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
858 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 |
|---|---|---|---|---|---|---|
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 3 requests that shareholders vote to approve the Axon Enterprise, Inc. 2024 eXponential Stock Plan. Compensation |
Board | For | FOR 19 funds |
AGAINST 11 funds |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 4 requests that shareholders vote to approve the 2024 CEO Performance Award. Compensation |
Board | For | FOR 19 funds |
AGAINST 11 funds |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 5 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 27 funds |
AGAINST 12 funds |
| AZZ INC. | July 11, 2023 | Election of Directors: Carol R. Jackson Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| AZZ INC. | July 11, 2023 | Election of Directors: Daniel E. Berce Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| AZZ INC. | July 11, 2023 | Election of Directors: Daniel R. Feehan Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| BAKKT HOLDINGS INC. | April 23, 2024 | To approve the NYSE Issuance Proposal. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| BALLY'S CORP. | May 16, 2024 | Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| BANCORP INC. | May 29, 2024 | Approval of The Bancorp, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Amending and restating the Bank of America Corporation Equity Plan Compensation |
Board | For | AGAINST 27 funds |
FOR 13 funds |
| BANKUNITED INC. | May 15, 2024 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 9 funds |
| BANKWELL FINANCIAL GROUP INC. | May 29, 2024 | Election of Directors: Carl M. Porto Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 14, 2024 | Election of Directors: Brett M. Icahn Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 14, 2024 | Election of Directors: Frank D. Lee Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| BAUSCH HEALTH COMPANIES INC. | May 14, 2024 | Election of Directors: Steven D. Miller Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| BAXTER INTERNATIONAL INC. | May 7, 2024 | Election of Directors: Cathy R. Smith Director Elections |
Board | For | FOR 23 funds |
AGAINST 13 funds |
| BECTON, DICKINSON AND CO. | January 23, 2024 | Election of Directors: Bertram L. Scott Director Elections |
Board | For | AGAINST 27 funds |
FOR 13 funds |
| BECTON, DICKINSON AND CO. | January 23, 2024 | Election of Directors: Jeffrey W. Henderson Director Elections |
Board | For | AGAINST 27 funds |
FOR 13 funds |
| BEYOND AIR INC. | March 8, 2024 | To approve the Sixth Amended and Restated 2013 Equity Incentive Plan to increase the number of shares reserved for issuance by 3,000,000; Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| BEYOND INC. | May 21, 2024 | The approval of the grant of a performance-based stock option to Marcus A. Lemonis, the Company's Executive Chairman. Compensation |
Board | For | FOR 3 funds |
AGAINST 8 funds |
| BIG 5 SPORTING GOODS CORP. | June 5, 2024 | Election of Three Class A Directors: David R. Jessick Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| BIOCRYST PHARMACEUTICALS INC. | June 12, 2024 | To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan by 7,000,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| BIOTE CORP. | May 21, 2024 | To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; and Audit-related |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| BLACKROCK INC. | May 15, 2024 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | FOR 30 funds |
AGAINST 16 funds |
| BLUE OWL CAPITAL INC. | June 13, 2024 | Election of Directors: Marc Zahr Director Elections |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| BLUE OWL CAPITAL INC. | June 13, 2024 | Election of Directors: Stacy Polley Director Elections |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| BLUEPRINT MEDICINES CORP. | June 12, 2024 | Approval of the Blueprint Medicines Corporation 2024 Stock Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: David L. Calhoun Director Elections |
Board | For | FOR 24 funds |
AGAINST 13 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: David L. Gitlin Director Elections |
Board | For | AGAINST 24 funds |
FOR 13 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: John M. Richardson Director Elections |
Board | For | AGAINST 24 funds |
FOR 13 funds |
| BOEING CO. | May 17, 2024 | Election of Directors: Stayce D. Harris Director Elections |
Board | For | AGAINST 24 funds |
FOR 13 funds |
| BOISE CASCADE CO. | May 2, 2024 | Election of Directors: Karen Gowland Director Elections |
Board | For | AGAINST 9 funds |
FOR 10 funds |
| BORGWARNER INC. | April 24, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 30 funds |
AGAINST 16 funds |
| BRC INC. | April 30, 2024 | Election of Director: Mr. Thomas Davin Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| BRIDGEBIO PHARMA INC. | June 21, 2024 | To approve an amendment and restatement of the 2021 Amended and Restated BridgeBio Pharma, Inc. Stock Option and Incentive Plan to, among other things, increase the number of shares of common stock reserved for issuance thereunder by 6,500,000 shares. Compensation |
Board | For | FOR 6 funds |
AGAINST 6 funds |
| BRISTOL-MYERS SQUIBB CO. | May 7, 2024 | Election of Directors: Peter J. Arduini Director Elections |
Board | For | AGAINST 25 funds |
FOR 12 funds |
| BROADCOM INC. | April 22, 2024 | Advisory vote to approve the named executive officer compensation. Say-on-Pay |
Board | For | FOR 39 funds |
AGAINST 18 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Check Kian Low Director Elections |
Board | For | FOR 30 funds |
AGAINST 16 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Diane M. Bryant Director Elections |
Board | For | FOR 30 funds |
AGAINST 16 funds |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Eddy W. Hartenstein Director Elections |
Board | For | FOR 30 funds |
AGAINST 16 funds |
| BRT APARTMENTS CORP. | June 11, 2024 | A proposal to approve the Company's 2024 Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| BURLINGTON STORES INC. | May 22, 2024 | Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers Say-on-Pay |
Board | For | FOR 24 funds |
AGAINST 13 funds |
| BUTTERFLY NETWORK INC. | June 7, 2024 | To approve by an advisory vote the compensation of the Company's named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| BUTTERFLY NETWORK INC. | June 7, 2024 | To approve the 2024 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| C.H. ROBINSON WORLDWIDE INC. | May 9, 2024 | Election of Directors: Mary J. Steele Guilfoile Director Elections |
Board | For | AGAINST 24 funds |
FOR 15 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | COMPANY PROPOSAL: ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION. Say-on-Pay |
Board | For | FOR 27 funds |
AGAINST 17 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Courtney R. Mather Director Elections |
Board | For | FOR 19 funds |
AGAINST 15 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Frank J. Fahrenkopf Director Elections |
Board | For | AGAINST 19 funds |
FOR 15 funds |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | ELECTION OF DIRECTORS: Michael E. Pegram Director Elections |
Board | For | FOR 19 funds |
AGAINST 15 funds |
| CANNAE HOLDINGS INC. | June 19, 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 3 funds |
FOR 7 funds |
| CANOO INC. | October 5, 2023 | Approval of, pursuant to Nasdaq Rule 5635, the issuance of shares of our Common Stock, par value $0.0001 per share, (i) upon the conversion of certain convertible debentures that have been issued to YA II PN, Ltd. ("Yorkville") pursuant to (a) our Securities Purchase Agreement entered into Yorkville on April 24, 2023, (b) our Securities Purchase Agreement entered into with Yorkville on June 30, 2023 (the "June SPA"), and (c) our Securities Purchase Agreement entered into with Yorkville on August 2, 2023 (the "August SPA"), (ii) upon the exercise of warrants issued pursuant to the June SPA and the August SPA, and iii) if Yorkville chooses to exercise one or both options to purchase additional convertible debentures and warrants under the June SPA and the August SPA, respectively, pursuant to the conversion of such convertible debentures and/or upon the exercise of such warrants that may be issued upon exercise of one or both options, in excess of 20% of the number of shares outstanding on April 24, 2023. Capital Structure |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| CANOO INC. | December 29, 2023 | To approve, by an advisory vote, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| CAPRI HOLDINGS LTD. | October 25, 2023 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Capri Holdings Limited'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 14 funds |
AGAINST 12 funds |
| CAPSTAR FINANCIAL HOLDINGS INC. | February 29, 2024 | To approve, on a non-binding, advisory basis, the merger-related named executive officer compensation that will or may be paid to CapStar Financial Holdings, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| CARA THERAPEUTICS INC. | June 4, 2024 | Approval of, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| CARDLYTICS INC. | May 23, 2024 | Advisory vote to approve compensation of named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| CAREDX INC. | June 13, 2024 | Approval of 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| CARROLS RESTAURANT GROUP INC. | May 14, 2024 | To approve, on an advisory (non-binding) basis, the compensation that will or may become payable by Carrols to its named executive officers in connection with the merger of BK Cheshire Corp. with and into Carrols Restaurant Group, Inc. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| CARTESIAN THERAPEUTICS INC. | June 14, 2024 | To approve, on a non-binding and advisory basis, a resolution approving the compensation of Cartesian Therapeutics, Inc.'s named executive officers, as described in the accompanying proxy statement under "Executive and Director Compensation." Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| CARVANA CO. | May 6, 2024 | Election of Directors: Ernest Garcia III Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 6 funds |
| CBIZ INC. | May 9, 2024 | Election of Directors: Michael H. DeGroote Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| CECO ENVIRONMENTAL CORP. | May 20, 2024 | Election of Directors: Valerie Gentile Sachs Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| CELANESE CORP. | May 13, 2024 | Election of Directors: Edward G. Galante Director Elections |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| CELANESE CORP. | May 13, 2024 | Election of Directors: Kim K.W. Rucker Director Elections |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| CENTERPOINT ENERGY INC. | April 26, 2024 | Election of Directors: Wendy Montoya Cloonan Director Elections |
Board | For | AGAINST 19 funds |
FOR 13 funds |
| CENTURY CASINOS INC. | June 24, 2024 | To elect two Class III directors to the Board of Directors: ERWIN HAITZMANN Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| CENTURY COMMUNITIES INC. | May 8, 2024 | Election of Directors: John P. Box Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| CEREVEL THERAPEUTICS HOLDINGS INC. | February 16, 2024 | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to Cerevel's named executive officers that is based on or otherwise relates to the Merger; and Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| CHARGEPOINT HOLDINGS INC. | July 18, 2023 | The advisory approval of the compensation of our named executive officers ("Say-on-Pay"); and Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 10 funds |
| CHEFS' WAREHOUSE INC. | May 10, 2024 | Election of Directors: John Pappas Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| CHEMED CORP. | May 20, 2024 | Election of directors: George J. Walsh III Director Elections |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| CHERRY HILL MORTGAGE INVESTMENT CORP. | June 13, 2024 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers for the year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| CHINOOK THERAPEUTICS INC. | August 2, 2023 | To consider and vote upon the proposal to approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to Chinook's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| CIENA CORP. | March 21, 2024 | Election of four Class III Directors and one Class II Director: Mary G. Puma Director Elections |
Board | For | AGAINST 11 funds |
FOR 12 funds |
| CISCO SYSTEMS INC. | December 6, 2023 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | FOR 38 funds |
AGAINST 18 funds |
| CITIGROUP INC. | April 30, 2024 | Approval of additional shares for, and a term extension and restatement of, the Citigroup 2019 Stock Incentive Plan. Compensation |
Board | For | AGAINST 22 funds |
FOR 12 funds |
| CITIZENS FINANCIAL GROUP INC. | April 25, 2024 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | AGAINST 24 funds |
FOR 15 funds |
| CLARIVATE PLC | May 7, 2024 | Election of Directors: Andrew Snyder Director Elections |
Board | For | FOR 5 funds |
AGAINST 11 funds |
| CLARIVATE PLC | May 7, 2024 | Election of Directors: Richard W. Roedel Director Elections |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| CLARIVATE PLC | May 7, 2024 | Election of Directors: Suzanne Heywood Director Elections |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| CLEAN ENERGY FUELS CORP. | May 16, 2024 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| CLEARWATER ANALYTICS HOLDINGS INC. | June 11, 2024 | Elect the three persons named in the proxy statement as Class III directors for terms of three years: Eric Lee Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| CLOUDFLARE INC. | June 4, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 9 funds |
| CME GROUP INC. | May 9, 2024 | Election of Equity Directors: Dennis A. Suskind Director Elections |
Board | Not determined | AGAINST 26 funds |
FOR 14 funds |
| CME GROUP INC. | May 9, 2024 | Election of Equity Directors: Phyllis M. Lockett Director Elections |
Board | Not determined | AGAINST 26 funds |
FOR 14 funds |
| CNO FINANCIAL GROUP INC. | May 9, 2024 | Election of Directors: David B. Foss Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| CNX RESOURCES CORP. | May 2, 2024 | Advisory Approval of CNX's 2023 Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| COHEN & STEERS INC. | May 2, 2024 | Election of Directors: Edmond D. Villani Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| COHEN & STEERS INC. | May 2, 2024 | Election of Directors: Martin Cohen Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| COHEN & STEERS INC. | May 2, 2024 | Election of Directors: Peter L. Rhein Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| COHEN & STEERS INC. | May 2, 2024 | Election of Directors: Richard P. Simon Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| COHEN & STEERS INC. | May 2, 2024 | Election of Directors: Robert H. Steers Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| COHERUS BIOSCIENCES INC. | May 29, 2024 | To approve the amendment and restatement of the Company's 2014 Equity Incentive Award Plan (the "2014 Plan"). Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| COLUMBIA BANKING SYSTEM INC. | May 8, 2024 | To approve, on an advisory basis, the compensation of Columbia Banking System, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 12 funds |
| COMMUNITY HEALTH SYSTEMS INC. | May 7, 2024 | Election of Directors: John A. Fry Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| COMPASS INC. | June 5, 2024 | Advisory Vote to Approve 2023 Named Executive Officer Compensation ("Say-on-Pay Vote") Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 9 funds |
| COMTECH TELECOMMUNICATIONS CORP. | December 14, 2023 | Approval, on an advisory basis, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| CONDUENT INC. | May 17, 2024 | Election of Directors: Margarita Palau-Hernandez Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| CONDUENT INC. | May 17, 2024 | Election of Directors: Steven Miller Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| CONOCOPHILLIPS | May 14, 2024 | ELECTION OF DIRECTORS: Robert A. Niblock Director Elections |
Board | For | AGAINST 26 funds |
FOR 12 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.