Home › Asset managers › Compare 2024-2025 › State Street vs Charles Schwab
State Street 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 16,158 | 14,871 | 1,200 | 87 | 92.5% | 92.3% |
| Board proposals | 15,115 | 14,035 | 1,007 | 73 | 93.3% | 93.1% |
| E&S shareholder proposals | 234 | 217 | 16 | 1 | 93.1% | 93.1% |
| Other items | 809 | 619 | 177 | 13 | 77.8% | 77.6% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,080 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 |
|---|---|---|---|---|---|---|
| TFS FINANCIAL CORP. | February 20, 2025 | Election of Directors: ROBERT A. FIALA Director Elections |
Board | For | FOR 2 funds |
AGAINST 5 funds |
| TG THERAPEUTICS INC. | June 12, 2025 | An advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| THE WESTERN UNION COMPANY | May 15, 2025 | Advisory Vote to Approve Executive Compensation Say-on-Pay |
Board | For | FOR 21 funds |
AGAINST 12 funds |
| TILLY'S INC. | June 11, 2025 | Approval of the Third Amended and Restated Tilly's 2012 Equity and Incentive Award Plan Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| TOAST INC. | June 13, 2025 | Election of Directors: Paul Bell Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 12 funds |
| TOPGOLF CALLAWAY BRANDS CORP. | May 29, 2025 | Election of Directors: Adebayo O. Ogunlesi Director Elections |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Deborah Messemer Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Directors: Mary Cranston Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Anilu Vazquez-Ubarri Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: David Trujillo Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: James Coulter Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Jon Winkelried Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Kelvin Davis Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Nehal Raj Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| TPG INC. | June 5, 2025 | Election of Executive Committee Members: Todd Sisitsky Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 9 funds |
| 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 | FOR 3 funds |
AGAINST 7 funds |
| TREX COMPANY INC. | May 6, 2025 | Election of Directors: Kristine L. Juster Director Elections |
Board | For | AGAINST 11 funds |
FOR 12 funds |
| TRIUMPH FINANCIAL INC. | April 22, 2025 | Approval of the Fourth Amendment to the Triumph Financial, Inc. 2014 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 13 funds |
FOR 4 funds |
| TRONOX HOLDINGS PLC | May 7, 2025 | Election of Directors: Fawaz Al-Fawaz Director Elections |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| TSS INC. | June 4, 2025 | Approval of the 2025 Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| TSS INC. | June 4, 2025 | Election of Class II directors: Michael Fahy Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| 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 | FOR 1 fund |
AGAINST 2 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Dennis D. Oklak Director Elections |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Robert C. Lieber Director Elections |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| TUTOR PERINI CORP. | May 15, 2025 | Election of Directors: Shahrokh ("Rock") Shah Director Elections |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Barbara A. Tyson Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: David J. Bronczek Director Elections |
Board | For | FOR 22 funds |
AGAINST 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: John H. Tyson Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Kevin M. McNamara Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Les R. Baledge Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 funds |
| TYSON FOODS INC. | February 6, 2025 | Election of Directors: Noel White Director Elections |
Board | For | AGAINST 22 funds |
FOR 13 funds |
| The Wendy's Company | May 21, 2025 | Election of Directors: Kristin A. Dolan Director Elections |
Board | For | FOR 12 funds |
AGAINST 10 funds |
| ULTRAGENYX PHARMACEUTICAL INC. | May 15, 2025 | Approval of the Second Amended and Restated 2023 Incentive Plan. Compensation |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| UNIQURE N.V. | June 11, 2025 | Reappointment of Jeremy Springhorn, Ph.D. as non-executive director. Director Elections |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| UNIQURE N.V. | June 11, 2025 | Resolution to adopt the Amendment and Restatement of the 2014 Share Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | Approval of the United Parks & Resorts Inc., 2025 Omnibus Incentive Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 7 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 | FOR 3 funds |
AGAINST 7 funds |
| UNITED PARKS & RESORTS INC. | June 13, 2025 | To elect the ten director nominees: James Chambers Director Elections |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Christopher Causey Director Elections |
Board | For | AGAINST 13 funds |
FOR 15 funds |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Christopher Patusky Director Elections |
Board | For | AGAINST 13 funds |
FOR 15 funds |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Louis Sullivan Director Elections |
Board | For | AGAINST 13 funds |
FOR 15 funds |
| UNITED THERAPEUTICS CORP. | June 26, 2025 | Election of Directors: Raymond Dwek Director Elections |
Board | For | AGAINST 13 funds |
FOR 15 funds |
| UNITEDHEALTH GROUP INC. | June 2, 2025 | Election of Directors: Timothy Flynn Director Elections |
Board | For | FOR 30 funds |
AGAINST 16 funds |
| UNIVERSAL INSURANCE HOLDINGS INC. | June 12, 2025 | Election of twelve directors: Francis X. McCahill, III Director Elections |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| UR-ENERGY INC. | June 5, 2025 | Election of Directors: Gary C. Huber Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| URBAN OUTFITTERS INC. | June 4, 2025 | Election of Directors: Margaret A. Hayne Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| UROGEN PHARMA LTD | August 6, 2024 | To approve the Company's 2024 non-employee director and officer compensation policy. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| USANA HEALTH SCIENCES INC. | May 19, 2025 | Approval of the USANA Health Sciences, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 10 funds |
FOR 7 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 | FOR 9 funds |
AGAINST 7 funds |
| V.F. CORP. | July 23, 2024 | Vote to approve the amendment and restatement of the 1996 Stock Compensation Plan. Compensation |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| VAIL RESORTS INC. | December 5, 2024 | Election of Directors: Iris Knobloch Director Elections |
Board | For | AGAINST 12 funds |
FOR 14 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 | FOR 8 funds |
AGAINST 6 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 | FOR 12 funds |
AGAINST 7 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 | FOR 1 fund |
AGAINST 2 funds |
| VELOCITY FINANCIAL INC. | May 23, 2025 | Election of Directors: John A. Pless Director Elections |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| VENTURE GLOBAL INC. | May 21, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 5 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 | FOR 5 funds |
AGAINST 4 funds |
| VERITONE INC. | June 13, 2025 | Approve an amendment and restatement of the 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| VERTEX PHARMACEUTICALS INC. | May 14, 2025 | Election of Directors: Lloyd Carney Director Elections |
Board | For | AGAINST 28 funds |
FOR 15 funds |
| VERU INC. | March 13, 2025 | To amend the Veru Inc. 2018 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| 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 | WITHHOLD 3 funds |
FOR 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 | FOR 30 funds |
AGAINST 16 funds |
| VIAVI SOLUTIONS INC. | November 6, 2024 | Election of Directors: Richard E. Belluzzo Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 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 | FOR 10 funds |
AGAINST 9 funds |
| VIRGIN GALACTIC HOLDINGS INC. | June 5, 2025 | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| 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 | AGAINST 5 funds |
FOR 4 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 | FOR 1 fund |
AGAINST 2 funds |
| VITESSE ENERGY INC. | May 1, 2025 | Election of Directors: Brian P. Friedman Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| VITESSE ENERGY INC. | May 1, 2025 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| VOYAGER THERAPEUTICS INC. | June 3, 2025 | To approve the Voyager Therapeutics, Inc. 2025 Stock Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 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 | FOR 7 funds |
AGAINST 8 funds |
| VULCAN MAT | May 9, 2025 | Election of Directors: David P. Steiner Director Elections |
Board | Not determined | AGAINST 20 funds |
FOR 14 funds |
| VUZIX CORP. | June 17, 2025 | To approve, the grant of 594,056 restricted stock units (or RSUs) to executive officers and other employees of the Company under the Company's 2023 Equity Incentive Plan, including 291,878 RSUs to Paul Travers, the Company's chief executive officer, and 118,211 RSUs to Grant Russell, the Company's chief financial officer along with the cancellation of 5,089,500 unvested stock options originally granted to those Senior Officers and others on March 17, 2021. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| 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 | FOR 5 funds |
AGAINST 5 funds |
| W. R. BERKLEY CORP. | June 11, 2025 | Election of Directors: Mary C. Farrell Director Elections |
Board | For | AGAINST 23 funds |
FOR 13 funds |
| W. R. BERKLEY CORP. | June 11, 2025 | Election of Directors: Ronald E. Blaylock Director Elections |
Board | For | AGAINST 23 funds |
FOR 13 funds |
| WATSCO INC. | June 2, 2025 | To elect the following nominee as a Common stock director until the Annual Meeting of Shareholders in 2028 or until his successor is duly elected and qualified: Gary L. Tapella Director Elections |
Board | For | AGAINST 15 funds |
FOR 14 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 | AGAINST 2 funds |
FOR 3 funds |
| WEATHERFORD INTERNATIONAL PLC | June 11, 2025 | Election of Directors: Neal P. Goldman Director Elections |
Board | For | AGAINST 12 funds |
FOR 12 funds |
| WEBTOON ENTERTAINMENT INC. | June 4, 2025 | Election of Director: Nancy Dubuc (Class I) Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| WESTERN DIGITAL CORP. | November 20, 2024 | Election of Directors: Martin I. Cole Director Elections |
Board | For | AGAINST 20 funds |
FOR 13 funds |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP. | May 15, 2025 | Elect three directors for a term of three years expiring in 2028: Ann R. Klee Director Elections |
Board | For | AGAINST 18 funds |
FOR 13 funds |
| WEX INC. | May 15, 2025 | To approve the WEX Inc. Amended and Restated 2019 Equity and Incentive Plan to increase the number of shares issuable thereunder. Compensation |
Board | For | AGAINST 10 funds |
FOR 14 funds |
| 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 | AGAINST 2 funds |
FOR 4 funds |
| WHEELS UP EXPERIENCE INC. | June 10, 2025 | To approve the Wheels Up Experience Inc. Performance Award Agreement, dated as of May 20, 2024, granted to David Harvey, the Company's Chief Commercial Officer, and authorize the Company to issue up to 15,000,000 shares of Common Stock thereunder, subject to the satisfaction of the applicable vesting conditions under such plan, if at all. Compensation |
Board | For | FOR 2 funds |
AGAINST 4 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 | FOR 5 funds |
AGAINST 5 funds |
| WHITE MOUN | May 22, 2025 | Election of Class I Directors to a term ending in 2028: Suzanne F. Shank Director Elections |
Board | Not determined | AGAINST 5 funds |
FOR 8 funds |
| WIDEOPENWEST INC. | May 8, 2025 | Election of Directors: Daniel Kilpatrick Director Elections |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| WILLIAMS-SONOMA INC. | June 11, 2025 | Election of directors: William Ready Director Elections |
Board | For | FOR 18 funds |
AGAINST 15 funds |
| WILLIS LEASE FINANCE CORP. | June 5, 2025 | Elect two Class III Directors to serve until the 2028 Annual Meeting of Stockholders, specifically and as nominated by the Board of Directors: Brendan J. Curran Director Elections |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| WISDOMTREE INC. | June 17, 2025 | Election of Directors: Shamla Naidoo Director Elections |
Board | For | AGAINST 11 funds |
FOR 5 funds |
| 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 | FOR 4 funds |
AGAINST 3 funds |
| WORKDAY INC. | June 4, 2025 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 30 funds |
AGAINST 14 funds |
| WORKIVA INC. | May 29, 2025 | Election of Directors: Martin J. Vanderploeg, Ph.D. Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 5 funds |
| WW INTERNATIONAL INC. | June 6, 2025 | The advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| WYNDHAM HOTELS & RESORTS INC. | May 15, 2025 | Election of Directors: Myra J. Biblowit Director Elections |
Board | For | AGAINST 10 funds |
FOR 13 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 | WITHHOLD 2 funds |
FOR 1 fund |
| X4 PHARMACEUTICALS INC. | June 9, 2025 | To hold a non-binding, advisory "say-on-pay" vote on the Company's executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| XEROX HOLDINGS CORP. | May 21, 2025 | Election of Directors: Tami Erwin Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 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.