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 |
|---|---|---|---|---|---|---|
| ONCTERNAL THERAPEUTICS INC. | June 20, 2024 | To approve, 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; and Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| ONEWATER MARINE INC. | February 22, 2024 | Election of Directors: Christopher W. Bodine Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| OPENDOOR TECHNOLOGIES INC. | June 14, 2024 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers (Say-on-Pay Vote). Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 9 funds |
| OPENLANE INC. | June 7, 2024 | Election of the other director nominees: Stefan Jacoby Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Advisory approval of the compensation of OptimizeRx's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Amendment to OptimizeRx Corporation 2021 Equity Incentive Plan to increase the aggregate number of shares of common stock available for awards by 1,950,000 shares to 4,450,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Gregory D. Wasson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: James Lang Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Lynn O'Connor Vos Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| OPTIMIZERX CORP. | June 5, 2024 | Election of Directors: Patrick Spangler Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| ORGANOGENESIS HOLDINGS INC. | June 20, 2024 | Approval of an amendment to our 2018 Equity Incentive Plan to increase the number of shares of Class A common stock reserved for issuance thereunder by 15,900,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| ORMAT TECHNOLOGIES INC. | May 8, 2024 | To approve an amendment and restatement of the Company's 2018 Incentive Compensation Plan to increase the total number of shares reserved thereunder. Compensation |
Board | For | FOR 11 funds |
AGAINST 9 funds |
| OSI SYSTEMS INC. | December 12, 2023 | Approval of Amendment to the Amended and Restated OSI Systems, Inc. 2012 Incentive Award Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| OUTLOOK THERAPEUTICS INC. | March 7, 2024 | To approve the potential issuance in excess of 19.99% of our outstanding common stock in a private placement of shares of common stock and accompanying warrants at less than the "minimum price" under Nasdaq Listing Rule 5635. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| P10 INC. | June 14, 2024 | Approval of amendment to the 2021 Incentive Plan to increase the number of shares issuable under the 2021 plan by 11,000,000 shares. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC. | June 18, 2024 | Election of Directors: Marshall Mohr Director Elections |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Election of Directors: Roger B. Porter Director Elections |
Board | For | AGAINST 20 funds |
FOR 15 funds |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Election of Directors: Samuel M. Mencoff Director Elections |
Board | For | AGAINST 20 funds |
FOR 15 funds |
| PALATIN TECHNOLOGIES INC. | June 27, 2024 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers for the fiscal year ended June 30, 2023. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| PARK AEROSPACE CORP. | July 18, 2023 | Election of Directors: Steven T. Warshaw Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| PARK-OHIO HOLDINGS CORP. | May 23, 2024 | Election of Directors: Ronna Romney Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PDS BIOTECHNOLOGY CORP. | June 24, 2024 | To approve an amendment to our Eighth Amended and Restated Certificate of Incorporation, as amended, to increase the number of authorized shares of our common stock from 75,000,000 shares to 150,000,000 shares; Capital Structure |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| PENN ENTERTAINMENT INC. | June 4, 2024 | Approval, on an advisory basis, of the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 10 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: Cameron W. Kephart Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: Jill F. Schwartz Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PENNS WOODS BANCORP INC. | May 7, 2024 | Election of Directors: William J. Edwards Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Greg Penske Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Greg Smith Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: H. Brian Thompson Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: John Barr Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Kota Odagiri Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Michael Eisenson Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENSKE AUTOMOTIVE GROUP INC. | May 9, 2024 | Election of Directors: Ronald Steinhart Director Elections |
Board | Not determined | WITHHOLD 10 funds |
FOR 12 funds |
| PENTAIR PLC | May 7, 2024 | To re-elect director nominees: T. Michael Glenn Director Elections |
Board | For | AGAINST 25 funds |
FOR 14 funds |
| PERDOCEO EDUCATION CORP. | May 23, 2024 | Election of Directors: Leslie T. Thornton Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| PERFICIENT INC. | May 29, 2024 | Election of Directors: Gary M. Wimberly Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| PERIMETER SOLUTIONS SA | May 23, 2024 | To approve the compensation of certain of the non-employee independent directors of the Company for 2023; Compensation |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| PHYSICIANS REALTY TRUST | February 21, 2024 | Proposal to approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the named executive officers of Physicians Realty Trust in connection with the Company Merger; and Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 11 funds |
| PIEDMONT LITHIUM INC. | June 13, 2024 | Approval of the grant of up to 169,903 stock options to Mr. Keith Phillips. Compensation |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| PIEDMONT LITHIUM INC. | June 13, 2024 | Approval of the grant of up to 257,442 performance stock units to Mr. Keith Phillips. Compensation |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| PIEDMONT LITHIUM INC. | June 13, 2024 | Approval of the grant of up to 64,362 restricted stock units to Mr. Keith Phillips. Compensation |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| PIEDMONT LITHIUM INC. | June 13, 2024 | Approval of, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| PINTEREST INC. | May 23, 2024 | Approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 14 funds |
| PITNEY BOWES INC. | May 6, 2024 | Approval of the Pitney Bowes Inc. 2024 Stock Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| PLIANT THERAPEUTICS INC. | June 13, 2024 | To approve, by non-binding advisory vote, the resolution approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| PLUG POWER INC. | June 5, 2024 | Election of Class I Directors: Maureen O. Helmer Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 9 funds |
| PONCE FINANCIAL GROUP INC. | June 13, 2024 | Election of Directors for term ending in 2027: James C. Demetriou Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PONCE FINANCIAL GROUP INC. | June 13, 2024 | Election of Directors for term ending in 2027: Nick R. Lugo Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PRAXIS PRECISION MEDICINES INC. | June 5, 2024 | To approve, on an advisory (non-binding) basis, the compensation of the named executive officers as disclosed in the Company's proxy statement for the 2024 Annual Meeting of Stockholders pursuant to the applicable compensation disclosure rules of the SEC, including the compensation tables and narrative discussion. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: Beverly A. Cummings Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: H. Gifford Fong Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| PRIMEENERGY RESOURCES CORP. | June 5, 2024 | Election of Directors: Thomas S. T. Gimbel Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| PRIMERICA INC. | May 8, 2024 | To elect the following directors: Beatriz R. Perez Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| PROKIDNEY CORP. | May 30, 2024 | Election of Directors: Jennifer Fox Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| PROKIDNEY CORP. | May 30, 2024 | Election of Directors: Jose Ignacio Jimenez Santos Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| PROSPERITY BANCSHARES INC. | April 16, 2024 | Advisory approval of the compensation of the Company's named executive officers (Say-On-Pay). Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 13 funds |
| PROTO LABS INC. | May 23, 2024 | Election of Directors: Sujeet Chand Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| PULMONX CORP. | May 16, 2024 | To conduct a non-binding advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| PULSE BIOSCIENCES INC. | December 19, 2023 | Subject to approval of Proposal 1, to ratify options awarded under the Plan on November 1, 2023 to acquire up to 1,505,000 shares of the Company's common stock. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| PULTEGROUP INC. | May 6, 2024 | Election of Directors: Bryce Blair Director Elections |
Board | For | FOR 20 funds |
AGAINST 13 funds |
| PURE CYCLE CORP. | January 17, 2024 | Approve the Pure Cycle Corporation 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| PURPLE INNOVATION INC. | June 11, 2024 | Election of Directors: Adam L. Gray Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| PURPLE INNOVATION INC. | June 11, 2024 | Election of Directors: D. Scott Peterson Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| PURPLE INNOVATION INC. | June 11, 2024 | Election of Directors: Gary T. DiCamillo Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| QUANTUM COMPUTING INC. | November 7, 2023 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| QUANTUM-SI INC. | May 15, 2024 | To approve, by a non-binding, advisory vote, of the compensation of our named executive officers, as described in our proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| QUANTUMSCAPE CORP. | June 11, 2024 | To approve, on a non-binding advisory basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| QUOTIENT TECHNOLOGY INC. | August 3, 2023 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement in accordance with Securities and Exchange Commission rules. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| QUOTIENT TECHNOLOGY INC. | September 1, 2023 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Quotient Technology Inc.'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 6 funds |
AGAINST 3 funds |
| RAMBUS INC. | April 25, 2024 | Election of Directors: Charles Kissner Director Elections |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| RANPAK HOLDINGS CORP. | May 23, 2024 | Company Proposal - Approval of a non-binding advisory resolution approving the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| RAYMOND JAMES FINANCIAL INC. | February 22, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| RED RIVER BANCSHARES INC. | May 2, 2024 | Election of Directors: Teddy R. Price Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| RED ROBIN GOURMET BURGERS INC. | May 23, 2024 | Approval of the 2024 Performance Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| REGIONAL MANAGEMENT CORP. | May 16, 2024 | Approval of the Regional Management Corp. 2024 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| RELMADA THERAPEUTICS INC. | May 24, 2024 | To provide an advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| RENAISSANCERE HOLDINGS LTD. | May 13, 2024 | To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| RESIDEO TECHNOLOGIES INC. | June 5, 2024 | Election of Directors: Brian Kushner Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| RESIDEO TECHNOLOGIES INC. | June 5, 2024 | Election of Directors: Jack Lazar Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| RESIDEO TECHNOLOGIES INC. | June 5, 2024 | Election of Directors: Roger Fradin Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| REV GROUP INC. | February 29, 2024 | Election of Class I Directors: Charles Dutil Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| REV GROUP INC. | February 29, 2024 | Election of Class I Directors: Jean Marie Canan Director Elections |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| REVOLVE GROUP INC. | June 7, 2024 | Election of Directors: Melanie Cox Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 4 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: Charles A. Elcan Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: Edward M. Kress Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: Mervyn L. Alphonso Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| REX AMERICAN RESOURCES CORP. | June 11, 2024 | ELECTION OF DIRECTORS: Stuart A. Rose Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | Election of Directors: Allen P. Hugli Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 13 funds |
| REYNOLDS CONSUMER PRODUCTS INC. | April 24, 2024 | Election of Directors: Helen Golding Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 13 funds |
| RIBBON COMMUNICATIONS INC. | June 4, 2024 | Election of Directors: Bruns H. Grayson Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| RIBBON COMMUNICATIONS INC. | June 4, 2024 | Election of Directors: Richard W. Smith Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| RIBBON COMMUNICATIONS INC. | June 4, 2024 | Election of Directors: Shaul Shani Director Elections |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| RIMINI STREET INC. | June 6, 2024 | Election of Class I Director: Jack L. Acosta Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| RINGCENTRAL INC. | December 29, 2023 | To approve, on an advisory, non-binding basis, the named executive officers' compensation, as disclosed in the proxy statement (Proposal Three). Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 9 funds |
| RIVIAN AUTOMOTIVE INC. | June 18, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 9 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: Naveen Yalamanchi, M.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| ROCKET PHARMACEUTICALS INC. | June 13, 2024 | Election of Directors: R. Keith Woods Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| ROOT INC. | June 5, 2024 | To approve, on an advisory basis, our named executive officer compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 3 funds |
| ROSS STORES INC. | May 22, 2024 | Advisory vote to approve the resolution on the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 34 funds |
AGAINST 15 funds |
| RUMBLE INC. | June 14, 2024 | Approve the Rumble Inc. 2024 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 3 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.