Home › Asset managers › Compare 2024-2025 › Charles Schwab vs TIAA
Charles Schwab 2024-2025 · TIAA 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 15,645 | 14,320 | 1,324 | 1 | 91.5% | 91.5% |
| Board proposals | 14,638 | 13,458 | 1,179 | 1 | 91.9% | 91.9% |
| E&S shareholder proposals | 234 | 172 | 62 | 0 | 73.5% | 73.5% |
| Other items | 773 | 690 | 83 | 0 | 89.3% | 89.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,180 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 | TIAA |
|---|---|---|---|---|---|---|
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Antony P. Ressler Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Ashish Bhutani Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Bennett Rosenthal Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: David B. Kaplan Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Dr. Judy D. Olian Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Eileen Naughton Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Michael J Arougheti Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Michael Lynton Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: Paul G. Joubert Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| ARES MANAGEMENT CORP. | June 6, 2025 | Election of Directors: R. Kipp deVeer Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| ARHAUS INC. | May 15, 2025 | To elect four Directors, each to serve a three-year term: Albert Adams Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 5 funds |
| ARISTA NETWORKS INC. | May 30, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 13 funds |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Advisory (non-binding) vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 6 funds |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: F. Blair Wimbush Director Elections |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: George F. Allen Director Elections |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| ARMADA HOFFLER PROPERTIES INC. | June 18, 2025 | Election of Directors: James C. Cherry Director Elections |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| ARRAY TECHNOLOGIES INC. | May 20, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| ARROWHEAD PHARMACEUTICALS INC. | March 12, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 5 funds |
| ASPEN AEROGELS INC. | April 30, 2025 | Approval of the compensation of Aspen Aerogels, Inc.'s named executive officers, as disclosed in its Proxy Statement for the 2025 Annual Meeting. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 6 funds |
| ASSOCIATED | April 29, 2025 | Advisory approval of Associated Banc-Corp's named executive officer compensation. Say-on-Pay |
Board | Not determined | FOR 9 funds |
AGAINST 7 funds |
| ASSURED GUARANTY LTD. | May 2, 2025 | Advisory vote on the compensation paid to the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| ASTRIA THERAPEUTICS INC. | June 11, 2025 | The approval of the first amendment to our Second Amended and Restated 2015 Stock Incentive Plan, to increase the number of shares of our common stock available for grant under the plan by 5,500,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 5 funds |
| ATMOS ENERGY CORP. | February 5, 2025 | ELECTION OF DIRECTORS: Richard A. Sampson Director Elections |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| ATRICURE INC. | May 19, 2025 | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 9 funds |
| ATRICURE INC. | May 19, 2025 | Election of Directors: B. Kristine Johnson Director Elections |
Board | For | AGAINST 4 funds |
FOR 9 funds |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Deborah H. Telman Director Elections |
Board | For | AGAINST 4 funds |
FOR 9 funds |
| ATRICURE INC. | May 19, 2025 | Election of Directors: Karen N. Prange Director Elections |
Board | For | AGAINST 4 funds |
FOR 9 funds |
| ATRION CORP. | August 19, 2024 | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Atrion'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 5 funds |
AGAINST 5 funds |
| AURORA INNOVATION INC. | May 22, 2025 | Election of Directors: Sterling Anderson Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 5 funds |
| AUTOMATIC DATA PROCESSING INC. | November 6, 2024 | Election of Directors: William J. Ready Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| AVANOS MEDICAL INC. | April 24, 2025 | Approval of an amendment to the Company's 2021 Long Term Incentive Plan to increase the number of shares reserved for issuance thereunder by 2,250,000 shares. Compensation |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| AVIDITY BIOSCIENCES INC. | June 10, 2025 | 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 | AGAINST 8 funds |
FOR 5 funds |
| AVIS BUDGET GROUP INC. | May 14, 2025 | Advisory approval of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| AVISTA CORP. | May 8, 2025 | Approve the amendment and restatement of the Company's long-term incentive plan, including an increase in available shares. Compensation |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| AVITA MEDICAL INC. | June 4, 2025 | To approve (a) the 2020 Omnibus Incentive Plan Amended and Restated (the "Plan"), the terms of which are summarized in this Proxy Statement; and (b) for purposes of ASX Listing Rule 7.2 Exception 13(b), which provides an exception to ASX Listing Rule 7.1, the issuance of the Company's equity securities under the Plan, in accordance with its terms and conditions, for a period of up to three years from the date of stockholder approval. Compensation |
Board | For | FOR 1 fund |
AGAINST 4 funds |
| AVITA MEDICAL INC. | June 4, 2025 | To approve the grant of 520,000 options to acquire shares of Common Stock to the Company's Chief Executive Officer, 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. Compensation |
Board | For | AGAINST 1 fund |
FOR 4 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Graham Smith Director Elections |
Board | For | AGAINST 13 funds |
FOR 11 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Hadi Partovi Director Elections |
Board | For | AGAINST 13 funds |
FOR 11 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Election of Director: Michael Garnreiter Director Elections |
Board | For | AGAINST 13 funds |
FOR 11 funds |
| AXON ENTERPRISE INC. | May 29, 2025 | Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 12 funds |
| AXOS FINANCIAL INC. | November 14, 2024 | To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 10 funds |
| AXSOME THERAPEUTICS INC. | June 6, 2025 | Election of Director: Roger Jeffs, Ph.D. Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 8 funds |
| AXSOME THERAPEUTICS INC. | June 6, 2025 | To approve the Company's 2025 Long-Term Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| AZZ INC. | July 9, 2024 | Election of Directors: Daniel R. Feehan Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| AZZ INC. | July 9, 2024 | Election of Directors: Ed McGough Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| AZZ INC. | July 9, 2024 | Election of Directors: Steven R. Purvis Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| B&G FOODS INC. | May 15, 2025 | Election of Directors: Charles F. Marcy Director Elections |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| BALL CORP. | April 30, 2025 | Election of Directors: Todd A. Penegor Director Elections |
Board | For | AGAINST 13 funds |
FOR 11 funds |
| BALLY'S CORP. | November 19, 2024 | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by the Company to its named executive officers in connection with the transactions contemplated by the Merger Agreement (the "Advisory Compensation Proposal"). Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| BANK OZK | May 5, 2025 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 8 funds |
| BANK7 CORP. | May 15, 2025 | Election of Directors: Edward P. Gray Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| BANK7 CORP. | May 15, 2025 | Election of Directors: Gary D. Whitcomb Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| BANKUNITED INC. | May 22, 2025 | Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| BANKWELL FINANCIAL GROUP INC. | May 21, 2025 | Election of Directors: Carl M. Porto Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| BANKWELL FINANCIAL GROUP INC. | May 21, 2025 | Election of Directors: Eric J. Dale Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| BANKWELL FINANCIAL GROUP INC. | May 21, 2025 | Election of Directors: Kevin D. Leitao Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| BANKWELL FINANCIAL GROUP INC. | May 21, 2025 | Election of Directors: Todd H. Lampert Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| BANNER CORP. | May 22, 2025 | Approval of the adoption of the Banner Corporation 2025 Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| BAR HARBOR BANKSHARES | May 15, 2025 | ELECTION OF THE FOLLOWING NOMINEES AS DIRECTORS: Lauri E. Fernald Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 5 funds |
| BARNES GROUP INC. | January 9, 2025 | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to named executive officers of Barnes Group Inc. that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| BATH & BODY WORKS INC. | June 5, 2025 | Elect the ten nominees proposed by the Board of Directors as directors: Alessandro Bogliolo Director Elections |
Board | For | AGAINST 12 funds |
FOR 7 funds |
| BAUSCH HEALTH COMPANIES INC. | May 13, 2025 | The approval, in an advisory vote, of the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| BAXTER INTERNATIONAL INC. | May 6, 2025 | Advisory Vote to Approve Named Executive Officer Compensation for 2024 Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 7 funds |
| BEAUTY HEALTH CO. | June 12, 2025 | Approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| BECTON, DICKINSON AND CO. | January 28, 2025 | Election of Directors: Jeffrey W. Henderson Director Elections |
Board | For | AGAINST 15 funds |
FOR 8 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Brian F. Hughes Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Gregory S. Bentley Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| BENTLEY SYSTEMS INC. | May 22, 2025 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 6 funds |
| BERRY CORP. | May 20, 2025 | Approve a non-binding resolution regarding the compensation of the Company's named executive officers for 2024 (say-on-pay). Say-on-Pay |
Board | Not determined | AGAINST 9 funds |
FOR 5 funds |
| BERRY GLOB | February 25, 2025 | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Berry's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement, which proposal is referred to as the "Berry Advisory Compensation Proposal." Say-on-Pay |
Board | Not determined | FOR 14 funds |
AGAINST 7 funds |
| BEYOND INC. | May 15, 2025 | Election of Directors: Joseph J. Tabacco, Jr. Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| BEYOND INC. | May 15, 2025 | The approval of an amendment to the 2005 Plan to increase the individual award limits for purposes of the issuance of the awards granted to Marcus A. Lemonis, the Company's Executive Chairman that exceed such limits (the "Contingent Awards"). Compensation |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| BEYOND MEAT INC. | May 20, 2025 | To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| BILL HOLDINGS INC. | December 5, 2024 | To approve, on an advisory basis, the compensation of our Named Executive Officers (Say-on-Pay). Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| BIOAGE LABS INC. | June 5, 2025 | To elect three Class I directors, to serve a three-year term through the third annual meeting of stockholders following this meeting and until a successor has been elected and qualified or until earlier resignation or removal: Kristen Fortney, Ph.D. Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| BIOCRYST PHARMACEUTICALS INC. | June 12, 2025 | To approve an amended and restated Stock Incentive Plan, increasing the number of shares available for issuance under the Stock Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 9 funds |
| BIOMARIN PHARMACEUTICAL INC. | May 20, 2025 | Election of Directors: Richard A. Meier Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| BIOMARIN PHARMACEUTICAL INC. | May 20, 2025 | 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 15 funds |
AGAINST 8 funds |
| BLACK DIAMOND THERAPEUTICS INC. | June 12, 2025 | Election of Class II Directors: Garry Menzel Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| BLOCK INC. | June 17, 2025 | TO APPROVE THE BLOCK, INC. 2025 EQUITY INCENTIVE PLAN. Compensation |
Board | For | FOR 13 funds |
AGAINST 8 funds |
| BLUE OWL CAPITAL INC. | June 9, 2025 | Approval, by non-binding advisory basis, the compensation paid to our named executive officers for the 2024 fiscal year. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | Election of Class II Directors: Elisabeth Leiderman Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | Election of Class II Directors: John O. Agwunobi Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | The approval, on a non-binding, advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| BOX INC. | July 2, 2024 | To approve our Amended and Restated 2015 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| BOX INC. | June 27, 2025 | To approve an amendment to our Amended and Restated 2015 Equity Incentive Plan to increase the number of shares reserved for issuance by 5,000,000 shares. Compensation |
Board | For | AGAINST 7 funds |
FOR 6 funds |
| BRAEMAR HOTELS & RESORTS INC. | December 17, 2024 | Election of Directors: Monty J. Bennett Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| BRAEMAR HOTELS & RESORTS INC. | December 17, 2024 | Election of Directors: Stefani D. Carter Director Elections |
Board | For | AGAINST 2 funds |
FOR 5 funds |
| BRANDYWINE REALTY TRUST | May 21, 2025 | Adoption of an amendment to the 2023 Long-Term Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| BRANDYWINE REALTY TRUST | May 21, 2025 | Election of Trustees: Charles P. Pizzi Director Elections |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| BRANDYWINE REALTY TRUST | May 21, 2025 | Election of Trustees: H. Richard Haverstick, Jr. Director Elections |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| BRANDYWINE REALTY TRUST | May 21, 2025 | Election of Trustees: Joan M. Lau Director Elections |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| BRANDYWINE REALTY TRUST | May 21, 2025 | Election of Trustees: Reginald DesRoches Director Elections |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| BRC INC. | May 28, 2025 | Election of Class III Directors: Glenn Welling Director Elections |
Board | For | FOR 3 funds |
AGAINST 5 funds |
| BRC INC. | May 28, 2025 | Election of Class III Directors: Steven Taslitz Director Elections |
Board | For | FOR 3 funds |
AGAINST 5 funds |
| BRIGHTHOUSE FINANCIAL INC. | June 12, 2025 | Approval of the Amended and Restated Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan Compensation |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| BRIGHTSPRING HEALTH SERVICES INC. | May 28, 2025 | Election of Class I directors: Johnny Kim Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 8 funds |
| BRIGHTSPRING HEALTH SERVICES INC. | May 28, 2025 | Election of Class I directors: Timothy A. Wicks Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 8 funds |
← Previous Page 2 of 12 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.