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 |
|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Ernesto M. Hernandez Director Elections |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Richard Sands Director Elections |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Robert Sands Director Elections |
Board | For | AGAINST 18 funds |
FOR 14 funds |
| CONSTRUCTION PARTNERS INC | March 20, 2024 | Proposal to approve the adoption of the Construction Partners, Inc. 2024 Restricted Stock Plan Compensation |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| CONSUMER PORTFOLIO SERVICE INC. | November 14, 2023 | To approve an advisory resolution on executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| CONTEXTLOGIC INC. | June 18, 2024 | To approve, on an advisory basis, our executive compensation for the year ended December 31, 2023, as disclosed herein. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| CORCEPT THERAPEUTICS INC. | May 17, 2024 | To approve the Corcept Therapeutics Incorporated 2024 Incentive Award Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| CORNING INC. | May 2, 2024 | Election of Directors: Hansel E. Tookes II Director Elections |
Board | Not determined | AGAINST 25 funds |
FOR 13 funds |
| CRA INTERNATIONAL INC. | July 13, 2023 | To consider and vote upon the election of three Class I Directors: William F. Concannon Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 5 funds |
| CRICUT INC. | May 16, 2024 | To approve, by non-binding vote, named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| CRISPR THERAPEUTICS AG | May 30, 2024 | Approval of an amendment to the CRISPR Therapeutics AG 2018 Stock Option and Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| CRISPR THERAPEUTICS AG | May 30, 2024 | Binding vote on maximum non-performance-related compensation for members of the Executive Committee from July 1, 2024 to June 30, 2025. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| CRISPR THERAPEUTICS AG | May 30, 2024 | Binding vote on maximum variable compensation for members of the Executive Committee for the current year ending December 31, 2024. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| CRISPR THERAPEUTICS AG | May 30, 2024 | Non-binding advisory vote on the 2023 Compensation Report. Compensation |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| CTS CORP. | May 9, 2024 | Election of Directors: R. A. Profusek Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| CUSTOM TRUCK ONE SOURCE INC. | June 13, 2024 | To amend the Custom Truck One Source, Inc. Amended and Restated 2019 Omnibus Incentive Plan to increase the number of shares available for the grant of awards from 14,650,000 shares to 20,650,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| CUSTOMERS BANCORP INC. | May 28, 2024 | To approve an amendment to the Customers Bancorp, Inc. 2019 Stock Incentive Plan. Compensation |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| DAILY JOURNAL CORP. | February 15, 2024 | Election of three Directors: John B. Frank Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| DAKOTA GOLD CORP. | May 14, 2024 | Election of Directors: Jennifer S. Grafton Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| DELCATH SYSTEMS INC. | May 23, 2024 | To approve, on a non-binding 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 |
| DELEK US HOLDINGS INC. | May 2, 2024 | Election of Directors: Shlomo Zohar Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| DENBURY INC. | October 31, 2023 | The Advisory Compensation Proposal: To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to Denbury's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 11 funds |
| DIEBOLD NIXDORF INC. | April 25, 2024 | To elect eight directors: Arthur F. Anton Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| DIEBOLD NIXDORF INC. | April 25, 2024 | To elect eight directors: Patrick J. Byrne Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| DIGITALOCEAN HOLDINGS INC. | June 6, 2024 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| DOCUSIGN INC. | May 29, 2024 | Election of Class III Directors: Maggie Wilderotter Director Elections |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| DOCUSIGN INC. | May 29, 2024 | Election of Class III Directors: Peter Solvik Director Elections |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| DOMO INC. | June 11, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| DONEGAL GROUP INC. | April 18, 2024 | Adopt our 2024 equity incentive plan for directors. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| DONEGAL GROUP INC. | April 18, 2024 | Adopt our 2024 equity incentive plan for employees. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| DRAFTKINGS INC. | May 13, 2024 | To conduct a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 10 funds |
| DULUTH HOLDINGS INC. | May 23, 2024 | Election of Directors: David C. Finch Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| DULUTH HOLDINGS INC. | May 23, 2024 | To approve, by an advisory vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| DUPONT DE NEMOURS INC. | June 5, 2024 | Election of Directors: Frederick M. Lowery Director Elections |
Board | For | AGAINST 20 funds |
FOR 13 funds |
| DYNEX CAPITAL INC. | May 17, 2024 | To approve, in an advisory and non-binding vote, the compensation of the Company's named executive officers as disclosed in the accompanying Proxy Statement; Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| EAGLE BULK SHIPPING INC. | April 5, 2024 | The Convertible Note Share Issuance Proposal. To approve the issuance of shares of common stock issuable upon the potential future conversion of Eagle's 5.00% Convertible Senior Notes due 2024 in excess of the conversion share cap set forth in the Indenture, dated as of July 29, 2019 between Eagle and Deutsche Bank Trust Company Americas (the "convertible note share issuance proposal"). Capital Structure |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| EARTHSTONE ENERGY INC. | October 30, 2023 | To vote on a proposal to approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Earthstone's named executive officers that is based on or otherwise relates to the mergers; Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 6 funds |
| EASTMAN KODAK CO. | May 15, 2024 | Approval of the Second Amendment to the Amended and Restated 2013 Omnibus Incentive Plan Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| EATON CORPORATION PLC | April 24, 2024 | Election of Directors: Gregory R. Page Director Elections |
Board | For | AGAINST 29 funds |
FOR 12 funds |
| EATON CORPORATION PLC | April 24, 2024 | Election of Directors: Lori J. Ryerkerk Director Elections |
Board | For | AGAINST 29 funds |
FOR 12 funds |
| EDGEWELL PERSONAL CARE CO. | February 1, 2024 | Election of Directors: James C. Johnson Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| EGAIN CORP. | December 5, 2023 | Approval of the amendment and restatement to the Amended and Restated 2005 Stock Incentive Plan to increase the number of shares of Common Stock reserved for issuance thereunder by 1,000,000 shares to 8,460,000 shares and to extend the term thereof through October 11, 2033. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| EHEALTH INC. | June 12, 2024 | Approval of the eHealth, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| ELANCO ANIMAL HEALTH INC. | May 30, 2024 | Election of Directors: William Doyle Director Elections |
Board | For | AGAINST 9 funds |
FOR 13 funds |
| ELEMENT SOLUTIONS INC. | June 4, 2024 | Election of Directors: Ian G.H. Ashken Director Elections |
Board | For | AGAINST 6 funds |
FOR 10 funds |
| EMAGIN CORP. | August 31, 2023 | Proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| EMERGENT BIOSOLUTIONS INC. | May 23, 2024 | To approve an amendment to the Emergent BioSolutions Inc. Amended and Restated Stock Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| EMPIRE STATE REALTY TRUST INC. | May 9, 2024 | Election of Directors: Steven J. Gilbert Director Elections |
Board | For | AGAINST 4 funds |
FOR 11 funds |
| ENANTA PHARMACEUTICALS INC. | March 6, 2024 | To approve an amendment to our 2019 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| ENCORE WIRE CORP. | May 7, 2024 | BOARD PROPOSAL TO APPROVE, IN A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 8 funds |
| ENERGIZER HOLDINGS INC. | January 29, 2024 | Election of Directors: Robert V. Vitale Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| ENNIS INC. | July 13, 2023 | Election of Directors: Aaron Carter Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| ENNIS INC. | July 13, 2023 | Election of Directors: Gary S. Mozina Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| ENOVA INTERNATIONAL INC. | May 8, 2024 | Election of Directors (term expires 2025): Daniel R. Feehan Director Elections |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| ENOVA INTERNATIONAL INC. | May 8, 2024 | Election of Directors (term expires 2025): Linda Johnson Rice Director Elections |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| ENOVA INTERNATIONAL INC. | May 8, 2024 | To approve the Enova International, Inc. Fourth Amended and Restated 2014 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| ENPHASE ENERGY INC. | May 15, 2024 | To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 31 funds |
AGAINST 14 funds |
| ENSTAR GROUP LTD. | June 6, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| ENTEGRIS INC. | April 24, 2024 | Election of Directors: Azita Saleki-Gerhardt Director Elections |
Board | For | AGAINST 4 funds |
FOR 13 funds |
| ENTEGRIS INC. | April 24, 2024 | Election of Directors: David Reeder Director Elections |
Board | For | AGAINST 4 funds |
FOR 13 funds |
| ENTERPRISE BANCORP INC. | May 7, 2024 | Election of the following five directors of the Company, each to serve for a three-year term expiring at the 2027 annual meeting of shareholders or until their respective successors are duly elected and qualified, or until their earlier resignation, death or removal from office: Gino J. Baroni Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| ENVIRI CORP. | April 18, 2024 | Election of Directors: C. I. Haznedar Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| ENVIRI CORP. | April 18, 2024 | Election of Directors: D. C. Everitt Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| EOS ENERGY ENTERPRISES INC. | May 1, 2024 | Non-binding advisory vote to approve our named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| EPR PROPERTIES | May 29, 2024 | Election of Trustees: James B. Connor Director Elections |
Board | For | AGAINST 14 funds |
FOR 11 funds |
| EQRX INC. | November 8, 2023 | To approve, on a non-binding, advisory basis, the compensation that will or may be payable to EQRX's named executive officers that is based on or otherwise relates to the transactions contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| ESTEE LAUDER COMPANIES INC. | November 17, 2023 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 30 funds |
AGAINST 17 funds |
| EVERQUOTE INC. | June 6, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| EVERTEC INC. | May 23, 2024 | Election of directors: Virginia Gambale Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| EVOLUS INC. | June 6, 2024 | The approval of the Evolus Inc. 2024 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| EXP WORLD HOLDINGS INC. | May 13, 2024 | Election of Directors: Monica Weakley Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Barry Diller Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 14 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Julie Whalen Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 14 funds |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Peter Kern Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 14 funds |
| EXTREME NETWORKS INC. | November 8, 2023 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 5,000,000 shares of our common stock to those reserved for issuance under the plan; and Compensation |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| EXXON MOBIL CORP. | May 29, 2024 | Election of Directors: Joseph L. Hooley Director Elections |
Board | For | FOR 24 funds |
AGAINST 14 funds |
| EYEPOINT PHARMACEUTICALS INC. | June 20, 2024 | To approve an amendment to the EyePoint Pharmaceuticals, Inc. 2023 Long-Term Incentive Plan to (i) increase the number of shares of common stock authorized for issuance thereunder by 4,000,000 shares and (ii) increase the individual non-employee director compensation limit contained therein to $850,000 for ongoing directors in any calendar year and $1,100,000 for new directors in any calendar year. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| FASTLY INC. | June 12, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 6 funds |
| FATE THERAPEUTICS INC. | June 7, 2024 | Election of Class II Directors: William H. Rastetter, Ph.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 5 funds |
| FATE THERAPEUTICS INC. | June 7, 2024 | To approve the amendment and restatement of the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| FIBROGEN INC. | June 5, 2024 | To approve the FibroGen, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| FIDELITY NATIONAL FINANCIAL INC. | June 12, 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 14 funds |
FOR 13 funds |
| FIDELITY NATIONAL INFORMATION SERVICES INC. | June 5, 2024 | Election of Directors: Gary L. Lauer Director Elections |
Board | For | AGAINST 24 funds |
FOR 16 funds |
| FIDELITY NATIONAL INFORMATION SERVICES INC. | June 5, 2024 | Election of Directors: Jeffrey A. Goldstein Director Elections |
Board | For | AGAINST 24 funds |
FOR 16 funds |
| FIGS INC. | June 5, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| FIRST ADVANTAGE CORP. | June 7, 2024 | To elect the three Class III director nominees listed in the Proxy Statement: John Rudella Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| FIRST ADVANTAGE CORP. | June 7, 2024 | To elect the three Class III director nominees listed in the Proxy Statement: Joseph Osnoss Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| FIRST BANCORP | May 23, 2024 | Election of Directors: Juan Acosta Reboyras Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| FIRST HORIZON CORP. | April 23, 2024 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| FIRST WESTERN FINANCIAL INC. | June 5, 2024 | Advisory, non-binding vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| FISKER INC. | August 30, 2023 | To approve, for purposes of the rules of the New York Stock Exchange, the potential issuance of more than 19.99% of the Company's outstanding shares of Class A Common Stock, par value $0.00001 per share (the "Class A Common Stock"), in the Transaction. Capital Structure |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| FISKER INC. | March 5, 2024 | To approve, for purposes of the rules of the New York Stock Exchange, the potential issuance of more than 19.99% of the Company's outstanding shares of Class A Common Stock, par value $0.00001 per share (the "Class A Common Stock"), upon conversion of the Incremental Notes. Capital Structure |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| FLOOR & DECOR HOLDINGS INC. | May 8, 2024 | Election of Directors: Felicia Thorton Director Elections |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Louis C. Grassi Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Michael A. Azarian Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: Alexandra Ford English Director Elections |
Board | Not determined | AGAINST 22 funds |
FOR 13 funds |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | Not determined | AGAINST 22 funds |
FOR 13 funds |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: William Clay Ford, Jr. Director Elections |
Board | Not determined | AGAINST 22 funds |
FOR 13 funds |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: William E. Kennard Director Elections |
Board | Not determined | FOR 22 funds |
AGAINST 13 funds |
| FORGE GLOBAL HOLDINGS INC. | June 12, 2024 | The approval, on a non-binding advisory basis, of the compensation paid to the named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 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.