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 |
|---|---|---|---|---|---|---|
| GARMIN LTD. | June 6, 2025 | Re-election of six directors: Jonathan C. Burrell Director Elections |
Board | For | AGAINST 21 funds |
FOR 12 funds |
| GARMIN LTD. | June 6, 2025 | Re-election of six directors: Joseph J. Hartnett Director Elections |
Board | For | AGAINST 21 funds |
FOR 12 funds |
| GARTNER INC. | May 29, 2025 | Election of Directors to be elected for terms expiring in 2026: Anne Sutherland Fuchs Director Elections |
Board | For | AGAINST 19 funds |
FOR 15 funds |
| GARTNER INC. | May 29, 2025 | Election of Directors to be elected for terms expiring in 2026: Karen E. Dykstra Director Elections |
Board | For | AGAINST 19 funds |
FOR 15 funds |
| GARTNER INC. | May 29, 2025 | Election of Directors to be elected for terms expiring in 2026: Richard J. Bressler Director Elections |
Board | For | AGAINST 19 funds |
FOR 15 funds |
| GARTNER INC. | May 29, 2025 | Election of Directors to be elected for terms expiring in 2026: William O. Grabe Director Elections |
Board | For | AGAINST 19 funds |
FOR 15 funds |
| GE AEROSPACE | May 6, 2025 | Election of Directors: Stephen Angel Director Elections |
Board | For | FOR 21 funds |
AGAINST 13 funds |
| GENERAC HOLDINGS INC. | June 12, 2025 | Election of Class I Directors: Andrew G. Lampereur Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| GENERAC HOLDINGS INC. | June 12, 2025 | Election of Class I Directors: Nam T. Nguyen Director Elections |
Board | For | AGAINST 19 funds |
FOR 16 funds |
| GENIE ENERGY LTD. | May 6, 2025 | Election of Directors: Alan Rosenthal Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| GENIE ENERGY LTD. | May 6, 2025 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| GENIE ENERGY LTD. | May 6, 2025 | Election of Directors: Joyce J. Mason Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| GENUINE PARTS CO. | April 28, 2025 | Election of Directors: John R. Holder Director Elections |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| GENUINE PARTS CO. | April 28, 2025 | Election of Directors: Robert C. "Robin" Loudermilk, Jr. Director Elections |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| GETTY REALTY CORP. | April 22, 2025 | Election of Directors: Mary Lou Malanoski Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 9 funds |
| GETTY REALTY CORP. | April 22, 2025 | Election of Directors: Milton Cooper Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 9 funds |
| GETTY REALTY CORP. | April 22, 2025 | Election of Directors: Philip E. Coviello Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 9 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 11, 2025 | Election of four Class III directors: Michael Gregory (Greg) O'Hara Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| GLOBAL BUSINESS TRAVEL GROUP INC. | June 11, 2025 | Election of four Class III directors: Raymond Donald Joabar Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| GLOBALSTAR INC. | May 20, 2025 | Election of Class A Directors: Keith O. Cowan Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| GOGO INC. | June 12, 2025 | Non-binding advisory vote approving 2024 executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 5 funds |
| GOHEALTH INC. | June 18, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| GOLDEN ENTERTAINMENT INC. | May 22, 2025 | To approve the amendment and restatement of the Golden Entertainment, Inc. 2015 Incentive Award Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 7 funds |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Advisory Vote to Approve Executive Compensation (Say on Pay) Diversity, Equity, and Inclusion |
Board | For | AGAINST 30 funds |
FOR 17 funds |
| GOLDMAN SACHS GROUP INC. | April 23, 2025 | Approval of The Goldman Sachs Amended and Restated Stock Incentive Plan (2025) Compensation |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| GRAFTECH INTERNATIONAL LTD. | May 8, 2025 | Election of Directors: Michel J. Dumas Director Elections |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| GRANITE POINT MORTGAGE TRUST INC. | June 5, 2025 | To approve on an advisory basis the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| GRAY MEDIA INC. | May 7, 2025 | The approval of the amendment and restatement of the Gray Media, Inc. 2022 Equity and Incentive Compensation Plan. Compensation |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| GREENWICH LIFESCIENCES INC. | December 19, 2024 | Proposal to approve an amendment to the Greenwich Life Sciences, Inc. 2019 Equity Incentive Plan to increase the number of shares of common stock reserved for issuance under such plan to 4,000,000 shares from 1,500,000 shares. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| GROCERY OUTLET HOLDING CORP. | June 2, 2025 | Election of Class III Directors: Carey F. Jaros Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| GUARDANT HEALTH INC. | June 18, 2025 | Election of Class I Directors: Musa Tariq Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| GUESS INC. | June 10, 2025 | To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| HACKETT GROUP INC. | May 1, 2025 | Election of Directors: Alan T. G. Wix Director Elections |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| HACKETT GROUP INC. | May 1, 2025 | Election of Directors: Robert A. Rivero Director Elections |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: Bryan H. Lawrence Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: David C. Hardie Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| HALLADOR ENERGY CO. | May 29, 2025 | Election of six Directors for a one-year term: Zarrell Gray Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| HAMILTON LANE INC. | September 5, 2024 | To approve the Amended and Restated Hamilton Lane Incorporated 2017 Equity Incentive Plan. Compensation |
Board | For | FOR 4 funds |
AGAINST 7 funds |
| HAWTHORN BANCSHARES INC. | June 3, 2025 | Proposal to ratify the selection of the accounting firm of Forvis Mazars, LLP as the Company's independent registered public accounting firm for 2025. Audit-related |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| HAYWARD HOLDINGS INC. | May 22, 2025 | Election of Directors: Edward Ward Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 8 funds |
| HBT FINANCIAL INC. | May 20, 2025 | Election of Directors: Roger A. Baker Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 4 funds |
| HCA HEALTHCARE INC. | April 24, 2025 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 20 funds |
AGAINST 14 funds |
| HCA HEALTHCARE INC. | April 24, 2025 | Election of Directors: Michael W. Michelson Director Elections |
Board | For | AGAINST 20 funds |
FOR 14 funds |
| HCA HEALTHCARE INC. | April 24, 2025 | Election of Directors: Nancy-Ann DeParle Director Elections |
Board | For | AGAINST 20 funds |
FOR 14 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Dr. Alan Schriesheim Director Elections |
Board | For | AGAINST 11 funds |
FOR 11 funds |
| HEICO CORP. | March 14, 2025 | ELECTION OF HEICO'S BOARD OF DIRECTORS FOR THE ENSUING YEAR: Frank J. Schwitter Director Elections |
Board | For | AGAINST 11 funds |
FOR 11 funds |
| HENRY SCHEIN INC. | May 22, 2025 | Election of Incumbent Directors: Philip A. Laskawy Director Elections |
Board | For | AGAINST 15 funds |
FOR 14 funds |
| HERBALIFE LTD. | April 23, 2025 | Approve, on an advisory basis, the compensation of the Company's named executive officers; and Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 8 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Approve an amendment to the Company's 2023 Omnibus Incentive Plan to increase the number of authorized shares by 1,800,000 shares Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| HERITAGE INSURANCE HOLDINGS INC. | June 10, 2025 | Election of Directors: Richard Widdicombe Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| HERSHEY CO. | May 6, 2025 | Election of Directors: Juan R. Perez Director Elections |
Board | For | FOR 24 funds |
AGAINST 15 funds |
| HF FOODS GROUP INC. | June 3, 2025 | Approval, on an advisory basis, of the compensation of our executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| HILTON WORLDWIDE HOLDINGS INC. | May 14, 2025 | Election of Directors: Melanie L. Healey Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| HIMS & HERS HEALTH INC. | June 12, 2025 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 6 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Edward A. Kangas Director Elections |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Joseph A. Marengi Director Elections |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| HOVNANIAN ENTERPRISES INC. | March 27, 2025 | Election of directors: Robert B. Coutts Director Elections |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| HURON CONSULTING GROUP INC. | May 9, 2025 | To approve an amendment to the Company's Amended and Restated 2012 Omnibus Incentive Plan. Compensation |
Board | For | FOR 5 funds |
AGAINST 8 funds |
| HUT 8 CORP. | June 18, 2025 | To elect eight directors to serve until our 2026 Annual Meeting of Stockholders: Amy Wilkinson Director Elections |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| IBOTTA INC. | May 28, 2025 | Election of Directors: Amanda Baldwin Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| IBOTTA INC. | May 28, 2025 | Election of Directors: Thomas D. Lehrman Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| IDEAYA BIOSCIENCES INC. | June 24, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement accompanying this Notice of Annual Meeting of Stockholders. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| IDT CORP. | December 12, 2024 | Election of Directors: Elaine S. Yatzkan Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| IDT CORP. | December 12, 2024 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| IHEARTMEDIA INC. | May 13, 2025 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| ILLUMINA INC. | May 21, 2025 | Election of Directors: Robert S. Epstein, M.D. Director Elections |
Board | For | FOR 16 funds |
AGAINST 11 funds |
| IMMUNITYBIO INC. | June 18, 2025 | Election of Directors: Barry J. Simon, M.D. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| IMMUNITYBIO INC. | June 18, 2025 | Election of Directors: Patrick Soon-Shiong, M.D. Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| IMPINJ INC. | June 5, 2025 | Election of Directors: Steve Sanghi Director Elections |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| INDIE SEMICONDUCTOR INC. | June 4, 2025 | To approve an amendment to the 2021 Omnibus Equity Incentive Plan to increase the number of shares of Class A Common Stock reserved for issuance thereunder by 17,000,000 shares. Compensation |
Board | For | AGAINST 7 funds |
FOR 4 funds |
| INFUSYSTEM HOLDINGS INC. | May 15, 2025 | Approval of an amendment increasing the number of shares reserved under the InfuSystem Holdings, Inc. 2021 Equity Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| INMUNE BIO INC. | June 10, 2025 | To approve the Second Amended and Restated INmune Bio Inc. 2021 Stock Incentive Plan. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| INNOVAGE HOLDING CORP. | December 5, 2024 | Election of Class I Directors: Andrew Cavanna Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| INNOVAGE HOLDING CORP. | December 5, 2024 | Election of Class I Directors: Thomas Scully Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| INNOVIVA INC. | May 19, 2025 | Elect five directors to serve until the 2026 Annual Meeting of Stockholders: Mark A. DiPaolo, Esq. Director Elections |
Board | For | FOR 11 funds |
AGAINST 7 funds |
| INOGEN INC. | May 14, 2025 | To approve the Inogen, Inc. Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| INSIGHT EN | May 13, 2025 | Election of Directors: Catherine Courage Director Elections |
Board | Not determined | FOR 11 funds |
AGAINST 10 funds |
| INTELLIA THERAPEUTICS INC. | June 11, 2025 | Approval of the Intellia Therapeutics, Inc. 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| INTERNATIONAL PAPER CO. | May 12, 2025 | Election of Directors (one-year term): Clinton A. Lewis, Jr. Director Elections |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| INTERNATIONAL PAPER CO. | May 12, 2025 | Election of Directors (one-year term): Jacqueline C. Hinman Director Elections |
Board | For | AGAINST 21 funds |
FOR 14 funds |
| INTUITIVE SURGICAL INC. | May 1, 2025 | The amendment and restatement of the Amended and Restated 2010 Incentive Award Plan. Compensation |
Board | For | FOR 21 funds |
AGAINST 15 funds |
| IONIS PHARMACEUTICALS INC. | June 5, 2025 | Election of Directors: Joseph Klein, III Director Elections |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| IONIS PHARMACEUTICALS INC. | June 5, 2025 | Election of Directors: Joseph Loscalzo Director Elections |
Board | For | AGAINST 5 funds |
FOR 9 funds |
| IOVANCE BIOTHERAPEUTICS INC. | June 10, 2025 | To elect seven directors to serve until the 2026 Annual Meeting of Stockholders: Athena Countouriotis, M.D. Director Elections |
Board | For | AGAINST 6 funds |
FOR 3 funds |
| ISPIRE TECHNOLOGY INC. | June 24, 2025 | Election of Directors: Brent Cox Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 24, 2025 | Election of Directors: Christopher Robert Burch Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ISPIRE TECHNOLOGY INC. | June 24, 2025 | Election of Directors: Jiangyan Zhu Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| ISPIRE TECHNOLOGY INC. | June 24, 2025 | Election of Directors: Tuanfang Liu Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ITERIS INC. | October 22, 2024 | To approve, on a non binding, advisory basis, certain compensation that will or may become payable to Iteris, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| IVANHOE ELECTRIC INC. | June 5, 2025 | Election of Directors: Hirofumi Katase Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| IVANHOE ELECTRIC INC. | June 5, 2025 | Election of Directors: Robert Friedland Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| J.B. HUNT TRANSPORT SERVICES INC. | April 24, 2025 | Election of Directors: James L. Robo Director Elections |
Board | For | AGAINST 20 funds |
FOR 13 funds |
| JACOBS SOL | January 29, 2025 | Election of Directors: Peter J. Robertson Director Elections |
Board | Not determined | AGAINST 19 funds |
FOR 13 funds |
| JAKKS PACIFIC INC. | June 20, 2025 | To conduct an advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Dennis J. Langwell Director Elections |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Kirstin M. Gould Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Ollie L. Sherman, Jr. Director Elections |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Peter B. Migliorato Director Elections |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| JAMES RIVER GROUP HOLDINGS LTD. | October 24, 2024 | Election of Directors: Thomas L. Brown Director Elections |
Board | For | FOR 2 funds |
AGAINST 7 funds |
| JANUS HENDERSON GROUP PLC | April 30, 2025 | Election of Directors: Kalpana Desai Director Elections |
Board | For | AGAINST 14 funds |
FOR 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.