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 |
|---|---|---|---|---|---|---|
| DESTINATION XL GROUP INC. | August 8, 2024 | To approve, on an advisory basis, named executive officer compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| DEVON ENERGY CORP. | June 4, 2025 | Advisory Vote to Approve Executive Compensation. Say-on-Pay |
Board | For | FOR 28 funds |
AGAINST 14 funds |
| DIAMOND HILL INVESTMENT GROUP INC. | April 29, 2025 | Approval and adoption of the Diamond Hill Investment Group, Inc. 2025 Equity and Cash Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| DIEBOLD NI | April 30, 2025 | Election of Directors: Mark Gross Director Elections |
Board | Not determined | AGAINST 4 funds |
FOR 4 funds |
| DIGITALOCEAN HOLDINGS INC. | June 9, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 10 funds |
| DINE BRANDS GLOBAL INC. | May 14, 2025 | Approval of an amendment to the Dine Brands Global, Inc. 2019 Stock Incentive Plan, as amended, to increase the reservation of common stock for issuance thereunder. Compensation |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| DLH HOLDINGS CORP. | March 13, 2025 | To approve the DLH Holdings Corp. 2025 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| DOMO INC. | June 24, 2025 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| DONNELLEY FINANCIAL SOLUTIONS INC. | May 14, 2025 | To vote to amend the Company's Amended and Restated 2016 Performance Incentive Plan. Compensation |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| DOORDASH INC. | June 24, 2025 | The election of the following director nominee(s): Jeffrey Blackburn Director Elections |
Board | For | AGAINST 17 funds |
FOR 14 funds |
| DOORDASH INC. | June 24, 2025 | The election of the following director nominee(s): John Doerr Director Elections |
Board | For | FOR 17 funds |
AGAINST 14 funds |
| DORIAN LPG LTD. | September 20, 2024 | Election of Directors: John C. Lycouris Director Elections |
Board | For | WITHHOLD 8 funds |
FOR 7 funds |
| DOUGLAS EMMETT INC. | May 29, 2025 | To approve, in a non-binding advisory vote, our executive compensation. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 10 funds |
| DRAFTKINGS INC. | May 19, 2025 | To consider an amendment to the DraftKings Employee Stock Purchase Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 9 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Leonard M. Sturm Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| DREAM FINDERS HOMES INC. | June 9, 2025 | Election of Directors: Megha H. Parekh Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| DRIVEN BRANDS HOLDINGS INC. | May 20, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: G.J. Hart Director Elections |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: Stephen Gillett Director Elections |
Board | For | AGAINST 4 funds |
FOR 6 funds |
| DUTCH BROS INC. | May 13, 2025 | Election of Directors: Todd Penegor Director Elections |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| DXC TECHNOLOGY CO. | July 30, 2024 | Approval of an increase in the number of shares available under the DXC Technology Company 2017 Non-Employee Director Incentive Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 9 funds |
| E.W. SCRIPPS CO. | May 5, 2025 | Election of Directors: Kim Williams Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| EASTERN CO. | April 30, 2025 | Election of Directors: Charles W. Henry Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| EASTERN CO. | April 30, 2025 | Election of Directors: John W. Everets Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| EASTMAN KODAK CO. | May 21, 2025 | Election of Directors: Philippe D. Katz Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| EDITAS MEDICINE INC. | May 29, 2025 | To adopt and approve an amendment to the Company's Restated Certificate of Incorporation to increase the number of authorized shares of the Company's capital stock from 200,000,000 to 395,000,000 and the number of authorized shares of the Company's common stock from 195,000,000 to 390,000,000. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| EDITAS MEDICINE INC. | May 29, 2025 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| ELEMENT SOLUTIONS INC. | June 3, 2025 | Election of Directors: Ian G.H. Ashken Director Elections |
Board | For | AGAINST 9 funds |
FOR 10 funds |
| ELEMENT SOLUTIONS INC. | June 3, 2025 | Election of Directors: Michael F. Goss Director Elections |
Board | For | AGAINST 9 funds |
FOR 10 funds |
| EMERALD HOLDING INC. | May 21, 2025 | Election of Class II Directors: Konstantin (Kosty) Gilis Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| EMERSON ELECTRIC CO. | February 4, 2025 | ELECTION OF DIRECTORS FOR TERMS ENDING IN 2028: Joshua B. Bolten Director Elections |
Board | For | AGAINST 27 funds |
FOR 12 funds |
| ENANTA PHARMACEUTICALS INC. | March 13, 2025 | To approve an amendment to our 2019 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| ENCORE ENERGY CORP. | June 11, 2025 | To elect eight directors for the ensuing year: Dennis E. Stover Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| ENCORE ENERGY CORP. | June 11, 2025 | To elect eight directors for the ensuing year: Susan Hoxie-Key Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| ENCORE ENERGY CORP. | June 11, 2025 | To elect eight directors for the ensuing year: William M. Sheriff Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 1 fund |
| ENDAVA PLC | December 12, 2024 | To approve the Directors' Remuneration Report contained in the 2024 Annual Report and Accounts. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| ENDAVA PLC | December 12, 2024 | To re-elect Mr. M Thurston as a Director. Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| ENDAVA PLC | December 12, 2024 | To re-elect Mr. T Smith as a Director. Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| ENERGY FUELS INC. | June 11, 2025 | Election of Directors: Benjamin Eshleman III Director Elections |
Board | For | WITHHOLD 6 funds |
FOR 2 funds |
| ENLINK MIDSTREAM LLC | January 30, 2025 | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to EnLink's named executive officers that is based on or otherwise relates to the Mergers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| ENTEGRIS INC. | April 23, 2025 | Election of Directors: Azita Saleki-Gerhardt Director Elections |
Board | For | AGAINST 10 funds |
FOR 12 funds |
| ENTEGRIS INC. | April 23, 2025 | Election of Directors: David Reeder Director Elections |
Board | For | FOR 10 funds |
AGAINST 12 funds |
| ENTERPRISE BANCORP INC. | April 3, 2025 | To approve, on a non-binding, advisory basis, the compensation payable to the named executive officers of Enterprise in connection with the merger (the "Enterprise compensation proposal"). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| ENVVENO MEDICAL CORP. | December 18, 2024 | To approve on a non-binding, advisory basis the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| EOS ENERGY ENTERPRISES INC | May 15, 2025 | Amendment to our Amended and Restated 2020 Equity Compensation Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| EOS ENERGY ENTERPRISES INC. | May 15, 2025 | Election of Directors: Alex Dimitrief Director Elections |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| ESSEX PROPERTY TRUST INC. | May 13, 2025 | Election of Directors: Keith R. Guericke Director Elections |
Board | For | FOR 25 funds |
AGAINST 16 funds |
| ESTEE LAUDER COMPANIES INC. | November 8, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 29 funds |
AGAINST 14 funds |
| ESTEE LAUDER COMPANIES INC. | November 8, 2024 | Election of four (4) Class I Directors: Paul J. Fribourg Director Elections |
Board | For | WITHHOLD 21 funds |
FOR 13 funds |
| EVE HOLDING INC. | May 22, 2025 | Election of Class III Directors: Gerard J. DeMuro Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| EVE HOLDING INC. | May 22, 2025 | Election of Class III Directors: Luis Carlos Affonso Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| EVE HOLDING INC. | May 22, 2025 | Election of Class III Directors: Michael Amalfitano Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| EVERCORE INC. | June 11, 2025 | Election of Directors: Gail B. Harris Director Elections |
Board | For | AGAINST 12 funds |
FOR 11 funds |
| EVGO INC. | May 15, 2025 | Election of Directors: Joseph Esteves Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| EVGO INC. | May 15, 2025 | Election of Directors: Peter Anderson Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 2 funds |
| EVGO INC. | May 15, 2025 | To approve the amendment of our 2021 Long Term Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| EVOLENT HEALTH INC. | June 5, 2025 | Proposal to approve the compensation of our named executive officers for 2024 on an advisory basis. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| EXLSERVICE HOLDINGS INC. | June 17, 2025 | Election of Directors: Andreas Fibig Director Elections |
Board | For | AGAINST 9 funds |
FOR 11 funds |
| EXP WORLD HOLDINGS INC. | April 25, 2025 | Election of Directors: Monica Weakley Director Elections |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| EXPEDIA GROUP INC. | June 3, 2025 | Approval, on an advisory basis, of the compensation of Expedia Group's named executive officers. Say-on-Pay |
Board | For | FOR 27 funds |
AGAINST 14 funds |
| EXPEDIA GROUP INC. | June 3, 2025 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 13 funds |
| EXPEDIA GROUP INC. | June 3, 2025 | Election of Directors: Chelsea Clinton Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 13 funds |
| EXTREME NETWORKS INC. | November 14, 2024 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 2,300,000 shares of our common stock to those reserved for issuance under the plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 4 funds |
| EYEPOINT PHARMACEUTICALS INC. | June 18, 2025 | To approve Amendment No. 2 to the EyePoint Pharmaceuticals, Inc. 2023 Long-Term Incentive Plan to increase the number of shares of common stock authorized for issuance thereunder by 2,900,000 shares. Compensation |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| EYEPOINT PHARMACEUTICALS INC. | June 18, 2025 | To approve, on an advisory basis, the compensation paid to the Company's named executive officers as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| FARMLAND PARTNERS INC. | May 6, 2025 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| FARO TECHNOLOGIES INC. | May 21, 2025 | Amendment to the FARO Technologies, Inc. 2022 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 1,500,000. Compensation |
Board | For | AGAINST 3 funds |
FOR 5 funds |
| FATE THERAPEUTICS INC. | May 29, 2025 | Election of Class III Directors: Dr. Shefali Agarwal Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| FATE THERAPEUTICS INC. | May 29, 2025 | To approve the amendment and restatement of the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| FIBROBIOLOGICS INC. | August 27, 2024 | Election of Class I Directors to hold office until 2027: Richard Cilento, Jr. Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIBROBIOLOGICS INC. | June 12, 2025 | Approval of an amendment to the Amended and Restated Certificate of Incorporation to increase the authorized capital stock. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| FIBROBIOLOGICS INC. | June 12, 2025 | Election of Class II Directors to hold office until 2028: Matthew Link Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIBROBIOLOGICS INC. | June 12, 2025 | Election of Class II Directors to hold office until 2028: Victoria Niklas, M.D. Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FIDELITY NATIONAL FINANCIAL INC. | June 11, 2025 | Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | AGAINST 14 funds |
FOR 13 funds |
| FIRST AMERICAN FINANCIAL CORP. | May 13, 2025 | Election of Class III director nominees: Parker S. Kennedy Director Elections |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| FIRST FOUNDATION INC. | May 29, 2025 | To approve the First Foundation Inc. Amended and Restated 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 3 funds |
| FIRST FOUNDATION INC. | May 29, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for the year ended December 31, 2024. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| FIRST HORIZON CORP. | April 29, 2025 | Ratification of appointment of KPMG LLP as auditors. Audit-related |
Board | For | FOR 13 funds |
AGAINST 12 funds |
| FIRST OF LONG ISLAND CORP. | February 14, 2025 | To approve, on an advisory basis, certain compensation payable as a result of the consummation of the proposed merger. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| FIRST WESTERN FINANCIAL INC. | June 4, 2025 | To approve the First Western Financial, Inc. Omnibus Incentive Plan, as amended and restated April 23, 2025. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| FIRSTCASH HOLDINGS INC. | June 11, 2025 | Election of Directors: Daniel R. Feehan Director Elections |
Board | For | AGAINST 9 funds |
FOR 9 funds |
| FIVE BELOW | June 12, 2025 | Election of Directors: Kathleen S. Barclay Director Elections |
Board | Not determined | AGAINST 12 funds |
FOR 10 funds |
| FLAGSTAR FINANCIAL INC. | June 4, 2025 | Election of Directors: Marshall Lux Director Elections |
Board | For | FOR 11 funds |
AGAINST 8 funds |
| FLUSHING FINANCIAL CORP. | May 28, 2025 | Election of Class C Directors (for a term expiring in 2028): Alfred A. DelliBovi Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| FLUTTER ENTERTAINMENT PLC | June 5, 2025 | By separate resolutions, to elect/re-elect (as appropriate): John Bryant Director Elections |
Board | For | AGAINST 5 funds |
FOR 11 funds |
| FLYWIRE CORP. | June 3, 2025 | Approve, on a non-binding, advisory basis, the compensation of Flywire Corporation's named executive officers Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| FMC CORP. | April 29, 2025 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | For | FOR 28 funds |
AGAINST 16 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: John L. Thornton Director Elections |
Board | For | AGAINST 21 funds |
FOR 13 funds |
| FORD MOTOR CO. | May 8, 2025 | Election of Directors: Jon M. Huntsman, Jr. Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| FORGE GLOBAL HOLDINGS INC. | June 20, 2025 | Approve, on a non-binding advisory basis, the compensation paid to the named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| FORTREA HOLDINGS INC. | June 10, 2025 | Election of Directors: Dr. Amrit Ray Director Elections |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| FORTREA HOLDINGS INC. | June 10, 2025 | Election of Directors: Erin L. Russell Director Elections |
Board | For | FOR 10 funds |
AGAINST 9 funds |
| FORTREA HOLDINGS INC. | June 10, 2025 | Election of Directors: Machelle Sanders Director Elections |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| FOX FACTORY HOLDING CORP. | May 9, 2025 | To approve, on an advisory basis, the resolution approving the compensation of Fox Factory Holding Corp.'s named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| FRONTIER COMMUNICATIONS PARENT INC. | November 13, 2024 | To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers in connection with the consummation of the merger. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 12 funds |
| FRONTIER COMMUNICATIONS PARENT INC. | May 21, 2025 | Election of Directors: Kevin L. Beebe Director Elections |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| FRONTVIEW REIT INC. | May 27, 2025 | Election of directors: Robert Green Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| FULGENT GENETICS INC. | May 15, 2025 | Election of Directors: Michael Nohaile, Ph.D. Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 6 funds |
| FULGENT GENETICS INC. | May 15, 2025 | To approve, on an advisory basis, compensation awarded to the Company's named executive officers (Say-on-Pay). Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 7 funds |
| GARMIN LTD | June 6, 2025 | Re-election of Min H. Kao as Executive Chairman Corporate Governance |
Board | For | FOR 21 funds |
AGAINST 12 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.