Home › Asset managers › Compare 2024-2025 › Charles Schwab vs Northern Trust
Charles Schwab 2024-2025 · Northern Trust 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 16,491 | 15,087 | 940 | 464 | 94.1% | 93.2% |
| Board proposals | 15,445 | 14,335 | 785 | 325 | 94.8% | 94.1% |
| E&S shareholder proposals | 233 | 98 | 54 | 81 | 64.5% | 62.9% |
| Other items | 813 | 654 | 101 | 58 | 86.6% | 84.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
940 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 | Charles Schwab | Northern Trust |
|---|---|---|---|---|---|---|
| SEZZLE INC. | June 10, 2025 | Election of Directors: Stephen East Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| SHOALS TECHNOLOGIES GROUP INC. | May 1, 2025 | Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay" proposal). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| SHYFT GROUP INC. | May 14, 2025 | Approval, on an advisory basis, of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| SI-BONE INC. | June 5, 2025 | Election of Directors: Jeryl L. Hilleman Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Approve of the Redomestication of the Company to the State of Indiana by Conversion. Extraordinary Transactions |
Board | For | FOR 17 funds |
AGAINST 8 funds |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Election of Directors: Glyn F. Aeppel Director Elections |
Board | For | FOR 17 funds |
AGAINST 8 funds |
| SINTX TECHNOLOGIES INC. | December 19, 2024 | Approve 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 | AGAINST 1 fund |
FOR 1 fund |
| SITE CENTERS CORP. | May 14, 2025 | Approval, on an Advisory Basis, of the Compensation of the Company's Named Executive Officers Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 10 funds |
| SITE CENTERS CORP. | May 14, 2025 | Election of Directors: John M. Cattonar Director Elections |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| SITIME CORP. | May 30, 2025 | Election of Directors: Katherine E. Schuelke Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 3 funds |
| SKYWATER TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Loren A. Unterseher Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Andrew W. Mathias Director Elections |
Board | For | AGAINST 11 funds |
FOR 6 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: John H. Alschuler Director Elections |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | To approve our Sixth Amended and Restated 2005 Stock Option and Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 6 funds |
| SLEEP NUMBER CORP. | May 28, 2025 | Approve Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 500,000 shares Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| SMARTSHEET INC. | December 9, 2024 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Smartsheet's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 4 funds |
| SNAP-ON INC. | April 24, 2025 | Election of Directors: David C. Adams Director Elections |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| SOLID BIOSCIENCES INC. | June 12, 2025 | Election of Class I Directors: Sukumar Nagendran Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Keri A. Kaiser Director Elections |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: William I. Belk Director Elections |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| SONOS INC. | March 11, 2025 | Advisory approval of the named executive officer compensation (the say-on-pay vote). Say-on-Pay |
Board | Contested | AGAINST 8 funds |
FOR 6 funds |
| SOUNDTHINKING INC. | June 4, 2025 | Election of Class II Directors: Roberta Jacobson Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Enrique Castillo Sanchez Mejorada Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 5 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: German Larrea Mota-Velasco Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 5 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Javier Arrigunaga Gomez del Campo Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 5 funds |
| SPHERE ENTERTAINMENT CO. | December 9, 2024 | Approval of the Company's 2020 Employee Stock Plan, as amended. Compensation |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| SPHERE ENTERTAINMENT CO. | December 9, 2024 | Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| SPHERE ENTERTAINMENT CO. | June 4, 2025 | Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | May 23, 2025 | Election of Directors: Laura H. Wright Director Elections |
Board | For | FOR 9 funds |
AGAINST 1 fund |
| SPRINGWORKS THERAPEUTICS INC. | May 14, 2025 | Election of Class III Directors: Alan Fuhrman Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 2 funds |
| SPRINKLR INC. | June 12, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| STANDARD BIOTOOLS INC. | June 18, 2025 | 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 17,400,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| STANDEX INTERNATIONAL CORP. | October 22, 2024 | To approve an amendment of the Amended and Restated 2018 Omnibus Incentive Plan to add 450,000 additional shares. Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| STEM INC. | June 4, 2025 | To approve an amendment and restatement of the Stem, Inc. 2024 Equity Incentive Plan to increase the number of shares available for issuance by 7,500,000 shares and to extend the plan term. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| STEM INC. | June 4, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| STEM INC. | June 4, 2025 | To elect the two Class I director nominees for terms expiring in 2028: Laura D'Andrea Tyson Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| STEPSTONE GROUP INC | September 10, 2024 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2025. Audit-related |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| STERLING BANCORP INC. | December 18, 2024 | Proposal to approve (on an advisory, non-binding basis) the compensation that will or may be paid to the named executive officers of the Company in connection with the transactions contemplated by the Stock Purchase Agreement. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| STEWART IN | May 7, 2025 | Election of Ten Directors: C. Allen Bradley, Jr. Director Elections |
Board | Not determined | AGAINST 7 funds |
FOR 4 funds |
| STITCH FIX INC. | December 12, 2024 | Election of Directors: Sharon McCollam Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| SUMMIT MATERIALS INC. | February 5, 2025 | Approve on an advisory (non-binding) basis the compensation that may be paid or become payable to Summit's named executive officers that is based on or otherwise relates to the merger (referred to as the "merger-related compensation proposal"). Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | ELECTION OF DIRECTORS: Kenneth A. Clark Director Elections |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| SUPER MICRO COMPUTER INC. | June 4, 2025 | 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 4 funds |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: Teresa DeLuca, M.D. Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 4 funds |
| SWK HOLDINGS CORP. | June 13, 2025 | Election of Directors: Robert K. Hatcher Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| SYNAPTICS INC. | October 29, 2024 | Proposal to approve the Company's amended and restated 2019 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| SYNDAX PHARMACEUTICALS INC. | May 14, 2025 | Election of Directors: Dennis G. Podlesak Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| TABOOLA.COM LTD. | June 4, 2025 | Election of Class I Director: Erez Shachar Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| TABOOLA.COM LTD. | June 4, 2025 | To approve an amendment to compensation terms for our Chief Executive Officer (and Director). Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| TANGO THERAPEUTICS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| TECHNIPFMC PLC | April 25, 2025 | 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, 2024 of the Company's U.K. Annual Report and Accounts, such policy to take effect immediately after the conclusion of the 2025 Annual General Meeting of Shareholders Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 1 fund |
| TECHTARGET INC. | November 26, 2024 | Approve, on a non-binding, advisory basis, the compensation that will or may become payable to TechTarget's named executive officers in connection with the Transactions. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| TEJON RANCH CO. | May 13, 2025 | Advisory vote to approve named executive officer compensation. Shareholder Rights and Defenses |
Board | Contested | AGAINST 5 funds |
FOR 5 funds |
| TELADOC HEALTH INC. | May 22, 2025 | Approve an amendment to the Teladoc Health, Inc. 2023 Incentive Award Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| TELEFLEX INC. | May 9, 2025 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | AGAINST 15 funds |
FOR 2 funds |
| TELLURIAN INC. | October 4, 2024 | To approve, on a nonbinding advisory basis, compensation that will or may become payable to our named executive officers in connection with the merger. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| TERAWULF INC. | May 5, 2025 | The approval, on a non-binding, advisory basis, of the compensation of our named executive officers ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| TERNS PHARMACEUTICALS INC. | June 11, 2025 | Election of Class I Directors for a three-year term: Hongbo Lu Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| TEVOGEN BIO HOLDINGS INC. | June 23, 2025 | Election of Directors: Curtis Patton Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| TEVOGEN BIO HOLDINGS INC. | June 23, 2025 | Election of Directors: Jeffrey Feike Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| TEXTRON INC. | April 23, 2025 | Election of Directors: Maria T. Zuber Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| TFS FINANCIAL CORP. | February 20, 2025 | Advisory vote on compensation of named Executive Officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| TFS FINANCIAL CORP. | February 20, 2025 | Election of Directors: JOHN P. RINGENBACH Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| TFS FINANCIAL CORP. | February 20, 2025 | Election of Directors: ROBERT A. FIALA Director Elections |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| THE WESTERN UNION COMPANY | May 15, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Anilu Vazquez-Ubarri Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| TPG INC. | June 5, 2025 | Election of Directors: David Trujillo Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| TPG INC. | June 5, 2025 | Election of Directors: Kelvin Davis Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| TPG INC. | June 5, 2025 | Election of Directors: Nehal Raj Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| TPG INC. | June 5, 2025 | Election of Directors: Todd Sisitsky Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Anilu Vazquez-Ubarri Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: David Trujillo Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Kelvin Davis Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Nehal Raj Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Todd Sisitsky Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| TPG RE FINANCE TRUST INC. | May 20, 2025 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Approval of the Fourth Amendment to the Triumph Financial, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Management Proposal Regarding Advisory Approval of the Company's Executive Compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| TRIUMPH GROUP INC. | April 16, 2025 | Proposal to approve, on a non-binding, advisory basis, compensation that will or may become payable by the Company to its named executive officers in connection with the merger of Merger Sub with and into the Company pursuant to the Merger Agreement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| TRUIST FINANCIAL CORP. | April 29, 2025 | Advisory vote to approve Truist's executive compensation program. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 12 funds |
| TUHURA BIOSCIENCES INC. | June 23, 2025 | To approve, on a non-binding advisory basis, the compensation for our named executive officers (the Executive Compensation Proposal"). Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Les R. Baledge Director Elections |
Board | For | FOR 13 funds |
AGAINST 4 funds |
| The Wendy's Company | May 21, 2025 | Election of Directors: Kristin A. Dolan Director Elections |
Board | For | AGAINST 10 funds |
FOR 4 funds |
| U.S. SILICA HOLDINGS INC. | July 16, 2024 | To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| UBER TECHNOLOGIES INC. | May 5, 2025 | Election of Directors: Ronald Sugar Director Elections |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: David T. ibnAle Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: Ernest E. Maddock Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| ULTRA CLEAN HOLDINGS INC. | May 21, 2025 | Election of Directors: Thomas T. Edman Director Elections |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| UNDER ARMOUR INC. | September 4, 2024 | To approve the amendment and restatement of the Company's Class C Employee Stock Purchase Plan to increase the number of shares of Class C Common Stock authorized for issuance, among other changes. Compensation |
Board | For | FOR 8 funds |
AGAINST 2 funds |
| UNITED NATURAL FOODS INC. | December 17, 2024 | To approve the Fourth Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the United Parks & Resorts Inc., 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the director compensation limit set forth in the United Parks & Resorts Inc. 2025 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | To elect the ten director nominees: Kimberly Schaefer Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Timothy Flynn Director Elections |
Board | For | AGAINST 16 funds |
FOR 8 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 12, 2025 | Election of twelve directors: Francis X. McCahill, III Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| UNIVERSAL STAINLESS & ALLOY PRODS. INC. | January 15, 2025 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Universal'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 3 funds |
AGAINST 3 funds |
| UPSTART HOLDINGS INC. | May 23, 2025 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| UROGEN PHARMA LTD | August 6, 2024 | To approve the Company's 2024 non-employee director and officer compensation policy. Compensation |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| UWM HOLDINGS CORP. | June 4, 2025 | To approve, on an advisory basis, the compensation of our named executive officers Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| V2X INC. | May 8, 2025 | Approval of a Third Amendment and Restatement of the V2X, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 3 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.