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 |
|---|---|---|---|---|---|---|
| LENNAR CORP. | April 10, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 29 funds |
AGAINST 14 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Amy Banse Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Armando Olivera Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Jeffrey Sonnenfeld Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Serena Wolfe Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Sherrill W. Hudson Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Sidney Lapidus Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| LENNAR CORP. | April 10, 2024 | Elect 11 directors to serve until the 2025 Annual Meeting of Stockholders: Theron (Tig) Gilliam Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| LEVI STRAUSS & CO. | April 24, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| LEXEO THERAPEUTICS INC. | June 25, 2024 | The election of Mette Kirstine Agger as the Class I director: Mette Kirstine Agger Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| LIBERTY LATIN AMERICA LTD. | May 21, 2024 | To approve, on an advisory basis, the compensation of our named executive officers as described in the proxy statement under the heading "Executive Officers and Directors Compensation;" and Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| LINDBLAD EXPEDITIONS HOLDINGS INC. | June 4, 2024 | The approval, on an advisory basis, of the 2023 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| LINEAGE CELL THERAPEUTICS INC. | September 6, 2023 | To approve an amendment to the Lineage Cell Therapeutics, Inc. 2021 Equity Incentive Plan to increase the number of common shares available thereunder by 19,500,000. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LIONS GATE ENTERTAINMENT CORP. | November 28, 2023 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | November 28, 2023 | Election of Directors: Yvette Ostolaza Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| LIQUIDITY SERVICES INC. | February 29, 2024 | Election of Directors: Katharin S. Dyer Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 4 funds |
| LIVERAMP HOLDINGS INC. | August 15, 2023 | Approval of an increase in the number of shares available for issuance under the Company's Amended and Restated 2005 Equity Compensation Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| LOEWS CORP. | May 14, 2024 | Election of Directors: Ann E. Berman Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| LOEWS CORP. | May 14, 2024 | Election of Directors: Charles M. Diker Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| LOEWS CORP. | May 14, 2024 | Election of Directors: Walter L. Harris Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| LOVESAC CO. | June 11, 2024 | To approve Amendment No. 2 of the Second Amended and Restated 2017 Equity Incentive Plan that increases the number of shares reserved for issuance thereunder by 1,100,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LSB INDUSTRIES INC. | May 23, 2024 | Election of Directors: Barry H. Golsen Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| LSB INDUSTRIES INC. | May 23, 2024 | Election of Directors: Richard W. Roedel Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| LUCID GROUP INC. | June 4, 2024 | To approve the amendment and restatement of the Lucid Group, Inc. Second Amended and Restated 2021 Stock Incentive Plan Compensation |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| LUMENTUM HOLDINGS INC. | November 17, 2023 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 12 funds |
| LUMINAR TECHNOLOGIES INC. | June 5, 2024 | Approve, on an advisory (non-binding) basis, the compensation of Luminar Technologies, Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| MACROGENICS INC. | May 21, 2024 | To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials. Compensation |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| MADISON SQUARE GARDEN ENTERTAINMENT CORP. | December 6, 2023 | Approval of the Company's 2023 Employee Stock Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| MADISON SQUARE GARDEN ENTERTAINMENT CORP. | December 6, 2023 | Approval of the Company's 2023 Stock Plan for Non-Employee Directors. Compensation |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| MADRIGAL PHARMACEUTICALS INC. | June 25, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| MADRIGAL PHARMACEUTICALS INC. | June 25, 2024 | Re-election of Class II directors: Rebecca Taub, M.D. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| MAGNOLIA OIL & GAS CORP. | May 7, 2024 | Election of Directors: Arcilia C. Acosta Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 9 funds |
| MANHATTAN ASSOCIATES INC. | May 23, 2024 | Election of Directors: Deepak Raghavan Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| MANHATTAN ASSOCIATES INC. | May 23, 2024 | Election of Directors: Linda T. Hollembaek Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| MAPLEBEAR INC. | May 29, 2024 | To elect the following Class I director nominees: Fidji Simo Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Benjamin Daverman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Carl Hull Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Constantine Mihas Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 23, 2024 | To elect four nominees to the Board of Directors (3-year term expiring in 2027): Susannah Gray Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 6 funds |
| MARCUS & MILLICHAP INC. | May 2, 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 13 funds |
AGAINST 9 funds |
| MARINEMAX INC. | February 22, 2024 | Election of Directors, each to serve for a three-year term expiring in 2027: Charles R. Oglesby Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| MARINEMAX INC. | February 22, 2024 | Election of Directors, each to serve for a three-year term expiring in 2027: William H. McGill Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| MARINUS PHARMACEUTICALS INC. | May 22, 2024 | Approval of the Marinus Pharmaceuticals, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| MARQETA INC. | June 13, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| MARRIOTT INTERNATIONAL INC. | May 10, 2024 | ELECTION OF 12 DIRECTORS: David S. Marriott Director Elections |
Board | For | AGAINST 21 funds |
FOR 12 funds |
| MARRIOTT INTERNATIONAL INC. | May 10, 2024 | ELECTION OF 12 DIRECTORS: Deborah M. Harrison Director Elections |
Board | For | AGAINST 21 funds |
FOR 12 funds |
| MARTEN TRANSPORT LTD. | May 7, 2024 | Election of Directors: Jerry M. Bauer Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| MARTEN TRANSPORT LTD. | May 7, 2024 | Election of Directors: Larry B. Hagness Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| MARTEN TRANSPORT LTD. | May 7, 2024 | Election of Directors: Robert L. Demorest Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| MARTEN TRANSPORT LTD. | May 7, 2024 | Election of Directors: Thomas J. Winkel Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| MASCO CORP. | May 10, 2024 | Election of Directors: John C. Plant Director Elections |
Board | For | FOR 21 funds |
AGAINST 15 funds |
| MBIA INC. | May 2, 2024 | Election of Directors: Steven J. Gilbert Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| MBIA INC. | May 2, 2024 | To approve, on an advisory basis, executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: C. Reynolds Thompson, III Director Elections |
Board | For | FOR 12 funds |
AGAINST 13 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | FOR 12 funds |
AGAINST 13 funds |
| MEDICAL PROPERTIES TRUST INC. | May 30, 2024 | To elect nine directors: Michael G. Stewart Director Elections |
Board | For | FOR 12 funds |
AGAINST 13 funds |
| MERCER INTERNATIONAL INC. | May 31, 2024 | Election of Directors: Torbjorn Loof Director Elections |
Board | For | AGAINST 5 funds |
FOR 6 funds |
| MERCHANTS BANCORP | May 16, 2024 | A non-binding, advisory vote on the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 1994 International Employee Stock Purchase Plan to extend the term of the Plan by ten years to November 30, 2034. Compensation |
Board | For | FOR 17 funds |
AGAINST 14 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Proposal to approve an amendment and restatement of our 2001 Employee Stock Purchase Plan to extend the term of the Plan by ten years to August 31, 2034. Compensation |
Board | For | FOR 17 funds |
AGAINST 14 funds |
| MIDDLEBY CORP. | May 14, 2024 | Election of Directors: Sarah Palisi Chapin Director Elections |
Board | For | AGAINST 11 funds |
FOR 13 funds |
| MILLERKNOLL INC. | October 16, 2023 | Proposal to approve the MillerKnoll, Inc. 2023 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| MIRATI THERAPEUTICS INC. | December 13, 2023 | To approve, by non-binding, advisory vote, compensation that may be paid or become payable by Mirati to its named executive officers in connection with the Merger. Say-on-Pay |
Board | Contested | FOR 9 funds |
AGAINST 6 funds |
| MOBILEYE GLOBAL INC. | June 13, 2024 | Election of Directors: Christine Pambianchi Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| MOBILEYE GLOBAL INC. | June 13, 2024 | Election of Directors: Christoph Schell Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| MOBILEYE GLOBAL INC. | June 13, 2024 | Election of Directors: Patrick P. Gelsinger Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Bill Lyons Director Elections |
Board | For | FOR 9 funds |
AGAINST 12 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Cheryl Francis Director Elections |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| MORNINGSTAR INC. | May 10, 2024 | Election of Directors: Steve Kaplan Director Elections |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| MOTORCAR PARTS OF AMERICA INC. | September 14, 2023 | To vote on an advisory (non-binding) proposal to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| MP MATERIALS CORP. | June 11, 2024 | Advisory vote to approve compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| MUELLER INDUSTRIES INC. | September 26, 2023 | Approve the amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of common stock by 150,000,000 shares. Capital Structure |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| MULLEN AUTOMOTIVE INC. | August 3, 2023 | To approve the conversion of Mullen Automotive Inc. from a Delaware Corporation to a Maryland Corporation; Extraordinary Transactions |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| MULLEN AUTOMOTIVE INC. | August 3, 2023 | To approve, for purposes of complying with Nasdaq Listing Rule 5635(d), amendments to a securities purchase agreement to provide for the issuance of $7 million in additional shares of Common Stock and warrants exercisable into shares of Common Stock, and any future adjustments of the exercise price of the warrants; Capital Structure |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| MURPHY OIL CORP. | May 8, 2024 | Election of Directors: J.V. Kelley Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| MYERS INDUSTRIES INC. | April 25, 2024 | Election of Directors: JEFFREY KRAMER Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| NACCO INDUSTRIES INC. | May 15, 2024 | Proposal to approve, on an advisory basis, NACCO Industries, Inc.'s Named Executive Officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| NATHAN'S FAMOUS INC. | September 12, 2023 | Adoption, on an advisory basis, of a non-binding resolution approving the compensation of the Company's Named Executive Officers, as described in the proxy statement under "Executive Compensation" Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| NATIONAL STORAGE AFFILIATES TRUST | May 13, 2024 | The election of twelve trustees to serve on the Board of Trustees: Mark Van Mourick Director Elections |
Board | For | FOR 16 funds |
AGAINST 10 funds |
| NEUMORA THERAPEUTICS INC. | June 13, 2024 | To elect two Class I directors to hold office until the 2027 annual meeting of stockholders or until their successors are elected: Henry O. Gosebruch Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| NEW YORK COMMUNITY BANCORP INC. | June 5, 2024 | Approval of proposed amendments to the New York Community Bancorp, Inc. 2020 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 12 funds |
| NEWELL BRANDS INC. | May 9, 2024 | Election of Directors: Bridget Ryan Berman Director Elections |
Board | For | FOR 10 funds |
AGAINST 11 funds |
| NEWMARK GROUP INC. | October 5, 2023 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 9 funds |
| NEXPOINT REAL ESTATE FINANCE INC. | January 26, 2024 | To approve the amendment and restatement of the NexPoint Real Estate Finance, Inc. 2020 Long Term Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| NEXPOINT REAL ESTATE FINANCE INC. | May 7, 2024 | To elect seven directors to serve until the 2025 annual meeting of stockholders: Edward Constantino Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| NEXPOINT RESIDENTIAL TRUST INC. | May 7, 2024 | To elect seven directors to serve until the 2025 annual meeting of stockholders: Scott Kavanaugh Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 5 funds |
| NICOLET BANKSHARES INC. | May 20, 2024 | Election of Directors: Donald J. Long, Jr. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| NICOLET BANKSHARES INC. | May 20, 2024 | Election of Directors: John N. Dykema Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| NICOLET BANKSHARES INC. | May 20, 2024 | Election of Directors: Susan L. Merkatoris Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 4 funds |
| NIKOLA CORP. | August 3, 2023 | The approval of the issuance of our common stock upon the conversion of our 8.00% / 11.00% Series B Convertible Senior PIK Toggle Notes due 2026 and related change of control, for purposes of complying with Nasdaq listing rule 5635, which is contingent on the approval of Proposal 2. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| NIKOLA CORP. | June 5, 2024 | The approval of an amendment to the Nikola Corporation 2020 Stock Incentive Plan to increase the number of shares of common stock available for issuance thereunder by 130,000,000 shares, which is contingent on the approval of Proposal 2(a). Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| NIKOLA CORP. | June 5, 2024 | The approval, on a non-binding advisory basis, of the compensation paid by us to our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| NN INC. | May 14, 2024 | Advisory (non-binding) vote to approve the compensation of the named executive officers of NN, Inc. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| NOVAVAX INC. | June 13, 2024 | Amendment and restatement of the Novavax, Inc. Amended and Restated 2013 Employee Stock Purchase Plan to increase the number of shares of common stock available for issuance thereunder by 1,000,000 shares, such that the number of shares available for issuance thereunder is the lesser of (a) 2,155,000 shares of common stock increased on January 1 of each year by 5% of the share pool on such January 1 (rounded down to the nearest whole share) and (b) 3,510,264 shares of common stock. Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| NRG ENERGY INC. | April 25, 2024 | To elect thirteen directors: E. Spencer Abraham Director Elections |
Board | For | AGAINST 18 funds |
FOR 15 funds |
| NUVECTIS PHARMA INC. | June 13, 2024 | Election of Directors: Matthew Kaplan Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| NVENT ELECTRIC PLC | May 17, 2024 | By Separate Resolutions, Election of Director Nominees: Herbert K. Parker Director Elections |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| OCEAN BIOMEDICAL INC. | August 30, 2023 | Approval of a financing transaction which could result in the issuance of securities that will exceed 20% of our outstanding shares of common stock at a price less than the Minimum Price as defined by and in accordance with Nasdaq Listing Rule 5635(d) (the "Nasdaq Proposal"). Capital Structure |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| OCEANEERING INTERNATIONAL INC. | May 10, 2024 | Election of Directors: Steven A. Webster Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 7 funds |
| OMEROS CORP. | June 6, 2024 | Approval of advisory resolution on executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
← Previous Page 5 of 9 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.