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
69 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 |
|---|---|---|---|---|---|---|
| ACADIA HEALTHCARE COMPANY INC. | May 23, 2024 | Election of Directors: E. Perot Bissell Director Elections |
Board | For | Split 2 FOR, 11 AGAINST |
FOR 11 funds |
| ACI WORLDWIDE INC. | June 4, 2024 | Election of Directors: Adalio T. Sanchez Director Elections |
Board | For | Split 2 FOR, 11 AGAINST |
FOR 7 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: James P. Cain Director Elections |
Board | For | Split 1 FOR, 21 AGAINST |
AGAINST 17 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Steven R. Hash Director Elections |
Board | For | Split 1 FOR, 21 AGAINST |
AGAINST 17 funds |
| ALKERMES PLC | May 31, 2024 | To approve the Alkermes plc 2018 Stock Option and Incentive Plan, as amended. Compensation |
Board | For | Split 2 FOR, 10 AGAINST |
FOR 12 funds |
| AMERICAN EQUITY INVESTMENT LIFE HLDG CO. | November 10, 2023 | The Compensation Proposal - To approve, on an advisory (non-binding) basis, certain merger-related executive officer compensation that may be paid or become payable to AEL's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | Split 15 FOR, 2 AGAINST |
AGAINST 10 funds |
| AMERICAN NATIONAL BANKSHARES INC. | November 14, 2023 | Proposal to approve, on an advisory (non-binding) basis, specified compensation that may be paid or become payable to the named executive officers of American National that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | Split 1 FOR, 2 AGAINST |
FOR 3 funds |
| ARIS WATER SOLUTIONS INC. | May 9, 2024 | Amend the Aris Water Solutions, Inc. 2021 Equity Incentive Plan to increase the number of shares of common stock that may be issued under the plan. Compensation |
Board | For | Split 2 FOR, 2 AGAINST |
FOR 2 funds |
| AXOS FINANCIAL INC. | November 9, 2023 | To approve the Amended and Restated 2014 Stock Incentive Plan. Compensation |
Board | For | Split 1 FOR, 10 AGAINST |
FOR 9 funds |
| BELDEN INC. | May 23, 2024 | Election of Directors: David J. Aldrich Director Elections |
Board | For | Split 2 FOR, 8 AGAINST |
FOR 8 funds |
| BOSTON PROPERTIES INC. | May 22, 2024 | To approve, by non-binding, advisory resolution, the Company's named executive officer compensation. Say-on-Pay |
Board | For | Split 36 FOR, 1 AGAINST |
FOR 18 funds |
| BRINK'S CO. | May 2, 2024 | Election of Directors: Kathie J. Andrade Director Elections |
Board | For | Split 2 FOR, 8 AGAINST |
FOR 9 funds |
| CAMDEN PROPERTY TRUST | May 10, 2024 | Election of Trust Managers: Scott S. Ingraham Director Elections |
Board | For | Split 1 FOR, 22 AGAINST |
FOR 16 funds |
| CAMDEN PROPERTY TRUST | May 10, 2024 | Election of Trust Managers: Steven A. Webster Director Elections |
Board | For | Split 1 FOR, 22 AGAINST |
FOR 16 funds |
| CENTRAL GARDEN & PET CO. | February 13, 2024 | To ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending on September 28, 2024. Audit-related |
Board | For | Split 10 FOR, 2 ABSTAIN |
FOR 7 funds |
| CLEARFIELD INC. | February 22, 2024 | Election of Directors: Donald R. Hayward Director Elections |
Board | For | Split 1 FOR, 2 AGAINST |
FOR 4 funds |
| CORSAIR GAMING INC. | June 6, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers, or a Say-on-Pay vote. Say-on-Pay |
Board | For | Split 11 FOR, 2 AGAINST |
FOR 5 funds |
| DORMAN PRODUCTS INC. | May 17, 2024 | Election of Directors: G. Michael Stakias Director Elections |
Board | For | Split 2 FOR, 11 AGAINST |
FOR 7 funds |
| DOUGLAS EMMETT INC. | May 30, 2024 | To approve, in a non-binding advisory vote, our executive compensation. Say-on-Pay |
Board | For | Split 17 FOR, 1 AGAINST |
AGAINST 10 funds |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 17, 2024 | Approval, on a non-binding advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | Split 18 FOR, 2 AGAINST |
FOR 10 funds |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 17, 2024 | Election of Directors: Cynthia A. Fisher Director Elections |
Board | For | Split 12 FOR, 2 AGAINST |
FOR 9 funds |
| ENERPAC TOOL GROUP CORP. | January 25, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 2 FOR, 14 AGAINST |
FOR 8 funds |
| FIRST ADVANTAGE CORP. | June 7, 2024 | To elect the three Class III director nominees listed in the Proxy Statement: Judith Sim Director Elections |
Board | For | Split 2 FOR, 2 WITHHOLD |
FOR 4 funds |
| GLOBUS MEDICAL INC. | June 5, 2024 | Election of Directors: David D. Davidar Director Elections |
Board | For | Split 1 FOR, 12 WITHHOLD |
FOR 11 funds |
| GLOBUS MEDICAL INC. | June 5, 2024 | Election of Directors: James R. Tobin Director Elections |
Board | For | Split 1 FOR, 12 WITHHOLD |
WITHHOLD 11 funds |
| HAYWARD HOLDINGS INC. | May 30, 2024 | Election of Directors: Stephen Felice (cl.III) Director Elections |
Board | For | Split 1 FOR, 8 WITHHOLD |
FOR 8 funds |
| HELIOS TECHNOLOGIES INC. | June 6, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | Split 7 FOR, 2 AGAINST |
FOR 8 funds |
| HOMETRUST BANCSHARES INC. | November 13, 2023 | The election of three directors: Robert E. James, Jr. Director Elections |
Board | For | Split 2 FOR, 1 WITHHOLD |
FOR 3 funds |
| INNOSPEC INC. | May 10, 2024 | Election of two Class II Directors: Leslie J. Parrette Director Elections |
Board | For | Split 1 FOR, 11 WITHHOLD |
FOR 7 funds |
| INNOVIVA INC. | June 17, 2024 | Elect six directors to serve until the 2025 Annual Meeting of Stockholders: Sapna Srivastava, Ph.D. Director Elections |
Board | For | Split 2 FOR, 11 AGAINST |
FOR 7 funds |
| KILROY REALTY CORP. | May 22, 2024 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 22 FOR, 1 AGAINST |
AGAINST 15 funds |
| KINSALE CAPITAL GROUP INC. | May 23, 2024 | Election of nine directors: Gregory M. Share Director Elections |
Board | For | Split 2 FOR, 11 AGAINST |
AGAINST 12 funds |
| KINSALE CAPITAL GROUP INC. | May 23, 2024 | Election of nine directors: James J. Ritchie Director Elections |
Board | For | Split 11 FOR, 2 AGAINST |
FOR 12 funds |
| KITE REALTY GROUP TRUST | May 29, 2024 | Election of Trustees: Caroline L. Young Director Elections |
Board | For | Split 2 FOR, 10 AGAINST |
FOR 11 funds |
| KITE REALTY GROUP TRUST | May 29, 2024 | Election of Trustees: Steven P. Grimes Director Elections |
Board | For | Split 10 FOR, 2 AGAINST |
AGAINST 11 funds |
| LIFE STORAGE INC. | July 18, 2023 | A non-binding advisory proposal to approve the compensation that may be paid or become payable to the named executive officers of Life Storage in connection with the company merger and the other transactions contemplated by the merger agreement, which we refer to as the "Life Storage compensation proposal"; and Say-on-Pay |
Board | For | Split 21 FOR, 1 AGAINST |
AGAINST 16 funds |
| LKQ CORP. | May 7, 2024 | Election of Directors: Jody G. Miller Director Elections |
Board | For | Split 2 FOR, 19 AGAINST |
FOR 14 funds |
| LOUISIANA-PACIFIC CORP. | May 10, 2024 | Election of Class III Directors: Ozey K. Horton, Jr. Director Elections |
Board | For | Split 2 FOR, 11 AGAINST |
FOR 10 funds |
| M/I HOMES INC. | May 13, 2024 | Election of Directors: Michael P. Glimcher Director Elections |
Board | For | Split 2 FOR, 9 WITHHOLD |
FOR 8 funds |
| MACERICH CO. | May 30, 2024 | Election of Directors: Eric K. Brandt Director Elections |
Board | For | Split 2 FOR, 10 AGAINST |
FOR 9 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | Split 18 FOR, 1 AGAINST |
AGAINST 14 funds |
| NATIONAL STORAGE AFFILIATES TRUST | May 13, 2024 | The election of twelve trustees to serve on the Board of Trustees: Rebecca L. Steinfort Director Elections |
Board | For | Split 2 FOR, 14 AGAINST |
FOR 10 funds |
| OPTION CARE HEALTH INC. | May 15, 2024 | To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay |
Board | For | Split 14 FOR, 2 AGAINST |
AGAINST 13 funds |
| PARAMOUNT GROUP INC. | May 16, 2024 | Approval, on a non-binding advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | Split 10 FOR, 1 AGAINST |
AGAINST 10 funds |
| POLARIS INC. | April 25, 2024 | Approval of the Polaris Inc. 2024 Omnibus Incentive Plan Compensation |
Board | For | Split 2 FOR, 13 AGAINST |
FOR 13 funds |
| PRIMERICA INC. | May 8, 2024 | To elect the following directors: Cynthia N. Day Director Elections |
Board | For | Split 2 FOR, 11 AGAINST |
FOR 12 funds |
| PROLOGIS INC. | May 9, 2024 | Election of Directors: Lydia H. Kennard Director Elections |
Board | For | Split 1 FOR, 23 AGAINST |
FOR 15 funds |
| PURE STORAGE INC. | June 12, 2024 | An advisory vote on our named executive officer compensation. Say-on-Pay |
Board | For | Split 2 FOR, 13 AGAINST |
AGAINST 14 funds |
| QUAKER CHEMICAL CORP. | May 8, 2024 | Election of Directors: Jeffry D. Frisby Director Elections |
Board | For | Split 2 FOR, 10 AGAINST |
FOR 8 funds |
| QUAKER CHEMICAL CORP. | May 8, 2024 | Election of Directors: Michael F. Barry Director Elections |
Board | For | Split 2 FOR, 10 AGAINST |
FOR 8 funds |
| QUAKER CHEMICAL CORP. | May 8, 2024 | To consider and act upon a proposal to approve the 2024 Long-Term Performance Incentive Plan. Compensation |
Board | For | Split 10 FOR, 2 AGAINST |
FOR 8 funds |
| RB GLOBAL INC. | May 7, 2024 | Election of Directors: Carol Stephenson Director Elections |
Board | For | Split 2 FOR, 9 AGAINST |
FOR 12 funds |
| RBC BEARINGS INC. | September 7, 2023 | To consider a resolution regarding the stockholder advisory vote on named executive officer compensation. Say-on-Pay |
Board | For | Split 2 FOR, 8 AGAINST |
AGAINST 13 funds |
| REXFORD INDUSTRIAL REALTY INC. | June 11, 2024 | Election of Directors: Richard S. Ziman Director Elections |
Board | For | Split 3 FOR, 11 AGAINST |
AGAINST 14 funds |
| REXFORD INDUSTRIAL REALTY INC. | June 11, 2024 | The advisory resolution to approve the Company's named executive officer compensation for the fiscal year ended December 31, 2023, as described in the Rexford Industrial Realty, Inc. Proxy Statement. Say-on-Pay |
Board | For | Split 20 FOR, 2 AGAINST |
AGAINST 16 funds |
| RLI CORP. | May 2, 2024 | Election of Directors: Robert P. Restrepo Director Elections |
Board | For | Split 2 FOR, 14 AGAINST |
FOR 12 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: Elisabeth Bjork, M.D., Ph.D. Director Elections |
Board | For | Split 2 FOR, 5 WITHHOLD |
FOR 4 funds |
| SIMON PROPERTY GROUP INC. | May 8, 2024 | Election of Directors: Reuben S. Leibowitz Director Elections |
Board | For | Split 1 FOR, 26 AGAINST |
FOR 17 funds |
| SIMPLY GOOD FOODS CO. | January 18, 2024 | Election of the 12 director nominees: James D. White Director Elections |
Board | For | Split 1 FOR, 9 WITHHOLD |
FOR 7 funds |
| SIMPLY GOOD FOODS CO. | January 18, 2024 | Election of the 12 director nominees: Nomi P. Ghez Director Elections |
Board | For | Split 1 FOR, 9 WITHHOLD |
FOR 7 funds |
| SOUTHERN MISSOURI BANCORP INC. | October 30, 2023 | Election of Directors for terms to expire in 2026: Rebecca M. Brooks Director Elections |
Board | For | Split 2 FOR, 1 AGAINST |
AGAINST 2 funds |
| STEVEN MADDEN LTD. | May 22, 2024 | TO APPROVE AMENDMENTS TO THE STEVEN MADDEN, LTD. 2019 INCENTIVE COMPENSATION PLAN. Compensation |
Board | For | Split 2 FOR, 10 AGAINST |
AGAINST 7 funds |
| SUMMIT FINANCIAL GROUP INC. | December 6, 2023 | To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to the named executive officers of Summit in connection with the transactions contemplated by the merger agreement. Say-on-Pay |
Board | For | Split 1 FOR, 1 AGAINST |
FOR 3 funds |
| TRUPANION INC. | June 5, 2024 | To approve the Trupanion 2024 Equity Incentive Plan. Compensation |
Board | For | Split 10 FOR, 2 AGAINST |
FOR 4 funds |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: James D. Klingbeil Director Elections |
Board | For | Split 1 FOR, 22 AGAINST |
FOR 18 funds |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: Jon A. Grove Director Elections |
Board | For | Split 1 FOR, 22 AGAINST |
FOR 18 funds |
| UDR INC. | May 23, 2024 | ELECTION OF DIRECTORS: Katherine A. Cattanach Director Elections |
Board | For | Split 1 FOR, 22 AGAINST |
FOR 18 funds |
| UNISYS CORP. | May 1, 2024 | Approval of the Unisys Corporation 2024 Long-Term Incentive and Equity Compensation Plan. Compensation |
Board | For | Split 2 FOR, 2 AGAINST |
FOR 8 funds |
| WORKIVA INC. | May 30, 2024 | Election of Directors: David S. Mulcahy Director Elections |
Board | For | Split 1 FOR, 5 WITHHOLD |
FOR 6 funds |
Page 1 of 1
How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.