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 |
|---|---|---|---|---|---|---|
| 10X GENOMICS INC. | June 11, 2024 | A vote to approve, on a non-binding, advisory basis, the compensation of our named executive officers; and Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 9 funds |
| 374WATER INC. | June 13, 2024 | Election of Directors: Richard H. Davis Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| 374WATER INC. | June 13, 2024 | Election of Directors: Terry Merrell Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 3 funds |
| 374WATER INC. | June 13, 2024 | Increase of the number of shares of Common Stock authorized and issuable under the Company's 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| 3M CO. | May 14, 2024 | Advisory approval of executive compensation. Say-on-Pay |
Board | For | FOR 34 funds |
AGAINST 14 funds |
| 3M CO. | May 14, 2024 | To elect 12 members to the Board of Directors, each for a term of one year: Anne H. Chow Director Elections |
Board | For | AGAINST 26 funds |
FOR 12 funds |
| ABBOTT LABORATORIES | April 26, 2024 | Election of 12 Directors: N. McKinstry Director Elections |
Board | For | FOR 26 funds |
AGAINST 16 funds |
| ACADIA PHARMACEUTICALS INC. | May 29, 2024 | To approve the Company's 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 8 funds |
| ACCURAY INC. | November 9, 2023 | To approve an amendment to our 2016 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| ACLARIS THERAPEUTICS INC. | June 6, 2024 | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement accompanying this proxy card. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Chenming C. Hu Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 4 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Haiping Dun Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 4 funds |
| ACM RESEARCH INC. | June 13, 2024 | Election of Directors: Tracy Liu Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 4 funds |
| ACV AUCTIONS INC. | May 29, 2024 | Elect three Class III directors: Kirsten Castillo Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 4 funds |
| ACV AUCTIONS INC. | May 29, 2024 | Elect three Class III directors: Rene F. Jones Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| ADAPTIVE BIOTECHNOLOGIES CORP. | June 7, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the proxy statement; Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 6 funds |
| ADICET BIO INC. | June 5, 2024 | To ratify, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Gregory J. McCray Director Elections |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: H. Fenwick Huss Director Elections |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| ADTRAN HOLDINGS INC. | May 8, 2024 | Election of Directors: Nikos Theodosopoulos Director Elections |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| ADVANTAGE SOLUTIONS INC. | May 29, 2024 | To approve, on an advisory (non-binding) basis, the compensation of Advantage Solutions Inc.'s named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| AEROVATE THERAPEUTICS INC. | June 5, 2024 | Election of Directors: David Grayzel, M.D. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| AEVA TECHNOLOGIES INC. | December 18, 2023 | Approve Certain Securities Issuances for the Purpose of Complying with NYSE Rules. Capital Structure |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| AGENUS INC. | June 11, 2024 | To approve an amendment to our Amended and Restated 2019 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| AGENUS INC. | June 11, 2024 | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| AGILON HEALTH INC. | May 29, 2024 | Election of Class III Directors: Ravi Sachdev Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| AGILON HEALTH INC. | May 29, 2024 | Election of Class III Directors: William Wulf, M.D. Director Elections |
Board | For | AGAINST 5 funds |
FOR 13 funds |
| AIRGAIN INC. | June 12, 2024 | To consider and vote upon, 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. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| AIRSCULPT TECHNOLOGIES INC. | May 7, 2024 | Election of Directors: Caroline Chu Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| AIRSCULPT TECHNOLOGIES INC. | May 7, 2024 | Election of Directors: Dr. Aaron Rollins Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| AKAMAI TECHNOLOGIES INC. | May 10, 2024 | Election of Directors: Madhu Ranganathan Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | Election of Directors: Richard H. Klein Director Elections |
Board | For | FOR 22 funds |
AGAINST 17 funds |
| ALEXANDRIA REAL ESTATE EQUITIES INC. | May 14, 2024 | To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement. Say-on-Pay |
Board | For | FOR 31 funds |
AGAINST 18 funds |
| ALIGNMENT HEALTHCARE INC. | June 7, 2024 | Approve, on an advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| ALIGNMENT HEALTHCARE INC. | June 7, 2024 | Election of Directors: Joseph Konowiecki Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| ALIGNMENT HEALTHCARE INC. | June 7, 2024 | Election of Directors: Margaret McCarthy Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| ALLISON TRANSMISSION HOLDINGS INC. | May 8, 2024 | Election of Directors: David C. Everitt Director Elections |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| ALLISON TRANSMISSION HOLDINGS INC. | May 8, 2024 | Election of Directors: Richard P. Lavin Director Elections |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| ALLOGENE THERAPEUTICS INC. | June 5, 2024 | Election of Directors: Joshua Kazam Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 4 funds |
| ALLOGENE THERAPEUTICS INC. | June 5, 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 8 funds |
AGAINST 5 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: Frances H. Arnold Director Elections |
Board | For | FOR 28 funds |
AGAINST 14 funds |
| ALPHABET INC. | June 7, 2024 | Election of ten Directors: Robin L. Washington Director Elections |
Board | For | FOR 28 funds |
AGAINST 14 funds |
| ALTI GLOBAL INC. | June 26, 2024 | To approve, for purposes of complying with Nasdaq Rule 5635(b), the issuance of shares of Class A Common Stock and Series A Preferred Stock to Allianz Strategic Investments S.a.r.l., including shares of Class A Common Stock issuable upon the conversion of the Series A Preferred Stock and the exercise of warrants to purchase Class A Common Stock. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| AMBARELLA INC. | June 12, 2024 | To approve an amendment and restatement of the Ambarella, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| AMDOCS LTD. | February 2, 2024 | ELECTION OF DIRECTORS: Robert A. Minicucci Director Elections |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| AMERICAN AXLE & MANUFACTURING HOLDINGS INC. | May 2, 2024 | Election of Directors: Samuel Valenti III Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| AMERICAN COASTAL INSURANCE CORP. | May 14, 2024 | Election of Directors To be elected for terms expiring in 2025: Alec L. Poitevint, II Class B Nominee Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| AMERICAN HOMES 4 RENT | May 10, 2024 | Election of Trustees: Matthew R. Zaist Director Elections |
Board | For | AGAINST 13 funds |
FOR 15 funds |
| AMERICAN INTERNATIONAL GROUP INC. | May 15, 2024 | Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 32 funds |
AGAINST 14 funds |
| AMKOR TECHNOLOGY INC. | May 14, 2024 | Election of Directors: Gil C. Tily Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 11 funds |
| AMKOR TECHNOLOGY INC. | May 14, 2024 | Election of Directors: James J. Kim Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 11 funds |
| AMKOR TECHNOLOGY INC. | May 14, 2024 | Election of Directors: Susan Y. Kim Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 11 funds |
| AMKOR TECHNOLOGY INC. | May 14, 2024 | Election of Directors: Winston J. Churchill Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 11 funds |
| AMMO INC. | January 11, 2024 | Approval of the stock amendment plan proposal. Compensation |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| AMNEAL PHARMACEUTICALS INC. | May 2, 2024 | Election of Directors: Gautam Patel Director Elections |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| AMNEAL PHARMACEUTICALS INC. | May 2, 2024 | Election of Directors: Paul Meister Director Elections |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| AMPHASTAR PHARMACEUTICALS INC. | June 3, 2024 | To approve the amendment and restatement of our 2015 Equity Incentive Plan. Compensation |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| AMTECH SYSTEMS INC. | March 6, 2024 | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the accompanying proxy statement and Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| ANAPTYSBIO INC. | June 12, 2024 | To approve the amendment and restatement of our 2017 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| ANGEL OAK MORTGAGE REIT INC. | May 15, 2024 | To approve, on a non-binding advisory basis, a resolution regarding the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| ANTERO RESOURCES CORP. | June 5, 2024 | To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 13 funds |
| ANYWHERE REAL ESTATE INC. | May 2, 2024 | Advisory Approval of the Compensation of Our Named Executive Officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 9 funds |
| APARTMENT INCOME REIT CORP. | June 25, 2024 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers calculated in accordance with the Securities and Exchange Commission's rules and regulations, that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | FOR 21 funds |
AGAINST 15 funds |
| APOLLO GLOBAL MANAGEMENT INC. | June 24, 2024 | ELECTION OF DIRECTORS: David Simon Director Elections |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| APPFOLIO INC. | June 14, 2024 | Advisory approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| APPFOLIO INC. | June 14, 2024 | Approve the AppFolio, Inc. 2025 Employee Stock Purchase Plan. Compensation |
Board | For | FOR 8 funds |
WITHHOLD 5 funds |
| APPLIED OPTOELECTRONICS INC. | June 6, 2024 | To approve a portion of the award of performance-vesting restricted stock units (PSUs) granted to our Chief Executive Officer in June 2023 with respect to 355,871 shares at target level performance, which portion exceeded the annual limit on the value of awards granted under our 2021 Equity Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| APPLIED OPTOELECTRONICS INC. | June 6, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| APPLOVIN CORP. | June 5, 2024 | Election of Directors: EDUARDO VIVAS Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 13 funds |
| APPLOVIN CORP. | June 5, 2024 | Election of Directors: EDWARD OBERWAGER Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 13 funds |
| APPLOVIN CORP. | June 5, 2024 | Election of Directors: HERALD CHEN Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 13 funds |
| APPLOVIN CORP. | June 5, 2024 | Election of Directors: MARGARET GEORGIADIS Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 13 funds |
| ARBOR REALTY TRUST INC. | May 22, 2024 | Advisory vote to approve the compensation of Arbor Realty Trust, Inc.'s named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| ARCOSA INC. | May 8, 2024 | Election of nine (9) Directors to serve on the Board: Steven J. Demetriou Director Elections |
Board | For | AGAINST 13 funds |
FOR 7 funds |
| ARCTURUS THERAPEUTICS HOLDINGS INC. | June 14, 2024 | To approve an amendment to the Amended and Restated 2019 Omnibus Equity Incentive Plan (as amended, the "Plan") to, among other things, increase the maximum number of shares of common stock available to Plan participants thereunder by 2,000,000 shares to an aggregate of 10,750,000 shares, as provided in Proposal Number 2 of the Proxy Statement. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| ARCUS BIOSCIENCES INC. | June 6, 2024 | To ratify the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of Arcus Biosciences for its fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Bennett Rosenthal Director Elections |
Board | Not determined | AGAINST 6 funds |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: David B. Kaplan Director Elections |
Board | Not determined | AGAINST 6 funds |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: Michael Lynton Director Elections |
Board | Not determined | AGAINST 6 funds |
FOR 11 funds |
| ARES MANAGEMENT CORP. | June 4, 2024 | Election of Directors: R. Kipp deVeer Director Elections |
Board | Not determined | AGAINST 6 funds |
FOR 11 funds |
| ARLINGTON ASSET INVESTMENT CORP. | December 12, 2023 | A non-binding advisory proposal to approve the compensation that may be paid or become payable to Arlington's named executive officers that is based on or otherwise relates to the Merger (the "Arlington Non-Binding Compensation Advisory Proposal"); and Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| ARLO TECHNOLOGIES INC. | June 21, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| ARMSTRONG WORLD INDUSTRIES INC. | June 13, 2024 | To approve, on an advisory basis, our executive compensation program. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 10 funds |
| ARROWHEAD PHARMACEUTICALS INC. | March 14, 2024 | Election of Directors: Douglass Given Director Elections |
Board | For | AGAINST 11 funds |
FOR 5 funds |
| ARTHUR J. GALLAGHER & CO. | May 7, 2024 | Election of Directors: Chris Miskel Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| ASURE SOFTWARE INC. | May 20, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| ATEA PHARMACEUTICALS INC. | June 21, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| ATLASSIAN CORP. | December 6, 2023 | An advisory vote to approve the fiscal year 2023 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 10 funds |
| ATLASSIAN CORP. | December 6, 2023 | Election of Directors: Richard P. Wong Director Elections |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| ATMUS FILTRATION TECHNOLOGIES INC. | May 14, 2024 | Election of Directors: Gretchen R. Haggerty Director Elections |
Board | For | FOR 25 funds |
AGAINST 15 funds |
| ATMUS FILTRATION TECHNOLOGIES INC. | May 14, 2024 | Election of Directors: Jane A. Leipold Director Elections |
Board | For | FOR 25 funds |
AGAINST 15 funds |
| ATRICURE INC. | May 13, 2024 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2024 Annual Meeting. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 6 funds |
| AUTONATION INC. | April 24, 2024 | Election of Directors: Jacqueline A. Travisano Director Elections |
Board | For | AGAINST 11 funds |
FOR 11 funds |
| AVANTAX INC | November 21, 2023 | Proposal to approve, by a non-binding advisory vote, the compensation that may be paid or become payable to Avantax, Inc.'s named executive officers that is based on, or otherwise relates to, the merger of C2023 Sub Corp. with and into Avantax, Inc., as contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| AVITA MEDICAL INC. | June 5, 2024 | To approve the grant of options to acquire 350,000 shares of Common Stock to the Company's Chief Executive Officer, Mr. James Corbett, on the terms and conditions set out in this Proxy Statement, pursuant to and for the purposes of ASX Listing Rule 10.11; and Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| AVNET INC. | November 16, 2023 | Election of Directors: Adalio T. Sanchez Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| AVNET INC. | November 16, 2023 | Election of Directors: Brenda L. Freeman Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| AVNET INC. | November 16, 2023 | Election of Directors: Rodney C. Adkins Director Elections |
Board | For | AGAINST 13 funds |
FOR 8 funds |
| AXOGEN INC. | June 5, 2024 | To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| AXOGEN INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 5 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.