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
83 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 |
|---|---|---|---|---|---|---|
| ACELYRIN INC. | May 13, 2025 | To approve the adjournment from time to time of the ACELYRIN virtual special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the ACELYRIN merger proposal. We refer to this proposal as the "ACELYRIN adjournment proposal." Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 4 funds |
| ACNB CORP. | December 18, 2024 | To transact such other business as may properly come before the before this Special Meeting and any adjournment or postponement thereof. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 3 funds |
| ACUITY BRANDS INC. | January 22, 2025 | Stockholder proposal regarding a director resignation bylaw. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 7 funds |
| AKAMAI TECHNOLOGIES INC. | May 14, 2025 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum or if there are insufficient votes to adopt any proposal (other than Proposal 8). Corporate Governance |
Other | For | FOR 13 funds |
AGAINST 7 funds |
| APPLIED DIGITAL CORP. | November 20, 2024 | Approve the adjournment of the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of any one or more of the foregoing proposals. Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 5 funds |
| APPLIED OPTOELECTRONICS INC. | April 10, 2025 | To approve an adjournment of the Special Meeting if there are insufficient votes at the Special Meeting to approve Proposal No. 1. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 5 funds |
| ARCH CAPIT | May 7, 2025 | To vote on a shareholder proposal requesting that the Company report to shareholders on the effectiveness of its diversity, equity and inclusion efforts, if properly presented at the Meeting. Diversity, Equity, and Inclusion |
Other | Not determined | AGAINST 13 funds |
FOR 11 funds |
| ARROW ELECTRONICS INC. | May 6, 2025 | Advisory approval of a shareholder proposal to replace supermajority voting provisions in our charter and bylaws with a simple majority voting standard. Shareholder Rights and Defenses |
Other | Against | FOR 12 funds |
AGAINST 6 funds |
| AST SPACEMOBILE INC. | June 6, 2025 | To approve an amendment to the Company's Second Amended and Restated Certificate of Incorporation to permit the Company's stockholders to take action by written consent for the purpose of removing directors. Shareholder Rights and Defenses |
Other | For | FOR 4 funds |
AGAINST 5 funds |
| AVIS BUDGET GROUP INC. | May 14, 2025 | To approve a Charter amendment to provide for officer exculpation as permitted by Delaware law and to make certain housekeeping amendments. Director Elections |
Other | For | FOR 9 funds |
AGAINST 7 funds |
| AZEK COMPANY INC. | February 28, 2025 | To approve amendments to our certificate of incorporation to remove references to our former private equity sponsors and make certain other immaterial changes. Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 8 funds |
| BELLRING BRANDS INC. | January 28, 2025 | To consider and vote on a stockholder proposal to adopt a director election resignation guideline. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 9 funds |
| BIO-RAD LABORATORIES INC. | April 22, 2025 | Stockholder proposal requesting approval of certain executive severance arrangements. Compensation |
Other | Against | AGAINST 13 funds |
FOR 5 funds |
| BIOMEA FUSION INC. | June 11, 2025 | To approve the adjournment of the Annual Meeting to solicit additional proxies to the extent that there are insufficient votes at the Annual Meeting to approve Proposal No. 3. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 5 funds |
| BLUEBIRD BIO INC. | December 4, 2024 | The approval of an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve Proposal 3, Proposal 4 and/or Proposal 5. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 5 funds |
| BRIDGEBIO PHARMA INC. | June 20, 2025 | To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve any of the above proposals. Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 5 funds |
| BUILDERS FIRSTSOURCE | May 27, 2025 | An amendment to the Certificate of Incorporation to remove limits on the size of our Board of Directors Corporate Governance |
Other | For | FOR 14 funds |
AGAINST 8 funds |
| CAPITAL ONE FINANCIAL CORP. | May 8, 2025 | Stockholder proposal to require a shareholder vote on golden parachute arrangements. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 8 funds |
| CARDINAL HEALTH INC. | November 6, 2024 | Shareholder proposal to prohibit re-nomination of any director who fails to receive a majority vote, if properly presented. Corporate Governance |
Other | Against | FOR 14 funds |
AGAINST 8 funds |
| CF INDUSTRIES HOLDINGS INC. | May 6, 2025 | Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | AGAINST 14 funds |
FOR 8 funds |
| CITIGROUP INC. | April 29, 2025 | Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes. Compensation |
Other | Against | AGAINST 12 funds |
FOR 13 funds |
| COMCAST CORP. | June 18, 2025 | Adopt policy for an independent chair Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 13 funds |
| DATADOG | June 3, 2025 | To approve the amendment and restatement of our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and make additional non-substantive and clarifying changes. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 7 funds |
| DAYFORCE INC. | May 2, 2025 | To approve Dayforce's Amended and Restated Certificate of Incorporation Corporate Governance |
Other | For | AGAINST 15 funds |
FOR 9 funds |
| DIAMONDBACK ENERGY INC. | May 21, 2025 | Stockholder proposal regarding certain executive severance arrangements. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| ENERGIZER HOLDINGS INC. | January 24, 2025 | Shareholder proposal - Director Election Resignation Governance Policy. Corporate Governance |
Other | Against | FOR 7 funds |
AGAINST 7 funds |
| EVERSOURCE ENERGY | May 1, 2025 | Vote on a shareholder proposal titled "Support an Independent Board Chairman," if properly brought before the meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 9 funds |
| EXACT SCIENCES CORP. | June 12, 2025 | To vote on a shareholder proposal concerning the adoption of a director election resignation governance policy, if properly presented. Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 9 funds |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve any of the above proposals. Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 5 funds |
| FUBOTV INC. | June 17, 2025 | Approval of the adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposal 4. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 7 funds |
| ILLINOIS TOOL WORKS INC. | May 2, 2025 | A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of termination pay. Compensation |
Other | Against | AGAINST 14 funds |
FOR 12 funds |
| INGLES MARKETS INC. | March 3, 2025 | Shareholder proposal to increase the size of the Company's board of directors. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 5 funds |
| JABIL INC. | January 23, 2025 | Vote on a stockholder proposal requesting director election resignation governance guidelines. Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 9 funds |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal on an Independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 7 funds |
| LINCOLN NATIONAL CORP. | May 22, 2025 | Shareholder proposal to amend our governing documents to provide for an independent chairman of the board. Corporate Governance |
Other | Against | AGAINST 11 funds |
FOR 5 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Advance Notice for Nomination of Directors for Starz Articles: to include advance notice provisions for nominations of directors. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
AGAINST 5 funds |
| LITHIA MOTORS INC. | April 24, 2025 | Vote on a shareholder proposal requesting shareholder approval of certain executive severance arrangements, if properly presented. Corporate Governance |
Other | Against | AGAINST 12 funds |
FOR 7 funds |
| LIVEONE INC. | September 12, 2024 | Approve an adjournment of the Annual Meeting to a later date or time, if necessary, to permit further solicitation and vote of proxies if there are not sufficient votes at the time of the Annual Meeting to approve any of the proposals presented for a vote at the Annual Meeting. Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| LKQ CORP. | May 7, 2025 | Advisory vote on a shareholder proposal to give shareholders the ability to call for a special shareholder meeting at a 10% ownership threshold. Corporate Governance |
Other | None | AGAINST 14 funds |
FOR 9 funds |
| MARATHON PETROLEUM CORP. | April 30, 2025 | Shareholder proposal to support a simple majority vote. Shareholder Rights and Defenses |
Other | Against | AGAINST 12 funds |
FOR 8 funds |
| MONOLITHIC POWER SYSTEMS INC. | June 12, 2025 | Vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 9 funds |
| NEWELL BRANDS INC. | May 8, 2025 | A stockholder proposal to approve additional stock retention requirements for executives, if properly presented at the annual meeting. Compensation |
Other | Against | AGAINST 8 funds |
FOR 6 funds |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to adopt a new director election resignation governance policy. Corporate Governance |
Other | Against | FOR 16 funds |
AGAINST 16 funds |
| ORGANON & CO. | June 10, 2025 | Shareholder proposal requesting adoption of a director election resignation guideline. Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 6 funds |
| PACCAR INC | April 29, 2025 | Stockholder proposal regarding a shareholder vote on excessive golden parachutes Say-on-Pay |
Other | Against | AGAINST 12 funds |
FOR 7 funds |
| May 22, 2025 | Approve an amendment to our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 7 funds |
|
| PORTILLO'S INC. | June 10, 2025 | Shareholder Proposal, if properly presented Corporate Governance |
Other | Against | AGAINST 4 funds |
FOR 5 funds |
| POST HOLDINGS INC. | January 30, 2025 | Management proposal to eliminate certain supermajority voting requirements. Shareholder Rights and Defenses |
Other | For | AGAINST 12 funds |
FOR 5 funds |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal concerning adoption of a director election resignation guideline. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 5 funds |
| POST HOLDINGS INC. | January 30, 2025 | Shareholder proposal to eliminate all supermajority voting requirements. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 5 funds |
| POWER INTEGRATIONS INC. | May 15, 2025 | To consider, if properly presented at the Annual Meeting, a stockholder proposal requesting the Board of Directors to adopt a policy and amend governing documents in order that two separate individuals hold the office of Chairman of the Board and the office of the Chief Executive Officer. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 7 funds |
| PRESTIGE C | August 6, 2024 | To approve the Amendments to our Amended and Restated Certificate of Incorporation. Corporate Governance |
Other | Not determined | AGAINST 10 funds |
FOR 5 funds |
| Q32 BIO INC. | June 13, 2025 | To approve the adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve Proposal No. 2. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 3 funds |
| RB GLOBAL INC | May 5, 2025 | APPROVAL OF AN ORDINARY RESOLUTION RATIFYING, CONFIRMING AND APPROVING THE COMPANY'S SECOND AMENDED AND RESTATED SHAREHOLDER RIGHTS PLAN AGREEMENT, DATED AS OF FEBRUARY 24, 2025, BETWEEN THE COMPANY AND COMPUTERSHARE INVESTOR SERVICES INC., THE FULL TEXT OF WHICH RESOLUTION IS SET OUT IN THE ACCOMPANYING PROXY STATEMENT Shareholder Rights and Defenses |
Other | For | AGAINST 11 funds |
FOR 6 funds |
| REDWIRE CORP. | May 21, 2025 | To amend the Company's Certificate of Incorporation to limit the liability of certain officers of the Company. Director Elections |
Other | For | FOR 2 funds |
AGAINST 2 funds |
| REDWIRE CORP. | June 13, 2025 | Adjournment Proposal: To approve one or more adjournments of the Special Meeting of Redwire Stockholders (the "Special Meeting of Stockholders"), if appropriate, to solicit additional proxies if there are insufficient votes to approve the Mergers and the Stock Issuance pursuant to the Mergers at the time of the Special Meeting of Stockholders. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 4 funds |
| REVVITY INC. | April 22, 2025 | To approve the shareholder proposal regarding ability to call a special shareholder meeting, if properly presented at the annual meeting. Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 6 funds |
| RHYTHM PHARMACEUTICALS INC. | June 24, 2025 | Approval of an adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the Annual Meeting to approve the Officer Exculpation Amendment. Corporate Governance |
Other | For | AGAINST 5 funds |
FOR 5 funds |
| RIVIAN AUTOMOTIVE INC. | June 18, 2025 | Approval of the adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposal 4, Proposal 5, Proposal 6 or Proposal 7. Corporate Governance |
Other | For | AGAINST 12 funds |
FOR 7 funds |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Vote on shareholder proposal (Director Election Resignation Guideline). Corporate Governance |
Other | Against | FOR 7 funds |
AGAINST 7 funds |
| SEZZLE INC. | November 19, 2024 | The adoption of the Fifth Restated Certificate of Incorporation. Corporate Governance |
Other | For | FOR 4 funds |
AGAINST 4 funds |
| SINCLAIR INC. | June 5, 2025 | Approval of the amendment to the Company's Articles of Amendment and Restatement to the Articles of Incorporation. Corporate Governance |
Other | For | FOR 7 funds |
AGAINST 5 funds |
| SOUNDHOUND AI INC. | May 23, 2025 | To consider and vote upon an amendment to Article VIII of the Company's Second Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | FOR 4 funds |
AGAINST 5 funds |
| SOUTHWEST AIRLINES CO. | May 14, 2025 | Advisory vote on shareholder proposal to amend clawback policy for executive pay. Compensation |
Other | Against | AGAINST 13 funds |
FOR 7 funds |
| STEM INC. | June 4, 2025 | To approve an adjournment of the Annual Meeting, if necessary or appropriate, to solicit additional proxies. Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| T. ROWE PRICE GROUP INC. | May 8, 2025 | Consider a stockholder proposal for a shareholder approval requirement for excessive golden parachutes. Compensation |
Other | Against | AGAINST 14 funds |
FOR 7 funds |
| TEJON RANCH CO. | May 13, 2025 | Vote on shareholder proposal to request Board of Directors to Amend Governance Documents to provide rights for shareholders with 10% or more ownership to call special meetings. Corporate Governance |
Other | Contested | AGAINST 4 funds |
FOR 5 funds |
| TELEDYNE TECHNOLOGIES INC. | April 23, 2025 | Approval of a stockholder proposal to support shareholder ability to call for a special shareholder meeting Corporate Governance |
Other | Against | AGAINST 13 funds |
FOR 6 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding an amendment to the Company's Clawback Policy. Compensation |
Other | Against | AGAINST 12 funds |
FOR 6 funds |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding the renomination of directors. Corporate Governance |
Other | Against | FOR 12 funds |
AGAINST 6 funds |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Shareholder proposal relating to ratification of golden parachutes, if presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | AGAINST 12 funds |
FOR 10 funds |
| U-HAUL HOLDING CO. | August 15, 2024 | A proposal received from Company Stockholder proponents to ratify and affirm the decisions and actions taken by the Board of Directors and executive officers of the Company with respect to U-HAUL HOLDING COMPANY, its subsidiaries, and its various constituencies for the fiscal year ended March 31,2024. Corporate Governance |
Other | For | ABSTAIN 11 funds |
AGAINST 7 funds |
| UGI CORP. | January 31, 2025 | Shareholder proposal regarding a director election resignation governance guideline, if properly presented. Corporate Governance |
Other | Against | FOR 11 funds |
AGAINST 5 funds |
| US FOODS HOLDING CORP. | May 22, 2025 | Stockholder proposal to adopt a right to call a special stockholder meeting at a 15% aggregate ownership threshold. Corporate Governance |
Other | None | AGAINST 12 funds |
FOR 7 funds |
| VECTOR GROUP LTD. | August 20, 2024 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 5 funds |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Shareholder proposal, if properly presented at the meeting, regarding excessive golden parachutes. Compensation |
Other | Against | AGAINST 15 funds |
FOR 12 funds |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting adoption of a new director election resignation governance guideline. Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 17 funds |
| W. R. BERKLEY CORP. | June 11, 2025 | A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | FOR 13 funds |
AGAINST 6 funds |
| WAYSTAR HOLDING CORP | June 4, 2025 | Approve an amendment to our Amended and Restated Certificate of Incorporation to remove the existing limit on the maximum size of our board of directors. Corporate Governance |
Other | For | FOR 8 funds |
AGAINST 8 funds |
| WEC ENERGY GROUP INC. | May 8, 2025 | Stockholder proposal to support simple majority vote Corporate Governance |
Other | Against | AGAINST 14 funds |
FOR 7 funds |
| WORKIVA INC. | May 29, 2025 | Approval of the amendment of Workiva's Certificate of Incorporation to allow for the exculpation of officers as permitted by Delaware law. Director Elections |
Other | For | FOR 5 funds |
AGAINST 9 funds |
| XOMA ROYALTY CORP. | May 28, 2025 | Approval of a proposal to authorize the Board to unilaterally amend the By-laws. Shareholder Rights and Defenses |
Other | For | AGAINST 2 funds |
FOR 3 funds |
| XOMA ROYALTY CORP. | May 28, 2025 | Approval of an adjournment of the annual meeting, if necessary or appropriate, to solicit additional proxies. Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 3 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.