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 |
|---|---|---|---|---|---|---|
| JANUS INTE | June 16, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 8 funds |
AGAINST 8 funds |
| JBG SMITH PROPERTIES | April 24, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 10 funds |
| JEFFERIES | March 27, 2025 | Advisory vote to approve 2024 executive-compensation program. Say-on-Pay |
Board | Not determined | AGAINST 17 funds |
FOR 14 funds |
| JEFFERIES | March 27, 2025 | Election of Directors: Brian P. Friedman Director Elections |
Board | Not determined | AGAINST 11 funds |
FOR 13 funds |
| JEFFERIES | March 27, 2025 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | Not determined | AGAINST 11 funds |
FOR 13 funds |
| JEFFERIES | March 27, 2025 | Election of Directors: Toru Nakashima Director Elections |
Board | Not determined | AGAINST 11 funds |
FOR 13 funds |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Election of Directors: Mercedes Romero Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 7 funds |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Election of Directors: Pamela Forbes Lieberman Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 7 funds |
| JOINT CORP. | May 21, 2025 | Election of Directors: Ronald V. DaVella Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| KALTURA INC. | June 25, 2025 | Election of Directors: Eyal Manor Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| KBR INC. | May 14, 2025 | Election of Directors: Lynn A. Dugle Director Elections |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| KENNEDY-WILSON HOLDINGS INC. | June 5, 2025 | Election of Directors: Stanley R. Zax Director Elections |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| KENNEDY-WILSON HOLDINGS INC. | June 5, 2025 | To approve, on an advisory nonbinding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 9 funds |
| KENVUE INC. | May 22, 2025 | Election of Directors: Melanie L. Healey Director Elections |
Board | For | AGAINST 28 funds |
FOR 15 funds |
| KINIKSA PHARMACEUTICALS INTERNATIONAL PLC | June 3, 2025 | Subject to the passing of Proposal No. 11, to empower the Board of Directors generally pursuant to section 570(1) and section 573 of the Companies Act to allot equity securities (as defined in section 560 of the Companies Act) for cash pursuant to the general authority conferred on them by Proposal No. 11 as if section 561(1) of the Companies Act did not apply to that allotment. This power (a) shall be limited to the allotment of equity securities up to a maximum aggregate of $6,976.33; (b) will expire (unless previously renewed, varied or revoked) on June 2, 2030, but we may at any time before the expiration of this power make an offer or agreement which would or might require equity securities to be allotted after that expiry and the Board of Directors may allot equity securities pursuant to any of those offers or agreements as if the power had not expired; and (c) will apply in relation to a sale of shares which is an allotment of equity securities by virtue of section 560(3) of the Companies Act as if in the first paragraph of this proposal the words "pursuant to the general authority conferred on them by Proposal No. 11" were omitted. For purposes of this resolution, references to the allotment of equity securities shall be interpreted in accordance with section 560 of the Companies Act. This resolution replaces all unexercised powers previously granted to the Board of Directors, pursuant to the adoption of the Articles in June 2024, to allot equity securities as if section 561 of the Companies Act did not apply but shall be without prejudice to any allotment of equity securities already made or agreed or agreed to be made pursuant to such authorities. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| KINIKSA PHARMACEUTICALS INTERNATIONAL PLC | June 3, 2025 | To authorize the Board of Directors, generally and unconditionally for the purpose of section 551 of the UK Companies Act 2006 (the "Companies Act") to allot shares in the Company or to grant rights to subscribe for or to convert any security into shares in the company ("Rights") up to a maximum aggregate nominal amount of $6,976.33, which represents approximately 35% of the issued ordinary share capital of the Company on the record date for the 2025 Annual General Meeting of Shareholders. This authority shall expire (unless previously renewed, varied or revoked) on June 2, 2030, but we may at any time before the expiration of this authority make an offer or agreement which would or might require shares to be allotted, or Rights to be granted, pursuant to this authority after its expiration, and the Board of Directors may allot shares or grant Rights in pursuance of that offer or agreement as if the authority conferred by this resolution had not expired. The authority granted by this resolution shall replace all of our existing authorities to allot any shares and to grant Rights previously granted in connection with the adoption of the Articles in June 2024, but without prejudice to any allotment of shares or grant of Rights already made or agreed or offered to be made pursuant to such authorities. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| KIRBY CORP. | April 29, 2025 | Election of three Class III Directors: Anne-Marie N. Ainsworth Director Elections |
Board | For | AGAINST 12 funds |
FOR 11 funds |
| KIRBY CORP. | April 29, 2025 | Election of three Class III Directors: William M. Waterman Director Elections |
Board | For | AGAINST 12 funds |
FOR 11 funds |
| KORN FERRY | September 25, 2024 | Election of Directors: Doyle N. Beneby Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| KRONOS WORLDWIDE INC. | May 14, 2025 | Director Nominees: R. Gerald Turner Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 4 funds |
| KURA SUSHI USA INC. | January 23, 2025 | Election of Directors: Carin L. Stutz Director Elections |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| LAKELAND FINANCIAL CORP. | April 8, 2025 | ELECTION OF DIRECTORS: Bradley J. Toothaker Director Elections |
Board | For | FOR 15 funds |
WITHHOLD 8 funds |
| LAM RESEARCH CORP. | November 5, 2024 | Election of Directors: Michael R. Cannon Director Elections |
Board | For | AGAINST 20 funds |
FOR 12 funds |
| LANDSTAR SYSTEM INC. | May 16, 2025 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 12 funds |
| LANDSTAR SYSTEM INC. | May 16, 2025 | Election of Directors: Diana M. Murphy Director Elections |
Board | For | AGAINST 11 funds |
FOR 11 funds |
| LANTHEUS HOLDINGS INC. | May 1, 2025 | The election of four Class I directors to our Board of Directors: Mr. Samuel Leno Director Elections |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| LATTICE SEMICONDUCTOR CORP. | May 2, 2025 | To approve on a non-binding, advisory basis, our Named Executive Officers' compensation. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 15 funds |
| LAZARD INC. | May 8, 2025 | Non-binding advisory vote regarding executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 14 funds |
| LCI INDUSTRIES | May 15, 2025 | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 8 funds |
| LEAR CORP. | May 16, 2025 | Election of Directors: Greg C. Smith Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| LEGACY HOUSING CORP. | December 4, 2024 | Election of Directors: Kenneth E. Shipley Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| LENNAR CORP. | April 9, 2025 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 27 funds |
AGAINST 14 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Amy Banse Director Elections |
Board | For | FOR 17 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Armando Olivera Director Elections |
Board | For | AGAINST 17 funds |
FOR 13 funds |
| LENNAR CORP. | April 9, 2025 | Elect 10 directors to serve until the 2026 Annual Meeting of Stockholders: Theron (Tig) Gilliam Director Elections |
Board | For | FOR 17 funds |
AGAINST 13 funds |
| LEXEO THERAPEUTICS INC. | June 26, 2025 | The election of Steven Altschuler and Reinaldo Diaz as Class II directors: Steven Altschuler Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| LIFECORE BIOMEDICAL INC. | April 10, 2025 | For purposes of complying with Nasdaq Listing Rule 5635(d), to approve the issuance of shares of our common stock underlying shares of Series A Preferred Stock, par value $0.001 per share, of the Company issued by the Company pursuant to the terms of that certain Securities Purchase Agreement, dated January 9, 2023, by and among the Company and the investors named therein, in an amount in excess of 19.99% of the number of shares of Common Stock outstanding immediately prior to the issuance of such Series A Preferred Stock. Capital Structure |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LIFETIME BRANDS INC. | June 18, 2025 | ELECTION OF DIRECTORS: Cherrie Nanninga Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LIFETIME BRANDS INC. | June 18, 2025 | ELECTION OF DIRECTORS: Michael Schnabel Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| LINDE PLC | July 30, 2024 | Election of Directors: Dr. Victoria Ossadnik Director Elections |
Board | For | FOR 26 funds |
AGAINST 14 funds |
| LINDE PLC | July 30, 2024 | Election of Directors: Prof. DDr. Ann-Kristin Achleitner Director Elections |
Board | For | AGAINST 26 funds |
FOR 14 funds |
| LINEAGE CELL THERAPEUTICS INC. | June 26, 2025 | To approve an amendment to the Lineage Cell Therapeutics, Inc. 2021 Equity Incentive Plan to increase the number of common shares available thereunder by 19,500,000. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| LINEAGE INC. | June 18, 2025 | Election of Directors: Adam Forste Director Elections |
Board | For | AGAINST 4 funds |
FOR 13 funds |
| LINEAGE INC. | June 18, 2025 | Election of Directors: Kevin Marchetti Director Elections |
Board | For | AGAINST 4 funds |
FOR 13 funds |
| LINKBANCORP INC. | May 22, 2025 | Election of Directors: George Parmer Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| LINKBANCORP INC. | May 22, 2025 | Election of Directors: Kenneth R. Lehman Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Advisory Vote on Executive Compensation: Conduct a non-binding advisory vote to approve executive compensation. See the section entitled "Proposal No. 5: Advisory Vote to Approve Executive Compensation" in the Proxy Statement. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Hardwick Simmons Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Election of Directors: Michael T. Fries Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| LIVERAMP HOLDINGS INC. | August 13, 2024 | Approval of an increase in the number of shares available for issuance under the Company's Amended and Restated 2005 Equity Compensation Plan. Compensation |
Board | For | FOR 11 funds |
AGAINST 8 funds |
| LIVERAMP HOLDINGS INC. | August 13, 2024 | Election of Directors: John L. Battelle Director Elections |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| LOAR HOLDINGS | June 3, 2025 | Approval of Amended and Restated Loar Holdings Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 9 funds |
| LOEWS CORP. | May 13, 2025 | Election of Directors: Ann E. Berman Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| LOEWS CORP. | May 13, 2025 | Election of Directors: Charles M. Diker Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| LOEWS CORP. | May 13, 2025 | Election of Directors: Paul J. Fribourg Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| LOEWS CORP. | May 13, 2025 | Election of Directors: Walter L. Harris Director Elections |
Board | For | AGAINST 19 funds |
FOR 14 funds |
| LOVESAC CO. | June 10, 2025 | To provide advisory approval of the Company's fiscal 2025 compensation for its named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| LSB INDUSTRIES INC. | May 15, 2025 | Election of Directors: Jonathan S. Bobb Director Elections |
Board | For | FOR 3 funds |
AGAINST 7 funds |
| MACROGENICS INC. | May 21, 2025 | To approve the amendment to the MacroGenics, Inc. 2023 Equity Incentive Plan, as disclosed in the proxy materials. Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| MACY'S INC. | May 16, 2025 | Election of directors: Marie Chandoha Director Elections |
Board | For | FOR 12 funds |
AGAINST 8 funds |
| MADRIGAL PHARMACEUTICALS INC. | June 20, 2025 | Re-election of Class III directors: Julian Baker Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 7 funds |
| MAMMOTH ENERGY SERVICES INC. | June 11, 2025 | Election of Directors: Paul Jacobi Director Elections |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| MANHATTAN ASSOCIATES INC. | May 13, 2025 | Election of Directors: Thomas E. Noonan Director Elections |
Board | For | AGAINST 13 funds |
FOR 13 funds |
| MANITEX INTERNATIONAL INC. | December 20, 2024 | A proposal to approve, by a non-binding advisory vote, certain compensation arrangements for the Company's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| MAPLEBEAR INC. | May 22, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 12 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To approve, on a non-binding advisory basis, the compensation of Maravai's named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| MARAVAI LIFESCIENCES HOLDINGS INC. | May 22, 2025 | To elect four nominees to the Board of Directors (3-year term expiring in 2028): Sean Cunningham Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| MARTEN TRANSPORT LTD. | May 6, 2025 | Election of Directors: Jerry M. Bauer Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| MARTEN TRANSPORT LTD. | May 6, 2025 | Election of Directors: Larry B. Hagness Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| MARTEN TRANSPORT LTD. | May 6, 2025 | Election of Directors: Robert L. Demorest Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 7 funds |
| MARVELL TECHNOLOGY INC. | June 13, 2025 | An advisory (non-binding) vote to approve compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 12 funds |
| MASIMO CORP. | September 19, 2024 | An advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | Contested | AGAINST 1 fund |
FOR 14 funds |
| MATADOR RESOURCES CO. | June 12, 2025 | Election of Director Nominees: R. Gaines Baty Director Elections |
Board | For | AGAINST 13 funds |
FOR 15 funds |
| MATCH GROUP INC. | June 18, 2025 | ELECTION OF DIRECTORS: Melissa Brenner Director Elections |
Board | For | WITHHOLD 16 funds |
FOR 14 funds |
| MATCH GROUP INC. | June 18, 2025 | ELECTION OF DIRECTORS: Stephen Bailey Director Elections |
Board | For | WITHHOLD 16 funds |
FOR 14 funds |
| MATTERPORT INC. | July 26, 2024 | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Matterport's named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement (the "Transaction Related Compensation Proposal"). Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| MAUI LAND & PINEAPPLE COMPANY INC. | May 21, 2025 | TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION PAID TO OUR NAMED EXECUTIVE OFFICERS Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| MBIA INC. | May 6, 2025 | Election of Directors: Diane L. Dewbrey Director Elections |
Board | For | AGAINST 3 funds |
FOR 4 funds |
| MEDICAL PROPERTIES TRUST INC. | May 29, 2025 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 11 funds |
| MEDICAL PROPERTIES TRUST INC. | May 29, 2025 | To elect nine directors: D. Paul Sparks, Jr. Director Elections |
Board | For | FOR 10 funds |
AGAINST 10 funds |
| MEDICAL PROPERTIES TRUST INC. | May 29, 2025 | To elect nine directors: Michael G. Stewart Director Elections |
Board | For | FOR 10 funds |
AGAINST 10 funds |
| MERIDIANLINK INC. | June 5, 2025 | Election of Class I Directors: A.J. Rohde Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 4 funds |
| MERIDIANLINK INC. | June 5, 2025 | Election of Class I Directors: Laurence E. Katz Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: Feiying Lu Director Elections |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| METROCITY BANKSHARES INC. | May 22, 2025 | Election of Directors: John Paek Director Elections |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| MICROSOFT CORP. | December 10, 2024 | Election of Directors: Hugh F. Johnston Director Elections |
Board | For | FOR 33 funds |
AGAINST 15 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 4 funds |
| MOBILEYE GLOBAL INC. | June 12, 2025 | Election of Directors: Patrick Bombach Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 3 funds |
| MODERNA INC. | April 30, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 29 funds |
AGAINST 15 funds |
| MODIVCARE INC. | June 17, 2025 | Election of Directors: Leslie V. Norwalk Director Elections |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Eric Cantor Director Elections |
Board | For | AGAINST 10 funds |
FOR 9 funds |
| MOELIS & CO. | June 5, 2025 | Election Of Directors: Louise Mirrer Director Elections |
Board | For | FOR 10 funds |
AGAINST 9 funds |
| MOELIS & CO. | June 5, 2025 | To approve, on an advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 10 funds |
| MOHAWK INDUSTRIES INC. | May 22, 2025 | Election of Directors: Joseph A. Onorato Director Elections |
Board | For | AGAINST 15 funds |
FOR 15 funds |
| MOHAWK INDUSTRIES INC. | May 22, 2025 | Election of Directors: W. Christopher Wellborn Director Elections |
Board | For | AGAINST 15 funds |
FOR 15 funds |
| MONARCH CASINO & RESORT INC. | June 6, 2025 | Election of Directors: Yvette E. Landau Director Elections |
Board | For | AGAINST 9 funds |
FOR 5 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | To elect as directors the 10 director nominees named in the Proxy Statement: Nancy McKinstry Director Elections |
Board | For | FOR 24 funds |
AGAINST 12 funds |
| MONOLITHIC POWER SYSTEMS INC. | June 12, 2025 | Election of Directors: Herbert Chang Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 13 funds |
| MONSTER BEVERAGE CORP. | June 12, 2025 | Proposal to elect ten Directors: Mark S. Vidergauz Director Elections |
Board | For | AGAINST 25 funds |
FOR 13 funds |
| MOODY'S CORP. | April 15, 2025 | Election of Directors: Leslie F. Seidman Director Elections |
Board | For | AGAINST 22 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.