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 |
|---|---|---|---|---|---|---|
| SALESFORCE INC. | June 5, 2025 | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 39 funds |
AGAINST 18 funds |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: John V. Roos Director Elections |
Board | For | FOR 29 funds |
AGAINST 15 funds |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Neelie Kroes Director Elections |
Board | For | FOR 29 funds |
AGAINST 15 funds |
| SALESFORCE INC. | June 5, 2025 | Election of Directors: Oscar Munoz Director Elections |
Board | For | FOR 29 funds |
AGAINST 15 funds |
| SCANSOURCE INC. | December 10, 2024 | Election of Directors: Peter C. Browning Director Elections |
Board | For | AGAINST 10 funds |
FOR 7 funds |
| SEACOR MARINE HOLDINGS INC. | June 3, 2025 | Advisory vote to approve Named Executive Officer compensation (Say on Pay) Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| SEACOR MARINE HOLDINGS INC. | June 3, 2025 | Election of Directors: Alfredo Miguel Bejos Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 19, 2024 | Determine the price Range for the Re-allotment of Treasury Shares under Irish law. Capital Structure |
Board | For | FOR 17 funds |
AGAINST 11 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 19, 2024 | Election of Directors: Jay L. Geldmacher Director Elections |
Board | For | AGAINST 17 funds |
FOR 11 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 19, 2024 | Election of Directors: Judy Bruner Director Elections |
Board | For | AGAINST 17 funds |
FOR 11 funds |
| SEALED AIR CORP. | May 29, 2025 | Approval, as an advisory vote, of Sealed Air's 2024 executive compensation. Say-on-Pay |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| SECURITY NATIONAL FINANCIAL CORP. | June 27, 2025 | To approve the amendment of the Company's 2022 Equity Incentive Plan to authorize the issuance of an additional 3,000,000 shares of Class A and Class C common stock (out of which a maximum of 500,000 shares of Class C common stock may be issued); Compensation |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| SEI INVESTMENTS CO. | May 28, 2025 | Election of Directors: Jonathan A. Brassington Director Elections |
Board | For | AGAINST 19 funds |
FOR 12 funds |
| SEI INVESTMENTS CO. | May 28, 2025 | Election of Directors: William M. Doran Director Elections |
Board | For | FOR 19 funds |
AGAINST 12 funds |
| SENSEONICS HOLDINGS INC. | May 21, 2025 | Election of directors: Stephen P. DeFalco Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 3 funds |
| SENTINELONE INC. | June 25, 2025 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 11 funds |
| SERITAGE GROWTH PROPERTIES | June 10, 2025 | An advisory, non-binding resolution to approve the Company's executive compensation program for our named executive officers, as described in the proxy statement; and Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 4 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2025 | Election of Directors: Anthony L. Coelho Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2025 | Election of Directors: Victor L. Lund Director Elections |
Board | For | AGAINST 13 funds |
FOR 12 funds |
| SERVICENOW INC. | May 22, 2025 | Election of Directors: Anita M. Sands Director Elections |
Board | For | AGAINST 27 funds |
FOR 15 funds |
| SEZZLE INC. | November 19, 2024 | Election of Directors: Paul Paradis Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| SEZZLE INC. | November 19, 2024 | Election of Directors: Stephen East Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 4 funds |
| SHOALS TECHNOLOGIES GROUP INC. | May 1, 2025 | Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., "say-on-pay" proposal). Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 5 funds |
| SHYFT GROUP INC. | May 14, 2025 | Approval, on an advisory basis, of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 8 funds |
| SILK ROAD MEDICAL INC. | September 5, 2024 | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Silk Road to its named executive officers in connection with the merger contemplated by the merger agreement. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| SILVACO GROUP INC. | May 22, 2025 | Election of 9 Director Nominees: Iliya Pesic Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| SILVERBOW RESOURCES INC. | July 29, 2024 | The SilverBow Advisory Compensation Proposal: To approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to SilverBow's named executive officers that is based on or otherwise relates to the Mergers. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 8 funds |
| SILVERCREST ASSET MANAGEMENT GROUP INC. | June 4, 2025 | To amend our 2012 Equity Incentive Plan, as amended, to increase the authorized number of shares issuable under the plan by 1,500,000 shares. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| SIMON PROPERTY GROUP INC. | May 14, 2025 | Advisory Vote to Approve the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 36 funds |
AGAINST 19 funds |
| SINTX TECHNOLOGIES INC. | December 19, 2024 | Approve adoption, on an advisory basis, of a non-binding resolution approving the compensation of the Company's named executive officers, as described in the Proxy Statement under "Executive Compensation." Say-on-Pay |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| SITE CENTERS CORP. | May 14, 2025 | Election of Directors: John M. Cattonar Director Elections |
Board | For | FOR 11 funds |
AGAINST 9 funds |
| SITIME CORP. | May 30, 2025 | Election of Directors: Katherine E. Schuelke Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 4 funds |
| SKYWEST INC. | May 6, 2025 | Election of Directors: Keith E. Smith Director Elections |
Board | For | AGAINST 9 funds |
FOR 8 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Andrew W. Mathias Director Elections |
Board | For | FOR 12 funds |
AGAINST 11 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: John H. Alschuler Director Elections |
Board | For | AGAINST 12 funds |
FOR 11 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | Election of Directors: Lauren B. Dillard Director Elections |
Board | For | FOR 12 funds |
AGAINST 11 funds |
| SL GREEN REALTY CORP. | June 3, 2025 | To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay |
Board | For | FOR 18 funds |
AGAINST 12 funds |
| SLEEP NUMBER CORP. | May 28, 2025 | Approve Amendment to the Sleep Number Corporation 2020 Equity Incentive Plan to increase the number of shares reserved for issuance by 500,000 shares Compensation |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| SMARTFINANCIAL INC. | May 22, 2025 | To approve the SmartFinancial, Inc. Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| SNAP-ON INC. | April 24, 2025 | Election of Directors: James P. Holden Director Elections |
Board | For | AGAINST 20 funds |
FOR 16 funds |
| SNAP-ON INC. | April 24, 2025 | Election of Directors: Karen L. Daniel Director Elections |
Board | For | AGAINST 20 funds |
FOR 16 funds |
| SNAP-ON INC. | April 24, 2025 | Election of Directors: W. Dudley Lehman Director Elections |
Board | For | AGAINST 20 funds |
FOR 16 funds |
| SNOWFLAKE INC. | July 2, 2024 | Election of Class I Directors for terms expiring in 2027: Benoit Dageville Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 10 funds |
| SNOWFLAKE INC. | July 2, 2024 | Election of Class I Directors for terms expiring in 2027: Mark S. Garrett Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 10 funds |
| SOFI TECHNOLOGIES INC. | May 28, 2025 | Election of Directors: Tom Hutton Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 10 funds |
| SOFI TECHNOLOGIES INC. | May 28, 2025 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| SOLAREDGE TECHNOLOGIES INC. | June 3, 2025 | Election of Directors: Betsy Atkins Director Elections |
Board | For | AGAINST 12 funds |
FOR 6 funds |
| SOLID BIOSCIENCES INC. | June 12, 2025 | Election of Class I Directors: Sukumar Nagendran Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| SOLID BIOSCIENCES INC. | June 12, 2025 | The approval of an advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: B. Scott Smith Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Jeff Dyke Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Marcus G. Smith Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: Michael Hodge Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| SONIC AUTOMOTIVE INC. | April 23, 2025 | Election of Directors: William R. Brooks Director Elections |
Board | For | AGAINST 9 funds |
FOR 7 funds |
| SONOS INC. | March 11, 2025 | Advisory approval of the named executive officer compensation (the say-on-pay vote). Say-on-Pay |
Board | Contested | FOR 13 funds |
AGAINST 8 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Carlos Ruiz Sacristan Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 4 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: German Larrea Mota-Velasco Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 4 funds |
| SOUTHERN COPPER CORP. | May 23, 2025 | Election of Directors: Luis Miguel Palomino Bonilla Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 4 funds |
| SPRINGWORKS THERAPEUTICS INC. | May 14, 2025 | Election of Class III Directors: Alan Fuhrman Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 5 funds |
| SS&C TECHNOLOGIES HOLDINGS INC. | May 21, 2025 | To approve, on an advisory basis, the compensation of SS&C's named executive officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 12 funds |
| STANDARD BIOTOOLS INC. | June 18, 2025 | To approve an amendment to our Amended and Restated 2011 Equity Incentive Plan, as amended, to increase the number of shares of common stock available for issuance thereunder by 17,400,000 shares. Compensation |
Board | For | AGAINST 4 funds |
FOR 4 funds |
| STAR HOLDINGS | May 21, 2025 | Election of Trustees: Richard Lieb Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 4 funds |
| STARBUCKS CORP. | March 12, 2025 | Election of Directors: Jorgen Vig Knudstorp Director Elections |
Board | For | AGAINST 24 funds |
FOR 13 funds |
| STEM INC. | June 4, 2025 | To approve an amendment and restatement of the Stem, Inc. 2024 Equity Incentive Plan to increase the number of shares available for issuance by 7,500,000 shares and to extend the plan term. Compensation |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| STEM INC. | June 4, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| STEM INC. | June 4, 2025 | To elect the two Class I director nominees for terms expiring in 2028: Laura D'Andrea Tyson Director Elections |
Board | For | FOR 3 funds |
WITHHOLD 2 funds |
| STEPSTONE GROUP INC | September 10, 2024 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending March 31, 2025. Audit-related |
Board | For | FOR 7 funds |
AGAINST 7 funds |
| STEREOTAXIS INC. | May 15, 2025 | To elect each of the following directors to serve a three-year term as a Class III director until the 2028 Annual Meeting and until their respective successors are duly elected and qualified: Dr. Nathan Fischel Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 2 funds |
| STEWART IN | May 7, 2025 | Election of Ten Directors: C. Allen Bradley, Jr. Director Elections |
Board | Not determined | FOR 10 funds |
AGAINST 7 funds |
| STITCH FIX INC. | December 12, 2024 | Election of Directors: Katrina Lake Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 7 funds |
| STITCH FIX INC. | December 12, 2024 | Election of Directors: Sharon McCollam Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 7 funds |
| STRAWBERRY FIELDS REIT INC. | May 1, 2025 | Election of Directors: Jack Levine Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| STRAWBERRY FIELDS REIT INC. | May 1, 2025 | Election of Directors: Michael Blisko Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 1 fund |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | ELECTION OF DIRECTORS: Manmeet S. Soni Director Elections |
Board | For | AGAINST 4 funds |
FOR 8 funds |
| SUMMIT THERAPEUTICS INC. | June 12, 2025 | ELECTION OF DIRECTORS: Yu (Michelle) Xia Director Elections |
Board | For | AGAINST 4 funds |
FOR 8 funds |
| SURGERY PARTNERS INC. | June 6, 2025 | Election of Class I Directors: Wayne S. DeVeydt Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 7 funds |
| SURMODICS INC. | August 13, 2024 | Approve, in a non-binding advisory vote, certain compensation that may be paid or become payable to our named executive officers in connection with the merger. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| SWK HOLDINGS CORP. | June 13, 2025 | Election of Directors: Robert K. Hatcher Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| SYNAPTICS INC. | October 29, 2024 | Election of Directors: James L. Whims Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| SYNAPTICS INC. | October 29, 2024 | Election of Directors: Jeffrey D. Buchanan Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| SYNAPTICS INC. | October 29, 2024 | Election of Directors: Keith B. Geeslin Director Elections |
Board | For | AGAINST 11 funds |
FOR 7 funds |
| SYNDAX PHARMACEUTICALS INC. | May 14, 2025 | Election of Directors: Dennis G. Podlesak Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 4 funds |
| TABOOLA.COM LTD. | June 4, 2025 | To approve an amendment to compensation terms for our Chief Executive Officer (and Director). Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| TANGO THERAPEUTICS INC. | June 5, 2025 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| TD SYNNEX CORP. | April 2, 2025 | Election of Directors: Merline Saintil Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 12 funds |
| TD SYNNEX CORP. | April 2, 2025 | Election of Directors: Ting Herh Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 12 funds |
| TECHNIPFMC PLC | April 25, 2025 | Prospective Directors' Remuneration Policy: To approve the Company's prospective directors' remuneration policy for the three years ending December 31, 2027, in the form presented in the Company's directors' remuneration report for the year ended December 31, 2024 of the Company's U.K. Annual Report and Accounts, such policy to take effect immediately after the conclusion of the 2025 Annual General Meeting of Shareholders Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 15 funds |
| TECTONIC THERAPEUTIC INC. | June 6, 2025 | Election of Directors: Praveen Tipirneni, M.D. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 1 fund |
| TEJON RANCH CO. | May 13, 2025 | Advisory vote to approve named executive officer compensation. Shareholder Rights and Defenses |
Board | Contested | FOR 8 funds |
AGAINST 5 funds |
| TELADOC HEALTH INC. | May 22, 2025 | Approve an amendment to the Teladoc Health, Inc. 2023 Incentive Award Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| TELEFLEX INC. | May 9, 2025 | Election of Directors: Stephen K. Klasko Director Elections |
Board | For | FOR 17 funds |
AGAINST 15 funds |
| TELOS CORP. | May 8, 2025 | AMENDMENT TO THE AMENDED AND RESTATED 2016 OMNIBUS LONG-TERM INCENTIVE PLAN: To approve Amendment No. 1 to the Amended and Restated 2016 Omnibus Long-Term Incentive Plan of the Company, substantially in the form attached hereto as Exhibit A (the "Plan Amendment"). Compensation |
Board | For | AGAINST 2 funds |
FOR 4 funds |
| TENET HEALTHCARE CORP. | May 22, 2025 | To approve, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 14 funds |
| TERAWULF INC. | May 5, 2025 | The approval, on a non-binding, advisory basis, of the compensation of our named executive officers ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| TERRAN ORBITAL CORP. | October 29, 2024 | To approve, on a nonbinding advisory basis, compensation that will or may become payable to our named executive officers in connection with the merger. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| TERRENO REALTY CORP. | May 6, 2025 | Election of Directors: LeRoy E. Carlson Director Elections |
Board | For | AGAINST 9 funds |
FOR 12 funds |
| TEVOGEN BIO HOLDINGS INC. | June 23, 2025 | Election of Directors: Curtis Patton Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| TEVOGEN BIO HOLDINGS INC. | June 23, 2025 | Election of Directors: Jeffrey Feike Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| TEXTRON INC. | April 23, 2025 | Election of Directors: Maria T. Zuber Director Elections |
Board | For | FOR 22 funds |
AGAINST 14 funds |
| TFS FINANCIAL CORP. | February 20, 2025 | Election of Directors: JOHN P. RINGENBACH Director Elections |
Board | For | FOR 2 funds |
AGAINST 5 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.