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 |
|---|---|---|---|---|---|---|
| PULMONX CORP. | May 16, 2024 | To conduct a non-binding advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| PULSE BIOSCIENCES INC. | December 19, 2023 | Subject to approval of Proposal 1, to ratify options awarded under the Plan on November 1, 2023 to acquire up to 1,505,000 shares of the Company's common stock. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| PULTEGROUP INC. | May 6, 2024 | Election of Directors: Bryce Blair Director Elections |
Board | For | FOR 20 funds |
AGAINST 13 funds |
| PURE CYCLE CORP. | January 17, 2024 | Approve the Pure Cycle Corporation 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| PURPLE INNOVATION INC. | June 11, 2024 | Election of Directors: Adam L. Gray Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| PURPLE INNOVATION INC. | June 11, 2024 | Election of Directors: D. Scott Peterson Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| PURPLE INNOVATION INC. | June 11, 2024 | Election of Directors: Gary T. DiCamillo Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| QUANTUM COMPUTING INC. | November 7, 2023 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| QUANTUM-SI INC. | May 15, 2024 | To approve, by a non-binding, advisory vote, of the compensation of our named executive officers, as described in our proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| QUANTUMSCAPE CORP. | June 11, 2024 | To approve, on a non-binding advisory basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| QUOTIENT TECHNOLOGY INC. | August 3, 2023 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement in accordance with Securities and Exchange Commission rules. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| QUOTIENT TECHNOLOGY INC. | September 1, 2023 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Quotient Technology Inc.'s named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| RAMBUS INC. | April 25, 2024 | Election of Directors: Charles Kissner Director Elections |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| RANPAK HOLDINGS CORP. | May 23, 2024 | Company Proposal - Approval of a non-binding advisory resolution approving the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| RAYMOND JAMES FINANCIAL INC. | February 22, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| RED RIVER BANCSHARES INC. | May 2, 2024 | Election of Directors: Teddy R. Price Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| RED ROBIN GOURMET BURGERS INC. | May 23, 2024 | Approval of the 2024 Performance Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| REGIONAL MANAGEMENT CORP. | May 16, 2024 | Approval of the Regional Management Corp. 2024 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| RELMADA THERAPEUTICS INC. | May 24, 2024 | To provide an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| RENAISSANCERE HOLDINGS LTD. | May 13, 2024 | To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| RESIDEO TECHNOLOGIES INC. | June 5, 2024 | Election of Directors: Brian Kushner Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| RESIDEO TECHNOLOGIES INC. | June 5, 2024 | Election of Directors: Jack Lazar Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| RESIDEO TECHNOLOGIES INC. | June 5, 2024 | Election of Directors: Roger Fradin Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| REV GROUP INC. | February 29, 2024 | Election of Class I Directors: Charles Dutil Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| REV GROUP INC. | February 29, 2024 | Election of Class I Directors: Jean Marie Canan Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Melanie Cox Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 4 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: Charles A. Elcan Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: Edward M. Kress Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: Mervyn L. Alphonso Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: Stuart A. Rose Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | Election of Directors: Allen P. Hugli Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 13 funds |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | Election of Directors: Helen Golding Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 13 funds |
| RIBBON COMMUNICATIONS INC. | June 4, 2024 | Election of Directors: Bruns H. Grayson Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| RIBBON COMMUNICATIONS INC. | June 4, 2024 | Election of Directors: Richard W. Smith Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| RIBBON COMMUNICATIONS INC. | June 4, 2024 | Election of Directors: Shaul Shani Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| RIMINI STREET INC. | June 6, 2024 | Election of Class I Director: Jack L. Acosta Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| RINGCENTRAL INC. | December 29, 2023 | To approve, on an advisory, non-binding basis, the named executive officers' compensation, as disclosed in the proxy statement (Proposal Three). Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 9 funds |
| RIVIAN AUTOMOTIVE INC. | June 18, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 9 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: Naveen Yalamanchi, M.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: R. Keith Woods Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| ROOT INC. | June 5, 2024 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| ROSS STORES INC. | May 22, 2024 | Advisory vote to approve the resolution on the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 34 funds |
AGAINST 15 funds |
| RUMBLE INC. | June 14, 2024 | Approve the Rumble Inc. 2024 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| RUMBLEON INC. | July 14, 2023 | To approve an amendment to the RumbleOn, Inc. 2017 Stock Incentive Plan (the "Plan") to increase the number of shares of Class B common stock authorized for issuance under the Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| SAGA COMMUNICATIONS INC. | May 13, 2024 | To approve, by a non-binding advisory vote, a resolution approving the compensation of our named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | April 3, 2024 | Election of Directors: Vanitha Narayanan Director Elections |
Board | For | FOR 25 funds |
AGAINST 12 funds |
| SCHNITZER STEEL INDUSTRIES INC. | January 30, 2024 | To approve the Radius Recycling, Inc. 2024 Omnibus Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 23, 2023 | Determine the Price Range for the Re-allotment of Treasury Shares under Irish law. Capital Structure |
Board | For | FOR 17 funds |
AGAINST 11 funds |
| SEI INVESTMENTS CO. | May 29, 2024 | Election of Directors: Carmen V. Romeo Director Elections |
Board | For | AGAINST 19 funds |
FOR 12 funds |
| SEI INVESTMENTS CO. | May 29, 2024 | To approve, on an advisory basis, the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 27 funds |
AGAINST 13 funds |
| SELLAS LIFE SCIENCES GROUP INC. | June 20, 2024 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SEMPRA | May 9, 2024 | Election of the following nine director nominees: Michael N. Mears Director Elections |
Board | Not determined | AGAINST 21 funds |
FOR 12 funds |
| SENSEONICS HOLDINGS INC. | May 22, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in this proxy statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SERITAGE GROWTH PROPERTIES | June 5, 2024 | An advisory, non-binding resolution to approve the Company's executive compensation program for our named executive officers, as described in the proxy statement; and Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Election of Directors: Alan R. Buckwalter Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Election of Directors: Anthony L. Coelho Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Election of Directors: Marcus A. Watts Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Election of Directors: Victor L. Lund Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| SERVICENOW INC. | May 23, 2024 | Election of Directors: Anita M. Sands Director Elections |
Board | For | AGAINST 26 funds |
FOR 13 funds |
| SERVICENOW INC. | May 23, 2024 | Election of Directors: Susan L. Bostrom Director Elections |
Board | For | AGAINST 26 funds |
FOR 13 funds |
| SHERWIN-WILLIAMS CO. | April 17, 2024 | Election of Directors: Arthur F. Anton Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| SHERWIN-WILLIAMS CO. | April 17, 2024 | Election of Directors: Christine A. Poon Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| SHOCKWAVE MEDICAL INC. | May 29, 2024 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Shockwave's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 10 funds |
| SILK ROAD MEDICAL INC. | June 18, 2024 | To approve, on an advisory basis, our executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | June 5, 2024 | Approval of executive compensation in an advisory, non-binding vote. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| SINCLAIR INC. | June 11, 2024 | Approval, by non-binding advisory vote, on our executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| SIRIUSPOINT LTD. | May 20, 2024 | Election of Directors (Class II): Daniel S. Loeb Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| SITIME CORP. | May 30, 2024 | Election of Directors: Edward H. Frank Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 4 funds |
| SITIME CORP. | May 30, 2024 | Election of Directors: Tom D. Yiu Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| SITIME CORP. | May 30, 2024 | To approve, on an advisory basis, the compensation of SiTime's named executive officers as disclosed in SiTime's proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| SKYWEST INC. | May 7, 2024 | Election of Directors: James L. Welch Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| SL GREEN REALTY CORP. | June 3, 2024 | To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 10 funds |
| SLEEP NUMBER CORP. | May 21, 2024 | Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 1,500,000 shares Compensation |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: B. Scott Smith Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: Michael Hodge Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: William R. Brooks Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| SOUTHERN FIRST BANCSHARES INC. | May 21, 2024 | To conduct an advisory vote on the compensation of our named executive officers as disclosed in this proxy statement (this is a non-binding, advisory vote). Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| SP PLUS CORP. | February 9, 2024 | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by SP+ to its named executive officers in connection with the merger of Merger Sub with and into SP+ pursuant to the Merger Agreement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | Election of Directors: Laura H. Wright Director Elections |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | Election of Directors: Ronald T. Kadish Director Elections |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| SPIRIT AIRLINES INC. | June 7, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the attached Proxy Statement pursuant to executive compensation disclosure rules under the Securities Exchange Act of 1934, as amended; Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| SPLUNK INC. | November 29, 2023 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Splunk named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 12 funds |
| SPORTSMAN'S WAREHOUSE HOLDINGS INC. | May 30, 2024 | Election of Directors: Steven R. Becker Director Elections |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Christopher Marshall (B Director) Director Elections |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Shishir Samir Mehrotra (A Director) Director Elections |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| SPRINGWORKS THERAPEUTICS INC | May 16, 2024 | Non-binding advisory vote on executive compensation Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| SPRINGWORKS THERAPEUTICS INC. | May 16, 2024 | Election of Class II Director: Freda Lewis-Hall Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| SPYRE THERAPEUTICS INC. | May 13, 2024 | To approve, in accordance with Nasdaq Listing Rule 5635(a), the issuance of shares of the Company's common stock upon conversion of the Company's Series B Convertible Preferred Stock issued in December 2023. Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SPYRE THERAPEUTICS INC. | May 13, 2024 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 12 funds |
| STAAR SURGICAL CO. | June 20, 2024 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| STANDARD BIOTOOLS INC. | June 27, 2024 | To approve an amendment to our Amended and Restated 2011 Equity Incentive Plan, as amended, to increase the number of shares of common stock available for issuance thereunder by 19,125,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Cathy D. Ross Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Kate Pew Wolters Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Peter M. Wege II Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| STEM INC. | May 29, 2024 | To approve the Stem, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| STEM INC. | May 29, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| STEPSTONE GROUP INC | May 13, 2024 | To approve, for purposes of complying with Nasdaq Listing Rule 5635, the issuance of shares of the Company's Class A common stock issuable pursuant to the terms of the Transaction Agreements, each dated February 7, 2024 between the Company and the other parties thereto, or related exchange agreement Capital Structure |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| STERLING INFRASTRUCTURE INC. | May 9, 2024 | Election of Directors: Charles R. Patton Director Elections |
Board | For | AGAINST 2 funds |
FOR 8 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.