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 |
|---|---|---|---|---|---|---|
| RUMBLEON INC. | July 14, 2023 | To approve an amendment to the RumbleOn, Inc. 2017 Stock Incentive Plan (the "Plan") to increase the number of shares of Class B common stock authorized for issuance under the Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| SAGA COMMUNICATIONS INC. | May 13, 2024 | To approve, by a non-binding advisory vote, a resolution approving the compensation of our named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | April 3, 2024 | Election of Directors: Vanitha Narayanan Director Elections |
Board | For | FOR 25 funds |
AGAINST 12 funds |
| SCHNITZER STEEL INDUSTRIES INC. | January 30, 2024 | To approve the Radius Recycling, Inc. 2024 Omnibus Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 23, 2023 | Determine the Price Range for the Re-allotment of Treasury Shares under Irish law. Capital Structure |
Board | For | FOR 17 funds |
AGAINST 11 funds |
| SEI INVESTMENTS CO. | May 29, 2024 | Election of Directors: Carmen V. Romeo Director Elections |
Board | For | AGAINST 19 funds |
FOR 12 funds |
| SEI INVESTMENTS CO. | May 29, 2024 | To approve, on an advisory basis, the compensation of named executive officers. Say-on-Pay |
Board | For | FOR 27 funds |
AGAINST 13 funds |
| SELLAS LIFE SCIENCES GROUP INC. | June 20, 2024 | To approve, on an 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 |
| SEMPRA | May 9, 2024 | Election of the following nine director nominees: Michael N. Mears Director Elections |
Board | Not determined | AGAINST 21 funds |
FOR 12 funds |
| SENSEONICS HOLDINGS INC. | May 22, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in this proxy statement. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| SERITAGE GROWTH PROPERTIES | June 5, 2024 | An advisory, non-binding resolution to approve the Company's executive compensation program for our named executive officers, as described in the proxy statement; and Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Election of Directors: Alan R. Buckwalter Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Election of Directors: Anthony L. Coelho Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Election of Directors: Marcus A. Watts Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| SERVICE CORPORATION INTERNATIONAL | May 7, 2024 | Election of Directors: Victor L. Lund Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| SERVICENOW INC. | May 23, 2024 | Election of Directors: Anita M. Sands Director Elections |
Board | For | AGAINST 26 funds |
FOR 13 funds |
| SERVICENOW INC. | May 23, 2024 | Election of Directors: Susan L. Bostrom Director Elections |
Board | For | AGAINST 26 funds |
FOR 13 funds |
| SHERWIN-WILLIAMS CO. | April 17, 2024 | Election of Directors: Arthur F. Anton Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| SHERWIN-WILLIAMS CO. | April 17, 2024 | Election of Directors: Christine A. Poon Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| SHOCKWAVE MEDICAL INC. | May 29, 2024 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Shockwave's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 10 funds |
| SILK ROAD MEDICAL INC. | June 18, 2024 | To approve, on an advisory basis, our executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | June 5, 2024 | Approval of executive compensation in an advisory, non-binding vote. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| SINCLAIR INC. | June 11, 2024 | Approval, by non-binding advisory vote, on our executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| SIRIUSPOINT LTD. | May 20, 2024 | Election of Directors (Class II): Daniel S. Loeb Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 4 funds |
| SITIME CORP. | May 30, 2024 | Election of Directors: Edward H. Frank Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 4 funds |
| SITIME CORP. | May 30, 2024 | Election of Directors: Tom D. Yiu Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| SITIME CORP. | May 30, 2024 | To approve, on an advisory basis, the compensation of SiTime's named executive officers as disclosed in SiTime's proxy statement. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| SKYWEST INC. | May 7, 2024 | Election of Directors: James L. Welch Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| SL GREEN REALTY CORP. | June 3, 2024 | To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 10 funds |
| SLEEP NUMBER CORP. | May 21, 2024 | Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 1,500,000 shares Compensation |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: B. Scott Smith Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: Michael Hodge Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 24, 2024 | Election of Directors: William R. Brooks Director Elections |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| SOUTHERN FIRST BANCSHARES INC. | May 21, 2024 | To conduct an advisory vote on the compensation of our named executive officers as disclosed in this proxy statement (this is a non-binding, advisory vote). Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 3 funds |
| SP PLUS CORP. | February 9, 2024 | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by SP+ to its named executive officers in connection with the merger of Merger Sub with and into SP+ pursuant to the Merger Agreement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | Election of Directors: Laura H. Wright Director Elections |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | Election of Directors: Ronald T. Kadish Director Elections |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| SPIRIT AIRLINES INC. | June 7, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the attached Proxy Statement pursuant to executive compensation disclosure rules under the Securities Exchange Act of 1934, as amended; Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| SPLUNK INC. | November 29, 2023 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Splunk 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 19 funds |
AGAINST 12 funds |
| SPORTSMAN'S WAREHOUSE HOLDINGS INC. | May 30, 2024 | Election of Directors: Steven R. Becker Director Elections |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Christopher Marshall (B Director) Director Elections |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| SPOTIFY TECHNOLOGY SA | April 17, 2024 | Election of Directors: Mr. Shishir Samir Mehrotra (A Director) Director Elections |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| SPRINGWORKS THERAPEUTICS INC | May 16, 2024 | Non-binding advisory vote on executive compensation Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| SPRINGWORKS THERAPEUTICS INC. | May 16, 2024 | Election of Class II Director: Freda Lewis-Hall Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| SPYRE THERAPEUTICS INC. | May 13, 2024 | To approve, in accordance with Nasdaq Listing Rule 5635(a), the issuance of shares of the Company's common stock upon conversion of the Company's Series B Convertible Preferred Stock issued in December 2023. Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SPYRE THERAPEUTICS INC. | May 13, 2024 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 29, 2024 | The approval of the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 12 funds |
| STAAR SURGICAL CO. | June 20, 2024 | Non-binding advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| STANDARD BIOTOOLS INC. | June 27, 2024 | To approve an amendment to our Amended and Restated 2011 Equity Incentive Plan, as amended, to increase the number of shares of common stock available for issuance thereunder by 19,125,000 shares. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Cathy D. Ross Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Kate Pew Wolters Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| STEELCASE INC. | July 12, 2023 | Election of twelve nominees to the Board of Directors: Peter M. Wege II Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| STEM INC. | May 29, 2024 | To approve the Stem, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| STEM INC. | May 29, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| STEPSTONE GROUP INC | May 13, 2024 | To approve, for purposes of complying with Nasdaq Listing Rule 5635, the issuance of shares of the Company's Class A common stock issuable pursuant to the terms of the Transaction Agreements, each dated February 7, 2024 between the Company and the other parties thereto, or related exchange agreement Capital Structure |
Board | For | AGAINST 3 funds |
FOR 8 funds |
| STERLING INFRASTRUCTURE INC. | May 9, 2024 | Election of Directors: Charles R. Patton Director Elections |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| STITCH FIX INC. | December 12, 2023 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 9 funds |
| STONECO LTD. | August 29, 2023 | APPROVAL OF THE REELECTION OF ANDRE STREET DE AGUIAR AS A DIRECTOR Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| STONECO LTD. | August 29, 2023 | APPROVAL OF THE REELECTION OF DIEGO FRESCO GUTIERREZ AS A DIRECTOR Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| STRATEGIC EDUCATION INC. | April 24, 2024 | Election of Directors: Dr. John T. Casteen, III Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| STRATUS PROPERTIES INC. | May 9, 2024 | Election of two Class II directors: Neville L. Rhone, Jr. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| STURM, RUGER & COMPANY INC. | May 30, 2024 | Election of Directors: Sandra S. Froman Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 7 funds |
| SUMMIT THERAPEUTICS INC. | October 12, 2023 | To approve an amendment to the Summit Therapeutics Inc. 2020 Stock Incentive Plan to increase the number of shares of the Company's common stock issuable under the Plan by 70,000,000 shares. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| SUPER GROUP (SGHC) LTD. | June 10, 2024 | Elect Director Jonathan Jossel Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| SUPER MICRO COMPUTER INC. | January 22, 2024 | To approve the further amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 13 funds |
AGAINST 11 funds |
| SUPER MICRO COMPUTER INC. | January 22, 2024 | To elect three Class II directors to hold office until the Annual Meeting of stockholders following fiscal year 2026 or until their successors are duly elected and qualified: Judy Lin Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 11 funds |
| SUPERNUS PHARMACEUTICALS INC. | June 14, 2024 | to consider and act upon a proposal to amend the Supernus Pharmaceuticals, Inc. 2021 Equity Incentive Plan to increase the number of shares available under the plan and make certain technical updates; and Compensation |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| SYNCHRONY FINANCIAL | June 11, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 23 funds |
FOR 14 funds |
| SYNDAX PHARMACEUTICALS INC. | May 15, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the 2024 proxy statement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| SYSCO CORP. | November 17, 2023 | Election of Directors: Alison Kenney Paul Director Elections |
Board | For | AGAINST 20 funds |
FOR 12 funds |
| TABOOLA.COM LTD. | May 28, 2024 | To approve an advisory proposal on executive compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| TANGER INC. | May 17, 2024 | Election of Directors: Luis A. Ubinas Director Elections |
Board | For | AGAINST 11 funds |
FOR 11 funds |
| TE CONNECTIVITY LTD. | March 13, 2024 | Election of eleven (11) director nominees proposed by the Board of Directors: Abhijit Y. Talwalkar Director Elections |
Board | Not determined | AGAINST 21 funds |
FOR 11 funds |
| TECHNIPFMC PLC | April 26, 2024 | 2023 U.K. Directors' Remuneration Report: To approve, as a non-binding advisory resolution, the Company's directors' remuneration report for the year ended December 31, 2023, as reported in the Company's UK. Annual Report and Accounts Compensation |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| TECHNIPFMC PLC | April 26, 2024 | Prospective Directors' Remuneration Policy: To approve the Company's prospective directors' remuneration policy for the three years ending December 31, 2027, in the form presented in the Company's directors' remuneration report for the year ended December 31, 2023 of the Company's U.K. Annual Report and Accounts, such policy to take effect immediately after the conclusion of the 2024 Annual General Meeting of Shareholders Compensation |
Board | For | FOR 8 funds |
AGAINST 13 funds |
| TECHTARGET INC. | June 4, 2024 | To approve an advisory (non-binding) resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 5 funds |
| TEJON RANCH CO. | May 14, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| TEJON RANCH CO. | May 14, 2024 | Election of Directors: Geoffrey L. Stack Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| TEJON RANCH CO. | May 14, 2024 | Election of Directors: Norman J. Metcalfe Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| TELADOC HEALTH INC. | May 23, 2024 | Elect eight directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Election of directors: Denise R. Singleton Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Election of directors: Simon M. Lorne Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| TELEDYNE TECHNOLOGIES INC. | April 24, 2024 | Election of directors: Wesley W. von Schack Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | FOR 24 funds |
AGAINST 14 funds |
| TELEFLEX INC. | May 3, 2024 | Election of Directors: Stuart A. Randle Director Elections |
Board | For | AGAINST 24 funds |
FOR 14 funds |
| TERRAN ORBITAL CORP. | May 29, 2024 | Election of Directors: Daniel Staton Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| TERRAN ORBITAL CORP. | May 29, 2024 | Election of Directors: James LaChance Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to approve executive compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | AGAINST 38 funds |
FOR 16 funds |
| TESLA INC. | June 13, 2024 | A Tesla proposal to approve the redomestication of Tesla from Delaware to Texas by conversion. Extraordinary Transactions |
Board | For | FOR 29 funds |
AGAINST 14 funds |
| TEXAS ROADHOUSE INC. | May 16, 2024 | Say on Pay - An Advisory Vote on the Approval of Executive Compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 13 funds |
| TFS FINANCIAL CORP. | February 22, 2024 | Election of Directors: ANTHONY J. ASHER Director Elections |
Board | For | FOR 3 funds |
AGAINST 6 funds |
| TG THERAPEUTICS INC. | June 14, 2024 | An advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| THE TRADE DESK, INC. | May 28, 2024 | The approval of The Trade Desk, Inc. 2024 Employee Stock Purchase Plan, which is an amendment and restatement of our 2016 Employee Stock Purchase Plan Capital Structure |
Board | For | FOR 9 funds |
AGAINST 11 funds |
| TINGO GROUP INC. | December 29, 2023 | To approve an amendment to the 2020 Equity Incentive Plan of TINGO GROUP (the "2020 Plan") to increase the number of shares of common stock authorized to be issued pursuant to the 2020 Plan from 25,000,000 to 30,000,000: Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| TOWNEBANK | May 22, 2024 | Elect Director W. Ashton Lewis Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 7 funds |
| TOWNSQUARE MEDIA INC. | May 9, 2024 | Approval of the Amended and Restated Townsquare Media, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Anilu Vazquez-Ubarri Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: David Bonderman Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: David Trujillo Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
← Previous Page 7 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.