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State Street vs Charles Schwab: how alike they voted, 2023-2024

90.6% When both took a single position, they voted the same way on 90.6% of 10,972 items (9,940 the same, 1,032 different). 96 items where at least one of them split its funds are listed separately below. Both voted on 11,068 items in all.

State Street 2023-2024 · Charles Schwab 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 11,0689,9401,032 9690.6%90.1%
Board proposals 10,0019,143789 6992.1%91.7%
E&S shareholder proposals 30225142 985.7%84.8%
Other items 765546201 1873.1%72.3%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

1,128 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.

CompanyMeetingProposalOn the ballot from Board recommendedState StreetCharles Schwab
SEMRUSH HOLDINGS INC. June 6, 2024 A proposal to approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of Semrush Holdings, Inc. as permitted by recent amendments to the Delaware General Corporation Law.
Corporate Governance
Other For FOR
3 funds
AGAINST
4 funds
SENTINELONE INC. June 27, 2024 Approval of an amendment and restatement to our Restated Certificate of Incorporation.
Corporate Governance
Other For AGAINST
9 funds
FOR
6 funds
SERES THERAPEUTICS INC. April 4, 2024 Approval of an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 4.
Corporate Governance
Other For AGAINST
2 funds
FOR
2 funds
SHOCKWAVE MEDICAL INC. May 29, 2024 To adjourn the Special Meeting of Stockholders to a later date or dates as provided in the Merger Agreement, if necessary or appropriate, including to solicit additional votes if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting of Stockholders.
Corporate Governance
Other For AGAINST
11 funds
FOR
9 funds
SIMPLY GOOD FOODS CO. January 18, 2024 To approve the adoption of the Fourth Amended and Restated Certificate of Incorporation of The Simply Good Foods Company in the form attached as Annex II to the proxy statement
Corporate Governance
Other For FOR
11 funds
AGAINST
7 funds
SIX FLAGS ENTERTAINMENT CORP. March 12, 2024 The Adjournment Proposal - To adjourn the Special Meeting, if necessary, to a later date or dates at the determination of the Board of Directors, including to solicit additional proxies in favor of the Merger Agreement Proposal if there are insufficient votes at the time of the Special Meeting to approve the Merger Agreement Proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to stockholders (the "Adjournment Proposal").
Corporate Governance
Other For AGAINST
7 funds
FOR
7 funds
SKILLSOFT CORP. July 20, 2023 To approve an amendment to our Second Amended and Restated Certificate of Incorporation (the "Certificate of Incorporation") to limit the liability of certain of our officers as permitted pursuant to recent amendments to the Delaware General Corporation Law;
Corporate Governance
Other For FOR
2 funds
AGAINST
2 funds
SMITH & WESSON BRANDS INC. September 19, 2023 A management proposal (ratification of Nevada exclusive forum provision).
Shareholder Rights and Defenses
Other For FOR
3 funds
AGAINST
7 funds
SOMALOGIC INC. January 4, 2024 To approve adjournments of the SomaLogic Special Meeting from time to time, if necessary or appropriate to solicit additional proxies in favor of the SomaLogic Merger Proposal if there are insufficient votes at the time of such adjournment to approve such proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to SomaLogic stockholders.
Corporate Governance
Other For AGAINST
3 funds
FOR
4 funds
SP PLUS CORP. February 9, 2024 To approve the adjournment of the Special Meeting of Stockholders, if necessary or appropriate, to permit solicitation of additional proxies if there are not sufficient votes to adopt the Merger Agreement at the time of the Special Meeting of Stockholders.
Corporate Governance
Other For AGAINST
2 funds
FOR
7 funds
SPIRIT REALTY CAPITAL INC. January 19, 2024 Adjournment Proposal: To approve the adjournment of the Spirit special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Merger Proposal, if there are insufficient votes at the time of such adjournment to approve such proposal.
Corporate Governance
Other For AGAINST
13 funds
FOR
13 funds
SPLUNK INC. November 29, 2023 To adjourn the Splunk Special Meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting.
Corporate Governance
Other For AGAINST
10 funds
FOR
11 funds
SPX TECHNOLOGIES INC. May 14, 2024 Approval of the Amendment to our Certificate of Incorporation to Add a Delaware Forum Selection Provision for Certain Legal Actions.
Shareholder Rights and Defenses
Other For FOR
11 funds
AGAINST
8 funds
SPX TECHNOLOGIES INC. May 14, 2024 Approval of the Amendment to our Certificate of Incorporation to Add a Federal Forum Selection Provision for Claims under the Securities Act of 1933.
Shareholder Rights and Defenses
Other For FOR
11 funds
AGAINST
8 funds
SPYRE THERAPEUTICS INC. May 13, 2024 To approve an adjournment of the Annual Meeting, if necessary or appropriate, to solicit additional proxies.
Corporate Governance
Other For AGAINST
1 fund
FOR
1 fund
SUMMIT MATERIALS INC. January 11, 2024 Approve one or more adjournments of the Special Meeting, if necessary or appropriate, to permit solicitation of additional votes if there are insufficient votes to approve the Common Stock Issuance Proposal and/or the Preferred Stock Issuance Proposal.
Corporate Governance
Other For AGAINST
3 funds
FOR
9 funds
TALOS ENERGY INC. May 23, 2024 To approve a Certificate of Amendment to the Company's Second Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
9 funds
AGAINST
7 funds
TE CONNECTIVITY LTD. March 13, 2024 To approve amendments to TE Connectivity's articles of association relating to hybrid and virtual general meetings of shareholders
Corporate Governance
Other Not determined AGAINST
21 funds
FOR
11 funds
TEGNA INC. August 17, 2023 SHAREHOLDER PROPOSAL regarding shareholder ratification of termination pay.
Compensation
Other Against AGAINST
8 funds
FOR
9 funds
TOAST INC. June 6, 2024 To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by Delaware law.
Corporate Governance
Other For AGAINST
7 funds
FOR
12 funds
TRANSCONTINENTAL REALTY INVESTORS INC. December 13, 2023 Vote as a proposed Amendment to ARTICLE TENTH of the Articles of Incorporation.
Corporate Governance
Other For AGAINST
2 funds
FOR
1 fund
TRANSPHORM INC. April 9, 2024 To adjourn the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the time of the Special Meeting.
Corporate Governance
Other For AGAINST
2 funds
FOR
2 funds
TRAVEL + LEISURE CO. May 15, 2024 A proposal to amend the Company's Certificate of Incorporation to require that claims under the Securities Act of 1933, as amended, be brought only in federal court.
Shareholder Rights and Defenses
Other For FOR
12 funds
AGAINST
9 funds
TRITON INTERNATIONAL LTD. August 24, 2023 Adjournment Proposal - To adjourn the Special General Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the Merger Proposal at the Special General Meeting
Corporate Governance
Other For AGAINST
2 funds
FOR
7 funds
TRIUMPH GROUP INC. July 20, 2023 To approve, an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by recent amendments to the General Corporation Law of the State of Delaware.
Corporate Governance
Other For FOR
10 funds
AGAINST
4 funds
U-HAUL HOLDING CO. August 17, 2023 A proposal received from Company stockholder proponents to ratify and affirm the decisions and actions taken by the Board and executive officers of the Company with respect to U-Haul Holding Company, its subsidiaries, and its various constituencies, for the fiscal year ended March 31, 2023.
Corporate Governance
Other For AGAINST
4 funds
ABSTAIN
9 funds
UNITED AIRLINES HOLDINGS INC. May 22, 2024 A Vote to Approve the Company's Tax Benefits Preservation Plan.
Shareholder Rights and Defenses
Other For AGAINST
15 funds
FOR
13 funds
UNITED RENTALS INC. May 9, 2024 Stockholder Proposal for Directors to be Elected by Majority Vote
Corporate Governance
Other Not determined AGAINST
25 funds
FOR
14 funds
UNITED STATES STEEL CORP. April 12, 2024 To approve any adjournment of the special meeting of stockholders of United States Steel Corporation (the "Special Meeting"), if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting.
Corporate Governance
Other For AGAINST
11 funds
FOR
11 funds
URSTADT BIDDLE PROPERTIES INC. August 16, 2023 Adjournment Proposal: To approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Merger Proposal.
Corporate Governance
Other For AGAINST
9 funds
FOR
5 funds
VECTOR GROUP LTD. July 26, 2023 Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director.
Corporate Governance
Other Against FOR
10 funds
AGAINST
8 funds
VEEVA SYSTEMS INC. June 12, 2024 To approve an amendment and restatement of our Certificate of Incorporation to reflect the Delaware law provisions regarding officer exculpation.
Corporate Governance
Other For FOR
11 funds
AGAINST
12 funds
VERITIV CORP. October 17, 2023 Adjournment Proposal - To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal.
Corporate Governance
Other For AGAINST
9 funds
FOR
7 funds
VERTEX PHARMACEUTICALS INC. May 15, 2024 Shareholder proposal, if properly presented at the meeting, regarding special shareholder meeting improvement.
Corporate Governance
Other Against FOR
28 funds
AGAINST
15 funds
VERU INC. July 24, 2023 To approve the adjournment of the special meeting if necessary or appropriate in the view of the Company's board of directors, including to solicit additional proxies if there are not sufficient votes at the time of the special meeting to approve Proposal 1.
Corporate Governance
Other For AGAINST
2 funds
FOR
3 funds
VIATRIS INC. December 15, 2023 Approval of amendment to our Amended and Restated Certificate of Incorporation to add a federal forum selection provision.
Shareholder Rights and Defenses
Other For FOR
21 funds
AGAINST
14 funds
VIMEO INC. May 21, 2024 To approve the amendment to the Amended and Restated Certificate of Incorporation of Vimeo, Inc. (the "Charter") to provide for officer exculpation.
Corporate Governance
Other For AGAINST
3 funds
FOR
4 funds
VITAL ENERGY INC. November 21, 2023 To approve one or more adjournments of the Special Meeting, if necessary or appropriate, to permit solicitation of additional votes if there are insufficient votes to approve the Charter Amendment Proposal or the Conversion Proposal (the "Adjournment Proposal").
Corporate Governance
Other For AGAINST
10 funds
FOR
4 funds
WILLIS LEASE FINANCE CORP. May 22, 2024 Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation
Corporate Governance
Other For FOR
2 funds
AGAINST
2 funds
WISDOMTREE INC. June 12, 2024 To ratify the approval by the Board of Directors of the extension of the Stockholder Rights Agreement, dated March 17, 2023, as amended, by and between the Company and Continental Stock Transfer & Trust Company.
Shareholder Rights and Defenses
Other Contested AGAINST
10 funds
FOR
5 funds
XEROX HOLDINGS CORP. May 22, 2024 Consider a shareholder proposal relating to golden parachutes, if properly presented at the meeting.
Compensation
Other Against AGAINST
8 funds
FOR
8 funds
XEROX HOLDINGS CORP. May 22, 2024 Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
8 funds
FOR
8 funds
ZOETIS INC. May 22, 2024 Shareholder proposal regarding an improvement to our director resignation policy.
Corporate Governance
Other Against AGAINST
24 funds
FOR
16 funds
10X GENOMICS INC. June 11, 2024 A vote to approve, on a non-binding, advisory basis, the compensation of our named executive officers; and
Say-on-Pay
Board For FOR
9 funds
AGAINST
9 funds
374WATER INC. June 13, 2024 Election of Directors: Richard H. Davis
Director Elections
Board For WITHHOLD
2 funds
FOR
3 funds
374WATER INC. June 13, 2024 Election of Directors: Terry Merrell
Director Elections
Board For FOR
2 funds
WITHHOLD
3 funds
374WATER INC. June 13, 2024 Increase of the number of shares of Common Stock authorized and issuable under the Company's 2021 Equity Incentive Plan.
Compensation
Board For AGAINST
2 funds
FOR
3 funds
3M CO. May 14, 2024 Advisory approval of executive compensation.
Say-on-Pay
Board For FOR
34 funds
AGAINST
14 funds
3M CO. May 14, 2024 To elect 12 members to the Board of Directors, each for a term of one year: Anne H. Chow
Director Elections
Board For AGAINST
26 funds
FOR
12 funds
ABBOTT LABORATORIES April 26, 2024 Election of 12 Directors: N. McKinstry
Director Elections
Board For FOR
26 funds
AGAINST
16 funds
ACADIA PHARMACEUTICALS INC. May 29, 2024 To approve the Company's 2024 Equity Incentive Plan.
Compensation
Board For AGAINST
4 funds
FOR
8 funds
ACCURAY INC. November 9, 2023 To approve an amendment to our 2016 Equity Incentive Plan.
Compensation
Board For AGAINST
3 funds
FOR
2 funds
ACLARIS THERAPEUTICS INC. June 6, 2024 To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement accompanying this proxy card.
Say-on-Pay
Board For FOR
5 funds
AGAINST
3 funds
ACM RESEARCH INC. June 13, 2024 Election of Directors: Chenming C. Hu
Director Elections
Board For FOR
3 funds
WITHHOLD
4 funds
ACM RESEARCH INC. June 13, 2024 Election of Directors: Haiping Dun
Director Elections
Board For FOR
3 funds
WITHHOLD
4 funds
ACM RESEARCH INC. June 13, 2024 Election of Directors: Tracy Liu
Director Elections
Board For FOR
3 funds
WITHHOLD
4 funds
ACV AUCTIONS INC. May 29, 2024 Elect three Class III directors: Kirsten Castillo
Director Elections
Board For FOR
3 funds
WITHHOLD
4 funds
ACV AUCTIONS INC. May 29, 2024 Elect three Class III directors: Rene F. Jones
Director Elections
Board For WITHHOLD
3 funds
FOR
4 funds
ADAPTIVE BIOTECHNOLOGIES CORP. June 7, 2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the proxy statement;
Say-on-Pay
Board For FOR
7 funds
AGAINST
6 funds
ADICET BIO INC. June 5, 2024 To ratify, on a non-binding advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
3 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: Gregory J. McCray
Director Elections
Board For FOR
9 funds
AGAINST
7 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: H. Fenwick Huss
Director Elections
Board For FOR
9 funds
AGAINST
7 funds
ADTRAN HOLDINGS INC. May 8, 2024 Election of Directors: Nikos Theodosopoulos
Director Elections
Board For FOR
9 funds
AGAINST
7 funds
ADVANTAGE SOLUTIONS INC. May 29, 2024 To approve, on an advisory (non-binding) basis, the compensation of Advantage Solutions Inc.'s named executive officers.
Say-on-Pay
Board For FOR
6 funds
AGAINST
5 funds
AEROVATE THERAPEUTICS INC. June 5, 2024 Election of Directors: David Grayzel, M.D.
Director Elections
Board For WITHHOLD
2 funds
FOR
2 funds
AEVA TECHNOLOGIES INC. December 18, 2023 Approve Certain Securities Issuances for the Purpose of Complying with NYSE Rules.
Capital Structure
Board For AGAINST
4 funds
FOR
2 funds
AGENUS INC. June 11, 2024 To approve an amendment to our Amended and Restated 2019 Equity Incentive Plan.
Compensation
Board For AGAINST
2 funds
FOR
2 funds
AGENUS INC. June 11, 2024 To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
5 funds
AGAINST
3 funds
AGILON HEALTH INC. May 29, 2024 Election of Class III Directors: Ravi Sachdev
Director Elections
Board For AGAINST
5 funds
FOR
13 funds
AGILON HEALTH INC. May 29, 2024 Election of Class III Directors: William Wulf, M.D.
Director Elections
Board For AGAINST
5 funds
FOR
13 funds
AIRGAIN INC. June 12, 2024 To consider and vote upon, 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.
Say-on-Pay
Board For FOR
1 fund
AGAINST
2 funds
AIRSCULPT TECHNOLOGIES INC. May 7, 2024 Election of Directors: Caroline Chu
Director Elections
Board For AGAINST
2 funds
FOR
5 funds
AIRSCULPT TECHNOLOGIES INC. May 7, 2024 Election of Directors: Dr. Aaron Rollins
Director Elections
Board For AGAINST
2 funds
FOR
5 funds
AKAMAI TECHNOLOGIES INC. May 10, 2024 Election of Directors: Madhu Ranganathan
Director Elections
Board For FOR
21 funds
AGAINST
13 funds
ALEXANDRIA REAL ESTATE EQUITIES INC. May 14, 2024 Election of Directors: Richard H. Klein
Director Elections
Board For FOR
22 funds
AGAINST
17 funds
ALEXANDRIA REAL ESTATE EQUITIES INC. May 14, 2024 To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement.
Say-on-Pay
Board For FOR
31 funds
AGAINST
18 funds
ALIGNMENT HEALTHCARE INC. June 7, 2024 Approve, on an advisory basis, the compensation of our Named Executive Officers.
Say-on-Pay
Board For FOR
7 funds
AGAINST
5 funds
ALIGNMENT HEALTHCARE INC. June 7, 2024 Election of Directors: Joseph Konowiecki
Director Elections
Board For WITHHOLD
4 funds
FOR
4 funds
ALIGNMENT HEALTHCARE INC. June 7, 2024 Election of Directors: Margaret McCarthy
Director Elections
Board For WITHHOLD
4 funds
FOR
4 funds
ALLISON TRANSMISSION HOLDINGS INC. May 8, 2024 Election of Directors: David C. Everitt
Director Elections
Board For AGAINST
9 funds
FOR
11 funds
ALLISON TRANSMISSION HOLDINGS INC. May 8, 2024 Election of Directors: Richard P. Lavin
Director Elections
Board For AGAINST
9 funds
FOR
11 funds
ALLOGENE THERAPEUTICS INC. June 5, 2024 Election of Directors: Joshua Kazam
Director Elections
Board For WITHHOLD
4 funds
FOR
4 funds
ALLOGENE THERAPEUTICS INC. June 5, 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
8 funds
AGAINST
5 funds
ALPHABET INC. June 7, 2024 Election of ten Directors: Frances H. Arnold
Director Elections
Board For FOR
28 funds
AGAINST
14 funds
ALPHABET INC. June 7, 2024 Election of ten Directors: Robin L. Washington
Director Elections
Board For FOR
28 funds
AGAINST
14 funds
ALTI GLOBAL INC. June 26, 2024 To approve, for purposes of complying with Nasdaq Rule 5635(b), the issuance of shares of Class A Common Stock and Series A Preferred Stock to Allianz Strategic Investments S.a.r.l., including shares of Class A Common Stock issuable upon the conversion of the Series A Preferred Stock and the exercise of warrants to purchase Class A Common Stock.
Capital Structure
Board For AGAINST
2 funds
FOR
4 funds
AMBARELLA INC. June 12, 2024 To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan.
Compensation
Board For FOR
5 funds
AGAINST
5 funds
AMDOCS LTD. February 2, 2024 ELECTION OF DIRECTORS: Robert A. Minicucci
Director Elections
Board For AGAINST
6 funds
FOR
7 funds
AMERICAN AXLE & MANUFACTURING HOLDINGS INC. May 2, 2024 Election of Directors: Samuel Valenti III
Director Elections
Board For AGAINST
10 funds
FOR
8 funds
AMERICAN COASTAL INSURANCE CORP. May 14, 2024 Election of Directors To be elected for terms expiring in 2025: Alec L. Poitevint, II Class B Nominee
Director Elections
Board For AGAINST
2 funds
FOR
2 funds
AMERICAN HOMES 4 RENT May 10, 2024 Election of Trustees: Matthew R. Zaist
Director Elections
Board For AGAINST
13 funds
FOR
15 funds
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For FOR
32 funds
AGAINST
14 funds
AMKOR TECHNOLOGY INC. May 14, 2024 Election of Directors: Gil C. Tily
Director Elections
Board For WITHHOLD
7 funds
FOR
11 funds
AMKOR TECHNOLOGY INC. May 14, 2024 Election of Directors: James J. Kim
Director Elections
Board For WITHHOLD
7 funds
FOR
11 funds
AMKOR TECHNOLOGY INC. May 14, 2024 Election of Directors: Susan Y. Kim
Director Elections
Board For WITHHOLD
7 funds
FOR
11 funds
AMKOR TECHNOLOGY INC. May 14, 2024 Election of Directors: Winston J. Churchill
Director Elections
Board For WITHHOLD
7 funds
FOR
11 funds
AMMO INC. January 11, 2024 Approval of the stock amendment plan proposal.
Compensation
Board For FOR
2 funds
AGAINST
4 funds
AMNEAL PHARMACEUTICALS INC. May 2, 2024 Election of Directors: Gautam Patel
Director Elections
Board For AGAINST
3 funds
FOR
5 funds
AMNEAL PHARMACEUTICALS INC. May 2, 2024 Election of Directors: Paul Meister
Director Elections
Board For AGAINST
3 funds
FOR
5 funds
AMPHASTAR PHARMACEUTICALS INC. June 3, 2024 To approve the amendment and restatement of our 2015 Equity Incentive Plan.
Compensation
Board For AGAINST
10 funds
FOR
8 funds

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← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.