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
1,110 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 |
|---|---|---|---|---|---|---|
| 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 |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve additional shares for issuance under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| VARONIS SYSTEMS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| VAXART INC. | June 13, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| VAXCYTE INC. | June 12, 2025 | Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| VELOCITY FINANCIAL INC. | May 23, 2025 | Election of Directors: John A. Pless Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| VENTURE GLOBAL INC. | May 21, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| VENTYX BIOSCIENCES INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| VERU INC. | March 13, 2025 | To amend the Veru Inc. 2018 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| VIANT TECHNOLOGY INC. | June 5, 2025 | To elect one Class I director, Max Valdes, to hold office until our Annual Meeting of Stockholders in 2028 and until his successor is duly elected and qualified, or until his earlier death, resignation or removal: Max Valdes Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| VIATRIS INC. | December 6, 2024 | Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 5 funds |
| VIKING THERAPEUTICS INC | May 20, 2025 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 3 funds |
| VIRGIN GALACTIC HOLDINGS INC. | June 5, 2025 | Approval of the Third Amended and Restated Virgin Galactic Holdings, Inc. 2019 Incentive Award Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| VIRIDIAN THERAPEUTICS INC. | June 20, 2025 | To approve a further amendment and restatement of the Company's Amended and Restated 2016 Equity Incentive Plan, including increasing the number of shares available for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| VISTAGEN THERAPEUTICS INC. | August 26, 2024 | To approve, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| VITAL ENERGY INC. | May 22, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| VITESSE ENERGY INC. | May 1, 2025 | Election of Directors: Daniel J. O'Leary Director Elections |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| VOLITIONRX LIMITED | July 2, 2024 | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers as disclosed in the Compensation of Named Executive Officers section of the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| VOYAGER THERAPEUTICS INC. | June 3, 2025 | To approve the Voyager Therapeutics, Inc. 2025 Stock Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| VSE CORP. | May 8, 2025 | Approval, on a non-binding advisory basis, of VSE's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 5 funds |
| W&T OFFSHORE INC. | June 3, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| WAVE LIFE SCIENCES LTD. | August 6, 2024 | To approve a proposed amendment to our 2021 Equity Incentive Plan, as amended, in the manner and on the basis as set forth under "Proposal 4: Approval of an Amendment to the 2021 Equity Incentive Plan, as amended" in the proxy statement Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| WAVE LIFE SCIENCES LTD. | August 6, 2024 | To authorize the Board of Directors to allot and issue Ordinary Shares of Wave Life Sciences Ltd. Capital Structure |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| WEBTOON ENTERTAINMENT INC. | June 4, 2025 | Approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| WEBTOON ENTERTAINMENT INC. | June 4, 2025 | Election of Director: Nancy Dubuc (Class I) Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| WELLS FARGO & CO. | April 29, 2025 | Election of Directors: Ronald L. Sargent Director Elections |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| WESTWOOD H | April 30, 2025 | To approve the Eleventh Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan. Compensation |
Board | Not determined | FOR 1 fund |
AGAINST 1 fund |
| WHEELS UP EXPERIENCE INC. | June 10, 2025 | To approve an amendment to the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as previously amended by Amendment No. 1 thereto, the "Amended and Restated 2021 LTIP"), to increase the aggregate number of shares of the Company's Class A common stock, $0.0001 par value per share ("Common Stock"), available for awards made under the Amended and Restated 2021 LTIP and extend the termination date of such plan to March 26, 2035. Compensation |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| WHEELS UP EXPERIENCE INC. | June 10, 2025 | To approve the non-binding, advisory vote to approve named executive officer compensation for the fiscal year ended December 31, 2024. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Barry Volpert Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| WM TECHNOLOGY INC. | June 24, 2025 | Non-binding advisory vote to Approve The Compensation Of Our Named Executive Officers For The Year Ended December 31, 2024. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| WORKIVA INC. | May 29, 2025 | Election of Directors: Suku Radia Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 3 funds |
| WORTHINGTON ENTERPRISES INC. | September 24, 2024 | Approve the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| X4 PHARMACEUTICALS INC. | June 9, 2025 | To elect the one (1) nominee named in the accompanying proxy statement (the "Proxy Statement"), R. Keith Woods, to the Board of Directors to hold office until the 2028 Annual Meeting of Stockholders and until his successor is duly elected and qualified until his earlier death, resignation or removal: R. Keith Woods Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| XENCOR INC. | June 12, 2025 | To approve the proposed amendment and restatement of the Company's 2023 Equity Incentive Plan to increase the number of authorized shares reserved for issuance thereunder by 3,000,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| XENIA HOTELS & RESORTS INC. | May 13, 2025 | To approve an amendment to the 2015 Incentive Award Plan to increase the number of shares that may be issued thereunder. Compensation |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| XOMETRY INC. | June 18, 2025 | Election of Directors: Randolph Altschuler Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| ZENTALIS PHARMACEUTICALS INC. | June 17, 2025 | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| ZETA GLOBAL HOLDINGS CORP. | June 9, 2025 | Election of Directors: Jene Elzie Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 3 funds |
| ZIMVIE INC. | May 7, 2025 | Approve, on a non-binding advisory basis, named executive officer compensation ("Say on Pay"). Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 6 funds |
| ZSCALER INC. | January 10, 2025 | To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| ABBOTT LABORATORIES | April 25, 2025 | Say on Pay - An Advisory Vote on the Approval of Executive Compensation Say-on-Pay |
Board | For | FOR 17 funds |
Split 11 FOR, 3 AGAINST |
| ADOBE INC. | April 22, 2025 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 7 FOR, 5 AGAINST |
| AECOM | February 28, 2025 | Election of Directors: General Janet C. Wolfenbarger Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 2 AGAINST |
| AFFILIATED MANAGERS GROUP INC. | May 22, 2025 | To ratify the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the current fiscal year. Audit-related |
Board | For | FOR 11 funds |
Split 3 FOR, 1 AGAINST |
| AGILENT TECHNOLOGIES INC. | March 13, 2025 | Election of Directors: To elect two directors to a three-year term. At the annual meeting, the Board of Directors intends to present the following nominees for election as directors: Otis W. Brawley, M.D. Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 2 AGAINST |
| AJ GALLAGHER & CO. | May 13, 2025 | Approval, on an Advisory Basis, of the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 17 funds |
Split 7 FOR, 1 AGAINST |
| AKAMAI TECHNOLOGIES INC. | May 14, 2025 | To approve an amendment to our Second Amended and Restated 2013 Stock Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | FOR 13 funds |
Split 2 FOR, 4 AGAINST |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Advisory Vote to Approve the Compensation of our Named Executive Officers Say-on-Pay |
Board | For | FOR 15 funds |
Split 7 FOR, 1 AGAINST |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Election of Directors: Mojdeh Poul Director Elections |
Board | For | FOR 14 funds |
Split 1 FOR, 2 AGAINST |
| ALIGN TECHNOLOGY INC. | May 21, 2025 | Ratification of Appointment of Independent Registered Public Accounting Firm Audit-related |
Board | For | FOR 14 funds |
Split 2 FOR, 1 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 14 funds |
Split 10 FOR, 2 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Frances H. Arnold Director Elections |
Board | For | FOR 14 funds |
Split 8 FOR, 3 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: K. Ram Shriram Director Elections |
Board | For | FOR 14 funds |
Split 8 FOR, 3 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: L. John Doerr Director Elections |
Board | For | AGAINST 14 funds |
Split 8 FOR, 3 AGAINST |
| ALPHABET INC. | June 6, 2025 | Election of ten directors: Larry Page Director Elections |
Board | For | AGAINST 14 funds |
Split 8 FOR, 3 AGAINST |
← Previous Page 8 of 12 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.