13, 2024 | Election of Directors for term ending in 2027: James C. Demetriou Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PONCE FINANCIAL GROUP INC. | June 13, 2024 | Election of Directors for term ending in 2027: Nick R. Lugo Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PRAXIS PRECISION MEDICINES INC. | June 5, 2024 | To approve, on an advisory (non-binding) basis, the compensation of the named executive officers as disclosed in the Company's proxy statement for the 2024 Annual Meeting of Stockholders pursuant to the applicable compensation disclosure rules of the SEC, including the compensation tables and narrative discussion. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: Beverly A. Cummings Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: H. Gifford Fong 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 | WITHHOLD 2 funds |
FOR 2 funds |
| PRIMERICA INC. | May 8, 2024 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| PROKIDNEY CORP. | May 30, 2024 | Election of Directors: Jennifer Fox Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| PROKIDNEY CORP. | May 30, 2024 | Election of Directors: Jose Ignacio Jimenez Santos Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| PROSPERITY BANCSHARES INC. | April 16, 2024 | Advisory approval of the compensation of the Company's named executive officers (Say-On-Pay). Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 13 funds |
| PROTO LABS INC. | May 23, 2024 | Election of Directors: Sujeet Chand Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 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.