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 |
|---|---|---|---|---|---|---|
| TPG INC. | June 5, 2024 | Election of Directors: Deborah Messemer Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Ganendran Sarvananthan Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Jack Weingart Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: James Coulter Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Jeffrey Rhodes Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Jonathan Coslet Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Josh Baumgarten Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Kelvin Davis Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Maya Chorengel Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Nehal Raj Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Directors: Todd Sisitsky Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Anilu Vazquez-Ubarri Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: David Trujillo Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Ganendran Sarvananthan Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jack Weingart Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: James Coulter Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jeffrey Rhodes Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Jon Winkelried Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Josh Baumgarten Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Kelvin Davis Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Nehal Raj Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TPG INC. | June 5, 2024 | Election of Executive Committee Members: Todd Sisitsky Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 9 funds |
| TRANSMEDICS GROUP INC. | May 23, 2024 | Election of Directors: Edward M. Basile Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| TRANSUNION | May 2, 2024 | Election of Directors: Russell P. Fradin Director Elections |
Board | Not determined | AGAINST 9 funds |
FOR 11 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Carl E. Tack, III Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| TREDEGAR CORP. | May 9, 2024 | Election of Directors: Gregory A. Pratt Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| TREX COMPANY INC. | May 7, 2024 | Election of Directors: James E. Cline Director Elections |
Board | For | AGAINST 11 funds |
FOR 12 funds |
| TURTLE BEACH CORP. | June 11, 2024 | Election of Directors: Julia W. Sze Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| TUTOR PERINI CORP. | May 22, 2024 | Approve the compensation of the Company's named executive officers on an advisory (non-binding) basis. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | AGAINST 22 funds |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: David J. Bronczek Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Jeffrey K. Schomburger Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: John H. Tyson Director Elections |
Board | For | AGAINST 22 funds |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Les R. Baledge Director Elections |
Board | For | AGAINST 22 funds |
FOR 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Maria Claudia Borras Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Mikel A. Durham Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| TYSON FOODS INC. | February 8, 2024 | Election of Directors: Noel White Director Elections |
Board | For | AGAINST 22 funds |
FOR 14 funds |
| UFP INDUSTRIES INC. | April 24, 2024 | To consider and vote upon a proposal to approve an Amendment to the Company's Articles of Incorporation to authorize an additional 100,000,000 shares of Common Stock. Capital Structure |
Board | For | FOR 10 funds |
AGAINST 11 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | June 18, 2024 | Approval of the Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 5 funds |
| UNITED PARKS & RESORTS INC. | March 25, 2024 | If Proposal 1 is approved, to approve and authorize a new $500.0 million share repurchase program of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path's common stock ownership interest percentage would, as a result of such repurchase, equal or exceed 50% (excluding Hill Path's and its affiliates non-voting derivative positions). Capital Structure |
Board | For | AGAINST 2 funds |
FOR 8 funds |
| UNITED RENTALS INC. | May 9, 2024 | Election of Directors: Larry D. De Shon Director Elections |
Board | Not determined | FOR 25 funds |
AGAINST 14 funds |
| UNITED STATES CELLULAR CORP. | May 21, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| UNITED THERAPEUTICS CORP. | June 26, 2024 | Approval of the amendment and restatement of the United Therapeutics Corporation Amended and Restated 2015 Stock Incentive Plan. Compensation |
Board | For | AGAINST 15 funds |
FOR 13 funds |
| UNIVERSAL HEALTH REALTY INCOME TRUST | June 5, 2024 | Election of Trustees: Marc D. Miller Director Elections |
Board | For | AGAINST 11 funds |
FOR 4 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 13, 2024 | Approval of the Amended and Restated Universal Insurance Holdings, Inc. 2021 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 13, 2024 | Election of twelve directors: Scott P. Callahan Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| URBAN OUTFITTERS INC. | June 5, 2024 | Election of Directors: Margaret A. Hayne Director Elections |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Dino M. Cusumano Director Elections |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Lee E. Evangelakos Director Elections |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| VAIL RESORTS INC. | December 6, 2023 | Election of Directors: D. Bruce Sewell Director Elections |
Board | For | FOR 11 funds |
AGAINST 13 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Loretta J. Feehan Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| VALHI INC. | May 23, 2024 | Director Nominees: Thomas E. Barry Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Phaedra S. Chrousos Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| VARONIS SYSTEMS INC. | June 3, 2024 | To approve the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| VENTYX BIOSCIENCES INC. | June 5, 2024 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2023 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| VERASTEM INC. | May 23, 2024 | To approve an advisory vote on the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| VIEMED HEALTHCARE INC. | June 6, 2024 | To consider and, if thought appropriate, to pass an ordinary resolution (the text of which is disclosed in Section 10(iv) of the Management Information and Proxy Circular) to ratify, confirm and approve the 2024 Long Term Incentive Plan of the Corporation, as more particularly described in the Management Information and Proxy Circular. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| VIKING THERAPEUTICS INC. | May 21, 2024 | TO APPROVE OUR 2024 EQUITY INCENTIVE PLAN. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| VIRGIN GALACTIC HOLDINGS INC. | June 12, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 3 funds |
| VIRTUS INVESTMENT PARTNERS INC. | May 15, 2024 | To approve an amendment to the Company's Amended and Restated Omnibus Incentive and Equity Plan to increase the number of shares available for issuance by 455,000 shares. Compensation |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Daniel J. O'Leary Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| VITESSE ENERGY INC. | May 2, 2024 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Egon Durban Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Michael Dell Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| W.W. GRAINGER INC. | April 24, 2024 | Election of Directors: Beatriz R. Perez Director Elections |
Board | For | FOR 25 funds |
AGAINST 13 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 35 funds |
AGAINST 15 funds |
| WALMART INC. | June 5, 2024 | Election of Directors: Thomas W. Horton Director Elections |
Board | For | AGAINST 26 funds |
FOR 14 funds |
| WALT DISNEY CO. | April 3, 2024 | Consideration of an advisory vote to approve Company's executive compensation. Say-on-Pay |
Board | Contested | AGAINST 34 funds |
FOR 14 funds |
| WARRIOR MET COAL INC. | April 25, 2024 | MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | AGAINST 14 funds |
FOR 8 funds |
| WEST BANCORPORATION INC. | April 25, 2024 | To approve an amendment to the West Bancorporation, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| WEYCO GROUP INC. | May 7, 2024 | Approval of the Weyco Group, Inc. 2024 Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| WHIRLPOOL CORP. | April 16, 2024 | Election of Directors: Samuel R. Allen Director Elections |
Board | For | AGAINST 19 funds |
FOR 15 funds |
| WIDEOPENWEST INC. | May 9, 2024 | Election of Directors: Phil Seskin Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| WILLDAN GROUP INC. | June 13, 2024 | Approval of an amendment to our 2008 Performance Incentive Plan (the "2008 Plan"), including an increase in the number of shares available for grant under the 2008 Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| WILLIAMS-SONOMA INC. | May 29, 2024 | An advisory vote to approve executive compensation Say-on-Pay |
Board | For | AGAINST 23 funds |
FOR 14 funds |
| WORKHORSE GROUP INC. | May 14, 2024 | Proposal to approve, for the purposes of Nasdaq Listing Rule 5635(D), the proposed issuance of the maximum number of shares of our common stock underlying our (A) senior secured convertible notes and (B) warrants to purchase common stock Capital Structure |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| WORKIVA INC. | May 30, 2024 | Election of Directors: Robert H. Herz Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 6 funds |
| WW INTERNATIONAL INC. | May 9, 2024 | Advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| XCEL ENERGY INC. | May 22, 2024 | Approval of Xcel Energy Inc.'s executive compensation in an advisory vote (say on pay vote) Say-on-Pay |
Board | For | FOR 30 funds |
AGAINST 15 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Bernardo Amaral Botelho as a director. Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Bruno Constantino Alexandre dos Santos as a director. Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Gabriel Klas da Rocha Leal as a director. Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Guilherme Dias Fernandes Benchimol as a director. Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| XP INC. | May 24, 2024 | Approval of the reappointment of Martin Emiliano Escobari Lifchitz as an independent director. Director Elections |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| ZEBRA TECHNOLOGIES CORP. | May 9, 2024 | Advisory vote to approve Named Executive Officers' compensation. Say-on-Pay |
Board | Not determined | FOR 28 funds |
AGAINST 16 funds |
| ZIMMER BIOMET HOLDINGS INC. | May 10, 2024 | Election of Directors: Sreelakshmi Kolli Director Elections |
Board | For | FOR 24 funds |
AGAINST 15 funds |
| ZUORA INC. | June 27, 2024 | To approve the issuance of the maximum number of shares of our Class A common stock upon (i) conversion of $400,000,000 aggregate principal amount of our 3.95% / 15.50% Convertible Senior PIK Toggle Notes due 2029 under the related indenture and (ii) exercise of warrants to acquire up to 7,500,000 shares of our Class A common stock. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 5 funds |
| ZUORA INC. | June 27, 2024 | To approve, on a non-binding advisory basis, the compensation paid by us to our named executive officers as disclosed in the proxy materials. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| ACADIA HEALTHCARE COMPANY INC. | May 23, 2024 | Election of Directors: E. Perot Bissell Director Elections |
Board | For | Split 2 FOR, 11 AGAINST |
FOR 11 funds |
| ACI WORLDWIDE INC. | June 4, 2024 | Election of Directors: Adalio T. Sanchez Director Elections |
Board | For | Split 2 FOR, 11 AGAINST |
FOR 7 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: James P. Cain Director Elections |
Board | For | Split 1 FOR, 21 AGAINST |
AGAINST 17 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Steven R. Hash Director Elections |
Board | For | Split 1 FOR, 21 AGAINST |
AGAINST 17 funds |
| ALKERMES PLC | May 31, 2024 | To approve the Alkermes plc 2018 Stock Option and Incentive Plan, as amended. Compensation |
Board | For | Split 2 FOR, 10 AGAINST |
FOR 12 funds |
| AMERICAN EQUITY INVESTMENT LIFE HLDG CO. | November 10, 2023 | The Compensation Proposal - To approve, on an advisory (non-binding) basis, certain merger-related executive officer compensation that may be paid or become payable to AEL's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | Split 15 FOR, 2 AGAINST |
AGAINST 10 funds |
| AMERICAN NATIONAL BANKSHARES INC. | November 14, 2023 | Proposal to approve, on an advisory (non-binding) basis, specified compensation that may be paid or become payable to the named executive officers of American National that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | Split 1 FOR, 2 AGAINST |
FOR 3 funds |
| ARIS WATER SOLUTIONS INC. | May 9, 2024 | Amend the Aris Water Solutions, Inc. 2021 Equity Incentive Plan to increase the number of shares of common stock that may be issued under the plan. Compensation |
Board | For | Split 2 FOR, 2 AGAINST |
FOR 2 funds |
| AXOS FINANCIAL INC. | November 9, 2023 | To approve the Amended and Restated 2014 Stock Incentive Plan. Compensation |
Board | For | Split 1 FOR, 10 AGAINST |
FOR 9 funds |
| BELDEN INC. | May 23, 2024 | Election of Directors: David J. Aldrich Director Elections |
Board | For | Split 2 FOR, 8 AGAINST |
FOR 8 funds |
| BOSTON PROPERTIES INC. | May 22, 2024 | To approve, by non-binding, advisory resolution, the Company's named executive officer compensation. Say-on-Pay |
Board | For | Split 36 FOR, 1 AGAINST |
FOR 18 funds |
← Previous Page 8 of 9 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.