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 |
|---|---|---|---|---|---|---|
| FORMFACTOR INC. | May 17, 2024 | Election of Directors: Jorge Titinger Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| FORTREA HOLDINGS | May 14, 2024 | Advisory vote to approve compensation for our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 6 funds |
| FTAI INFRASTRUCTURE INC. | May 29, 2024 | Election of Director: Ray M. Robinson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| FTI CONSULTING INC. | June 5, 2024 | Election of Directors: Mark S. Bartlett Director Elections |
Board | For | AGAINST 10 funds |
FOR 12 funds |
| FUBOTV INC. | June 18, 2024 | Approval, in accordance with Section 312.03 of the NYSE Listed Company Manual, of the full settlement of conversions in Common Stock of the Company's Convertible Senior Secured Notes due 2029; Capital Structure |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| FULL HOUSE RESORTS INC. | May 9, 2024 | Election of Directors: Michael A. Hartmeier Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| GAN LTD. | February 13, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to GAN Limited's named executive officers in connection with the merger. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| GARMIN LTD. | June 7, 2024 | Re-election of five directors and election of one new director: Jonathan C. Burrell Director Elections |
Board | For | FOR 24 funds |
AGAINST 13 funds |
| GCM GROSVENOR INC. | June 6, 2024 | Advisory, non-binding vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| GENERAC HOLDINGS INC. | June 13, 2024 | Election of Class III Directors: Robert D. Dixon Director Elections |
Board | For | AGAINST 20 funds |
FOR 15 funds |
| GENIE ENERGY LTD. | May 8, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| GENIE ENERGY LTD. | May 8, 2024 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| GENIE ENERGY LTD. | May 8, 2024 | Election of Directors: Joyce J. Mason Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| GEO GROUP INC. | May 3, 2024 | Election of Directors: Terry Mayotte Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| GEOPARK LTD. | July 19, 2023 | To re-elect Sylvia Escovar Gomez as a Director of the Company to serve until the next Annual General Meeting. Director Elections |
Board | For | AGAINST 1 fund |
FOR 3 funds |
| GEVO INC. | May 21, 2024 | To cast an advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| GLAUKOS CORP. | May 30, 2024 | Approval of the Glaukos Corporation Amended and Restated 2015 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 4 funds |
| GLIMPSE GROUP INC. | December 15, 2023 | To hold an advisory vote on executive compensation (the "Say-on-Pay Proposal") Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 5, 2024 | Election of four Class II directors: Alexander Drummond Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 5, 2024 | Election of four Class II directors: James Bush Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 5, 2024 | Election of four Class II directors: Mohammed Saif Al-Sowaidi Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| GLOBAL NET LEASE INC. | May 23, 2024 | Approval, on an advisory, non-binding basis, of the compensation paid to the Company's named executive officers identified in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 10 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay |
Board | For | FOR 23 funds |
AGAINST 16 funds |
| GOOSEHEAD INSURANCE INC. | May 6, 2024 | Non-binding and advisory resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| GRACO INC. | April 26, 2024 | Election of Directors: Archie C. Black Director Elections |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| GREAT LAKES DREDGE & DOCK CORP. | May 9, 2024 | Election of Directors: Kathleen M. Shanahan Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 7 funds |
| HACKETT GROUP INC. | May 2, 2024 | Election of Directors: David N. Dungan Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| HACKETT GROUP INC. | May 2, 2024 | Election of Directors: Maria A. Bofill Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| HALLADOR ENERGY CO. | May 30, 2024 | Approve, on an Advisory Basis, the Named Executive Officers' Compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| HALLADOR ENERGY CO. | May 30, 2024 | Election of six Directors for a one-year term: Bryan H. Lawrence Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| HALLADOR ENERGY CO. | May 30, 2024 | Election of six Directors for a one-year term: David C. Hardie Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| HANOVER INSURANCE GROUP INC. | May 14, 2024 | Election of three Directors, each for a three-year term: Cynthia L. Egan Director Elections |
Board | For | AGAINST 13 funds |
FOR 9 funds |
| HANOVER INSURANCE GROUP INC. | May 14, 2024 | Election of three Directors, each for a three-year term: Kathleen S. Lane Director Elections |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| HARBORONE BANCORP INC. | May 15, 2024 | A non-binding advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| HARLEY-DAVIDSON INC. | May 16, 2024 | To approve, by advisory vote, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 12 funds |
| HASHICORP INC. | June 25, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 7 funds |
| HAYNES INTERNATIONAL INC. | April 16, 2024 | To approve, on an advisory, non-binding, basis, the compensation that may be paid or become payable to Haynes' named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| HEIDRICK & STRUGGLES INTERNATIONAL INC. | May 23, 2024 | Approval of the Fifth Amended and Restated Heidrick & Struggles 2012 GlobalShare Program. Compensation |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| HERON THERAPEUTICS INC. | June 13, 2024 | To amend the 2007 Plan to increase the number of shares of common stock authorized for issuance thereunder by 7,500,000 from 39,190,000 to 46,690,000. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| HERON THERAPEUTICS INC. | June 13, 2024 | To approve, on a nonbinding advisory basis, compensation paid to our Named Executive Officers during the fiscal year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| HERSHA HOSPITALITY TRUST | November 8, 2023 | To consider and vote on a proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers in connection with the Company Merger. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| HEXCEL CORP. | May 2, 2024 | Election of Directors: Cynthia M. Egnotovich Director Elections |
Board | For | AGAINST 15 funds |
FOR 11 funds |
| HIPPO HOLDINGS INC. | June 4, 2024 | Elect three Class III directors for a three-year term: Assaf Wand Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| HIPPO HOLDINGS INC. | June 4, 2024 | Elect three Class III directors for a three-year term: Sandra Wijnberg Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| HMC CAPITAL LTD. | November 15, 2023 | Approve Employee Equity Plan Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| HOME BANCORP INC. | May 7, 2024 | Election of Directors: John A. Hendry - one-year term expiring in 2025 Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| HOME BANCSHARES INC. | April 18, 2024 | Election of Directors: Jim Rankin, Jr. Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| HOVNANIAN ENTERPRISES INC. | March 21, 2024 | Approval of the Third Amended and Restated 2020 Hovnanian Enterprises, Inc. Stock Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| HUDSON TECHNOLOGIES INC. | June 12, 2024 | To approve the 2024 Stock Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| IAC INC. | June 11, 2024 | Election of Directors: Alexander von Furstenberg Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| IAC INC. | June 11, 2024 | Election of Directors: Barry Diller Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| IAC INC. | June 11, 2024 | Election of Directors: Bonnie S. Hammer Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| IAC INC. | June 11, 2024 | Election of Directors: David Rosenblatt Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 11 funds |
| IAC INC. | June 11, 2024 | Election of Directors: Victor A. Kaufman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 11 funds |
| IAC INC. | June 11, 2024 | To approve a non-binding advisory vote on IAC's 2023 executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| IBIO INC. | November 27, 2023 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers ("say-on-pay"). Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| IDEXX LABORATORIES INC. | May 6, 2024 | Election of Directors (Proposal One): Sam Samad Director Elections |
Board | For | AGAINST 28 funds |
FOR 15 funds |
| IGM BIOSCIENCES INC. | June 11, 2024 | Approval of a stock option exchange program for employees (excluding our chief executive officer and non-employee directors). Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| IHEARTMEDIA INC. | June 5, 2024 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 7 funds |
| ILLINOIS TOOL WORKS INC. | May 3, 2024 | Election of Directors: Pamela B. Strobel Director Elections |
Board | For | AGAINST 24 funds |
FOR 16 funds |
| INGERSOLL RAND INC. | June 13, 2024 | Election of Directors: Kirk E. Arnold Director Elections |
Board | For | AGAINST 20 funds |
FOR 13 funds |
| INNOVATE CORP. | June 18, 2024 | To approve an amendment to the Certificate of Incorporation to increase the number of authorized shares of the Common Stock from 160,000,000 to 250,000,000 shares (the "Authorized Share Proposal"). Capital Structure |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| INNOVATIVE INDUSTRIAL PROPERTIES INC. | May 15, 2024 | Approval on a non-binding advisory basis of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 8 funds |
| INOVIO PHARMACEUTICALS INC. | May 21, 2024 | To approve, on a non-binding advisory basis, the resolution regarding compensation of our named executive officers described in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Paul J. Brody Director Elections |
Board | For | AGAINST 12 funds |
FOR 14 funds |
| INTERDIGITAL INC. | June 5, 2024 | Election of Directors: John D. Markley, Jr. Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| INTEVAC INC. | May 15, 2024 | Proposal to approve an amendment to the Intevac 2020 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 900,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| INTUITIVE SURGICAL INC. | April 25, 2024 | The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 23 funds |
AGAINST 15 funds |
| INVESCO LTD. | May 23, 2024 | Election of Directors: William F. Glavin, Jr. Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| IQVIA HOLDINGS INC. | April 16, 2024 | The election of six directors: Todd B. Sisitsky Director Elections |
Board | For | AGAINST 21 funds |
FOR 15 funds |
| IRHYTHM TECHNOLOGIES INC. | May 29, 2024 | To approve, on a non-binding advisory basis, the named executive officer compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| IROBOT CORP. | October 12, 2023 | To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to iRobot's named executive officers in connection with the merger; and Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: Brent Cox Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: Christopher Robert Burch Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: Jiangyan Zhu Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| ISPIRE TECHNOLOGY INC. | June 25, 2024 | Election of Directors: John Fargis Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| IVERIC BIO INC. | July 6, 2023 | To approve, by non-binding, advisory vote, compensation that may be paid or become payable by IVERIC to its named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| JETBLUE AIRWAYS CORP. | May 17, 2024 | To approve, on an advisory basis, the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| JUNIPER NETWORKS INC. | June 4, 2024 | Election of Directors: Anne DelSanto Director Elections |
Board | For | AGAINST 24 funds |
FOR 14 funds |
| KARUNA THERAPEUTICS INC. | March 12, 2024 | To approve, on an advisory, non-binding basis, certain compensation that will or may be paid by Karuna to its named executive officers that is based on or otherwise relates to the merger of Merger Sub with and into Karuna pursuant to the merger agreement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 12 funds |
| KARYOPHARM THERAPEUTICS INC. | May 29, 2024 | To approve a one-time stock option exchange program for non-executive officer employees. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| KB HOME | April 18, 2024 | Election of Directors: Arthur R. Collins Director Elections |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| KB HOME | April 18, 2024 | Election of Directors: Jodeen A. Kozlak Director Elections |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| KEYSIGHT TECHNOLOGIES INC. | March 21, 2024 | Elect three directors to a 3-year term: Charles J. Dockendorff Director Elections |
Board | For | AGAINST 21 funds |
FOR 15 funds |
| KEYSIGHT TECHNOLOGIES INC. | March 21, 2024 | Elect three directors to a 3-year term: Ronald S. Nersesian Director Elections |
Board | For | AGAINST 21 funds |
FOR 15 funds |
| KEZAR LIFE SCIENCES INC. | June 18, 2024 | Advisory vote on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| KIMBALL ELECTRONICS INC. | November 17, 2023 | To approve the Kimball Electronics, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Andrew Bialecki Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 3 funds |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Ping Li Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 3 funds |
| KLAVIYO INC. | June 11, 2024 | Election of Class I Directors: Tony Weisman Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 3 funds |
| KNOWLES CORP. | April 30, 2024 | Approval of the Second Amended and Restated 2018 Equity and Cash Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Andrew D. Sandifer Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: David L. Motley Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Louis L. Testoni Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Sonja M. Wilkerson Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| KOPPERS HOLDINGS INC. | May 2, 2024 | PROPOSAL FOR ELECTION OF DIRECTORS: Xudong Feng, Ph.D. Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| KURA ONCOLOGY INC. | June 5, 2024 | Approval of an amendment to our Amended and Restated 2014 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| KURA ONCOLOGY INC. | June 5, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers during the year ended December 31, 2023. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| LADDER CAPITAL CORP | June 6, 2024 | Approval of a non-binding, advisory resolution to approve our executive compensation (''Say on Pay'') Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| LAKELAND FINANCIAL CORP. | April 9, 2024 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 13 funds |
WITHHOLD 7 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.