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 |
|---|---|---|---|---|---|---|
| CARTER BANKSHARES INC. | May 28, 2025 | Election of Directors: James W. Haskins Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| CARTESIAN THERAPEUTICS INC. | September 20, 2024 | To approve, in accordance with Nasdaq Listing Rule 5635(d), the issuance of shares of common stock, par value $0.0001 per share ("Common Stock"), of Cartesian Therapeutics, Inc. (the "Company") upon conversion of the Company's Series B Non-Voting Convertible Preferred Stock, par value $0.0001 per share (the "Conversion Proposal" or "Proposal No. 1"). Capital Structure |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| CARVANA CO. | May 5, 2025 | Election of Class II Director Nominees: Dan Quayle Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 10 funds |
| CASSAVA SCIENCES INC. | May 23, 2025 | To approve, by a non-binding advisory vote, 2024 executive compensation for the Company's named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| CAVA GROUP INC. | June 20, 2025 | Election of Class II Directors: Benjamin Felt Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 9 funds |
| CAVCO INDUSTRIES INC. | July 30, 2024 | Election of Directors: Steven W. Moster Director Elections |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| CELCUITY INC. | May 13, 2025 | To approve, by a non-binding and advisory vote, compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| CENTURY COMMUNITIES INC. | May 7, 2025 | Election of Directors: Dale Francescon Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| CERIBELL INC. | June 10, 2025 | Election of Directors: Juliet Tammenoms Bakker Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Deborah T. Kochevar Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: George E. Massaro Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Richard F. Wallman Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHARLES RI | May 20, 2025 | Election of Directors: Robert Bertolini Director Elections |
Board | Not determined | FOR 17 funds |
ABSTAIN 17 funds |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Election of Directors: Balan Nair Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Election of Directors: Eric L. Zinterhofer Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | Election of Directors: Richard N. Peretz Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| CHEFS' WAREHOUSE INC. | May 9, 2025 | To approve an amendment to the Company's Amended and Restated 2019 Omnibus Equity Incentive Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| CHEGG INC. | June 4, 2025 | To approve the Chegg, Inc. Amendment to the 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 6 funds |
| CHEMED CORP. | May 19, 2025 | Approval and Adoption of the 2025 Stock Incentive Plan. Compensation |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| CHEMED CORP. | May 19, 2025 | Election of directors: Andrea R. Lindell Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| CHEMED CORP. | May 19, 2025 | Election of directors: George J. Walsh III Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| CHEMED CORP. | May 19, 2025 | Election of directors: Patrick P. Grace Director Elections |
Board | For | AGAINST 12 funds |
FOR 13 funds |
| CHEMUNG FINANCIAL CORP. | June 3, 2025 | To approve the Chemung Financial Corporation 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| CHILDREN'S PLACE INC. | May 7, 2025 | To approve, by non-binding vote, executive compensation as described in the proxy statement. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| CHIPOTLE MEXICAN GRILL INC. | June 11, 2025 | An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say on pay"). Say-on-Pay |
Board | For | FOR 28 funds |
AGAINST 16 funds |
| CHIPOTLE MEXICAN GRILL INC. | June 11, 2025 | Election of Nine Directors: Robin Hickenlooper Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Election of Directors: Ervin R. Shames Director Elections |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| CHOICE HOTELS INTERNATIONAL INC. | May 15, 2025 | Election of Directors: Gordon A. Smith Director Elections |
Board | For | AGAINST 10 funds |
FOR 12 funds |
| CIBUS INC | May 22, 2025 | Ratification of the appointment of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending December 31, 2025. Audit-related |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| CIBUS INC | May 22, 2025 | To approve, in accordance with Nasdaq Listing Rule 5635(b), the issuance of shares of Class A common stock upon the potential future exercise of outstanding warrants held by Rory Riggs that would be deemed to be a "change of control" of the Company within the meaning of Listing Rule 5635(b). Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| CIBUS INC | May 22, 2025 | To approve, in accordance with Nasdaq Listing Rule 5635(d), the issuance of up to 9,040,000 shares of Class A common stock issuable upon the exercise of outstanding common warrants issued pursuant to those certain Securities Purchase Agreements, each dated January 21, 2025, by and among the Company and the purchasers party thereto. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| CINEMARK HOLDINGS INC. | May 15, 2025 | Election of Class III directors, each for a term that expires in 2028: Kevin Mitchell Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 8 funds |
| CINEMARK HOLDINGS INC. | May 15, 2025 | Election of Class III directors, each for a term that expires in 2028: Raymond Syufy Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 8 funds |
| CINTAS CORP. | October 29, 2024 | Election of Directors: Joseph Scaminace Director Elections |
Board | For | AGAINST 25 funds |
FOR 13 funds |
| CINTAS CORP. | October 29, 2024 | Election of Directors: Robert E. Coletti Director Elections |
Board | For | AGAINST 25 funds |
FOR 13 funds |
| CINTAS CORP. | October 29, 2024 | Election of Directors: Scott D. Farmer Director Elections |
Board | For | AGAINST 25 funds |
FOR 13 funds |
| CIPHER MINING INC. | June 3, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 6 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | FOR 38 funds |
AGAINST 17 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Dr. Kristina M. Johnson Director Elections |
Board | For | FOR 28 funds |
AGAINST 14 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: John D. Harris II Director Elections |
Board | For | FOR 28 funds |
AGAINST 14 funds |
| CISCO SYSTEMS INC. | December 9, 2024 | Election of Directors: Wesley G. Bush Director Elections |
Board | For | FOR 28 funds |
AGAINST 14 funds |
| CITI TRENDS INC. | June 5, 2025 | Election of Directors: Pamela Edwards Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| CITI TRENDS INC. | June 5, 2025 | Vote to approve an Amendment to the 2021 Incentive Plan to increase the number of shares available by 500,000 for grant. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| CITIGROUP INC. | April 29, 2025 | Approval of additional shares for the Citigroup 2019 Stock Incentive Plan. Compensation |
Board | For | AGAINST 22 funds |
FOR 12 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Andrew Snyder Director Elections |
Board | For | FOR 3 funds |
AGAINST 11 funds |
| CLARIVATE PLC | May 7, 2025 | RE-ELECTION OF DIRECTORS: Wendell Pritchett Director Elections |
Board | For | AGAINST 3 funds |
FOR 11 funds |
| CLARUS CORP. | May 29, 2025 | To consider and vote on a proposal to amend and restate the Company's 2015 Stock Incentive Plan to, among other things, extend the term of such plan by 10 years and reserve 7,500,000 shares of the Company's common stock for issuance under such plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| CLEARPOINT NEURO INC. | May 21, 2025 | Approval of ClearPoint Neuro, Inc.'s Sixth Amended and Restated 2013 Incentive Compensation Plan. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| CLEARWATER ANALYTICS HOLDINGS INC. | June 23, 2025 | Election of Directors: Jacques Aigrain Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 5 funds |
| CLIMB BIO INC. | June 4, 2025 | The election of two directors, each to serve for a three-year term expiring at the 2028 annual meeting of stockholders and until his or her respective successor has been duly elected and qualified: Judith Dunn, Ph.D. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| CME GROUP INC. | May 8, 2025 | Election of Equity Directors: Dennis A. Suskind Director Elections |
Board | For | AGAINST 27 funds |
FOR 14 funds |
| COASTAL FINANCIAL CORP. | May 28, 2025 | To approve the Second Amendment to the Coastal Financial Corporation 2018 Omnibus Incentive Plan (the "2018 Plan"), including an increase in the number of authorized shares under the 2018 Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| COCA-COLA CO. | April 30, 2025 | Election of Directors: Herb Allen Director Elections |
Board | For | AGAINST 22 funds |
FOR 15 funds |
| COCA-COLA CO. | April 30, 2025 | Election of Directors: Thomas S. Gayner Director Elections |
Board | For | FOR 22 funds |
AGAINST 15 funds |
| CODEXIS INC. | June 10, 2025 | To approve an amendment to the Codexis, Inc. 2019 Incentive Award Plan to increase the number of shares available for issuance thereunder by 8,000,000 shares. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| COEUR MINING INC. | May 13, 2025 | Election of nine directors: Robert E. Mellor Director Elections |
Board | For | AGAINST 7 funds |
FOR 8 funds |
| COHEN & STEERS INC. | May 1, 2025 | Election of Directors: Martin Cohen Director Elections |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| COHEN & STEERS INC. | May 1, 2025 | Election of Directors: Robert H. Steers Director Elections |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| COHERUS BIOSCIENCES INC. | June 11, 2025 | To vote on a non-binding, advisory basis to approve the compensation of the Company's named executive officers (a "Say-on-Pay" vote). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| COMMSCOPE HOLDING COMPANY INC. | May 8, 2025 | Non-binding, advisory vote to approve the compensation of our named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 9 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Joseph E. Reece Director Elections |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Lori A. Walker Director Elections |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Richard P. Dealy Director Elections |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| COMPASS MINERALS INTERNATIONAL INC. | March 6, 2025 | Elect eight director nominees, each for a one-year term: Shane T. Wagnon Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| COMPOSECURE INC. | May 28, 2025 | Election of Directors: Jane J. Thompson Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| COMPOSECURE INC. | May 28, 2025 | Election of Directors: John D. Cote Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| CONCENTRA GROUP HOLDINGS PARENT INC. | May 1, 2025 | Elect two Class I directors, each for a term of three years or until their respective successors have been elected and qualified: Cheryl B. Pegus Director Elections |
Board | For | FOR 10 funds |
AGAINST 7 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Election of Directors: Jennifer M. Daniels Director Elections |
Board | For | AGAINST 20 funds |
FOR 16 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Election of Directors: Richard Sands Director Elections |
Board | For | AGAINST 20 funds |
FOR 16 funds |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Election of Directors: Robert Sands Director Elections |
Board | For | AGAINST 20 funds |
FOR 16 funds |
| CONTANGO ORE INC. | June 10, 2025 | Election of Directors: Brad Juneau Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| COOPER-STANDARD HOLDINGS INC. | May 15, 2025 | Advisory Vote on Named Executive Officer Compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 6 funds |
| CORPAY INC. | June 11, 2025 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 28 funds |
FOR 15 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Archie L. Jones, Jr. Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Gerald Throop Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Richard Macchia Director Elections |
Board | For | FOR 19 funds |
AGAINST 13 funds |
| CORPAY INC. | June 11, 2025 | Elect Directors nominated by the Board of Directors for a one-year term: Steven T. Stull Director Elections |
Board | For | AGAINST 19 funds |
FOR 13 funds |
| COSTAR GROUP INC. | June 26, 2025 | Proposal to approve, on an advisory basis, the Company's executive compensation. Other Social Issues |
Board | For | FOR 28 funds |
AGAINST 15 funds |
| COTY INC. | November 7, 2024 | Approval, on an advisory (non-binding) basis, of the compensation of Coty Inc.'s named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 13 funds |
| COTY INC. | November 7, 2024 | Election of Directors: Olivier Goudet Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 12 funds |
| COUCHBASE INC. | May 29, 2025 | Election of Class I Directors: Lynn M. Christensen Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| COUPANG INC. | June 12, 2025 | Election of Directors: Neil Mehta Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| COURSERA INC. | May 20, 2025 | Approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| CREDIT ACCEPTANCE CORP. | June 4, 2025 | Election of Directors: Glenda J. Flanagan Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 12 funds |
| CRH PLC | May 8, 2025 | Disapplication of Pre-emption Rights Capital Structure |
Board | For | AGAINST 8 funds |
FOR 14 funds |
| CRICUT INC. | May 28, 2025 | To approve, by non-binding vote, named executive officer compensation. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| CUSTOMERS BANCORP INC. | May 27, 2025 | Election of Directors: Daniel K. Rothermel Director Elections |
Board | For | FOR 11 funds |
AGAINST 8 funds |
| CUTERA INC. | July 15, 2024 | Approval of the amendment and restatement of our 2019 Equity Incentive Plan to increase the total shares available for issuance under the 2019 Equity Incentive Plan by 2,395,275 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| CUTERA INC. | July 15, 2024 | Election of Directors: Jeryl Hilleman Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| CUTERA INC. | July 15, 2024 | Non-binding advisory vote on the compensation of Named Executive Officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| CVS HEALTH CORP. | May 15, 2025 | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation. Shareholder Rights and Defenses |
Board | For | FOR 35 funds |
AGAINST 16 funds |
| DAILY JOURNAL CORP. | February 19, 2025 | Election of four Directors: John B. Frank Director Elections |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Gerald Aberle Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| DAKOTA GOLD CORP. | May 13, 2025 | Election of Directors: Stephen O'Rourke Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| DAYFORCE INC. | May 2, 2025 | To approve, on a non-binding, advisory basis, the compensation of Dayforce's named executive officers (commonly known as a "Say on Pay" vote) Say-on-Pay |
Board | For | FOR 28 funds |
AGAINST 16 funds |
| DECISIONPOINT SYSTEMS INC. | July 1, 2024 | The approval, on a non-binding advisory basis, of the compensation that may be paid or become payable to the Company'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 1 fund |
AGAINST 2 funds |
| DELCATH SYSTEMS INC. | May 15, 2025 | To approve an amendment of the Company's 2020 Omnibus Equity Incentive Plan to increase by 2,200,000 the number of shares of common stock, $0.01 par value per share ("Common Stock") available thereunder. Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| DELEK US HOLDINGS INC. | April 29, 2025 | Election of Directors: Vasiliki (Vicky) Sutil Director Elections |
Board | For | AGAINST 6 funds |
FOR 7 funds |
| DESTINATION XL GROUP INC. | August 8, 2024 | To approve amendments to our 2016 Incentive Compensation Plan, including the increase in the total number of shares of common stock authorized for issuance under the plan by 6,150,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 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.