Home › Asset managers › Compare 2025-2026 › Charles Schwab vs Northern Trust
Charles Schwab 2025-2026 · Northern Trust 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 15,103 | 13,930 | 844 | 329 | 94.3% | 93.6% |
| Board proposals | 14,149 | 13,243 | 722 | 184 | 94.8% | 94.4% |
| E&S shareholder proposals | 155 | 73 | 33 | 49 | 68.9% | 67.1% |
| Other items | 799 | 614 | 89 | 96 | 87.3% | 84.1% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
722 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 | Charles Schwab | Northern Trust |
|---|---|---|---|---|---|---|
| Silvercrest Asset Management Group Inc. | June 3, 2026 | The election as director of the nominee listed below: Brian D. Dunn Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| Simon Property Group, Inc. | May 13, 2026 | Election of Directors: Glyn F. Aeppel Director Elections |
Board | For | FOR 17 funds |
AGAINST 8 funds |
| Simon Property Group, Inc. | May 13, 2026 | Election of Directors: Reuben S. Leibowitz Director Elections |
Board | For | FOR 17 funds |
AGAINST 8 funds |
| Solid Biosciences Inc. | June 10, 2026 | Election of Class II Directors: Adam Stone Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 2 funds |
| Sonic Automotive, Inc. | April 29, 2026 | Election of Directors: Keri A. Kaiser Director Elections |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| Southern Copper Corporation | May 29, 2026 | Election of Directors: German Larrea Mota-Velasco Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 6 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Christopher P. Reynolds Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Lisa M. Atherton Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Patricia A. Watson Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| Southwest Airlines Co. | May 7, 2026 | Election of Directors: Rakesh Gangwal Director Elections |
Board | For | AGAINST 14 funds |
FOR 2 funds |
| Stitch Fix, Inc. | December 11, 2025 | Election of Directors: Kofi Amoo-Gottfried Director Elections |
Board | For | FOR 7 funds |
WITHHOLD 1 fund |
| Syndax Pharmaceuticals, Inc. | June 10, 2026 | Election of Directors: Pierre Legault Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| TABOOLA.COM LTD. | June 9, 2026 | To approve the compensation terms for our Chief Executive Officer (and Director). Compensation |
Board | For | AGAINST 2 funds |
FOR 3 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Perfecto Sanchez Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| TECHTARGET, INC. | June 11, 2026 | Election of Directors: Sally Ashford Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| TECNOGLASS INC | December 19, 2025 | Advisory approval of the compensation for our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| TELEPHONE AND DATA SYSTEMS, INC. | May 21, 2026 | Election of Directors: C. D. O'Leary Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 3 funds |
| TELOS CORPORATION | May 7, 2026 | ADVISORY VOTE ON EXECUTIVE COMPENSATION: To approve, on an advisory basis, the compensation of the Company's named executive officers or "say-on-pay". Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 5 funds |
| TELOS CORPORATION | May 7, 2026 | AMENDMENT TO THE AMENDED AND RESTATED 2016 OMNIBUS LONG-TERM INCENTIVE PLAN: To approve Amendment No. 2 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 4 funds |
FOR 2 funds |
| TESLA, INC. | November 6, 2025 | A Tesla proposal for approval of the 2025 CEO Performance Award. Compensation |
Board | For | FOR 13 funds |
AGAINST 9 funds |
| TEVA PHARMACEUTICAL INDUSTRIES LIMITED | May 28, 2026 | TO APPOINT DR. SOL J. BARER TO SERVE AS A DIRECTOR UNTIL TEVA'S 2029 ANNUAL MEETING OF SHAREHOLDERS Dr. Sol J. Barer Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| THE CARLYLE GROUP INC. | June 3, 2026 | Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan Compensation |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| THE GEO GROUP, INC. | April 28, 2026 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 8 funds |
| THE HERSHEY COMPANY | May 5, 2026 | Approve named executive officer compensation on a non-binding advisory basis. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 12 funds |
| THE LOVESAC COMPANY | June 9, 2026 | To provide advisory approval of the Company's fiscal 2026 compensation for its named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| THE REAL BROKERAGE INC. | May 29, 2026 | Election of Director: Laurence Rose Director Elections |
Board | For | FOR 1 fund |
WITHHOLD 1 fund |
| THE TRADE DESK, INC. | May 4, 2026 | The approval, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 8 funds |
| TIPTREE INC. | April 28, 2026 | To approve Amendment No. 2 to the 2017 Omnibus Incentive Plan to (a) extend the term of the 2017 Plan to June 6, 2037, and (b) increase the number of shares of the Company's common stock available for awards thereunder by an additional 4,000,000 shares. Compensation |
Board | For | FOR 4 funds |
AGAINST 1 fund |
| TOLL BROTHERS, INC. | March 10, 2026 | Election of Directors: Wendell E. Pritchett Director Elections |
Board | For | AGAINST 12 funds |
FOR 2 funds |
| TON STRATEGY COMPANY | June 9, 2026 | Non-binding, advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| TOWNSQUARE MEDIA, INC. | May 11, 2026 | Advisory approval of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| TPG INC. | June 3, 2026 | Advisory Vote to Approve Executive Compensation (Say-on-Pay) Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 4 funds |
| TPG RE FINANCE TRUST, INC. | May 19, 2026 | Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| TRADEWEB MARKETS INC. | May 19, 2026 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 15 funds |
FOR 6 funds |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to General Manager, U.S. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| TRAVELZOO | April 20, 2026 | Vote to approve option grant to Head of Engineering. Compensation |
Board | For | FOR 2 funds |
AGAINST 2 funds |
| TRAVELZOO | April 20, 2026 | Vote, on an advisory basis, to approve executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| TREACE MEDICAL CONCEPTS, INC. | May 19, 2026 | Approval, on an advisory, non-binding basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 6 funds |
| TREEHOUSE FOODS, INC. | January 29, 2026 | Approval, on a non-binding, advisory basis, of specified compensation that may be paid or become payable to TreeHouse Foods' named executive officers in connection with the Merger and contemplated by the Merger Agreement. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 6 funds |
| TREVI THERAPEUTICS INC | June 3, 2026 | Election of one Class I director to our Board of Directors, to serve until the 2029 Annual Meeting of Stockholders. Michael Heffernan Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| TREX COMPANY, INC. | April 28, 2026 | Non-binding advisory vote on executive compensation ("say-on-pay") Compensation |
Board | For | AGAINST 13 funds |
FOR 2 funds |
| TRONOX HOLDINGS PLC | April 28, 2026 | Approve an amendment to the Tronox Holdings plc Amended and Restated Management Equity Incentive Plan for the sole purpose of increasing the authorized shares thereunder. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| TRUEBLUE, INC | May 11, 2026 | Advisory (Non-Binding) vote Approving Executive Compensation Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| TRUEBLUE, INC | May 11, 2026 | Approval of the Amendment and Restatement of the Company's 2016 Omnibus Incentive Plan Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| TRUECAR, INC. | December 22, 2025 | To approve, on a non-binding, advisory basis, 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 (the ''Advisory Compensation Proposal''). Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| TechTarget, Inc. | July 24, 2025 | Election of Directors: Sally Ashford Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| TechTarget, Inc. | July 24, 2025 | Election of Directors: Stephen A. Carter Director Elections |
Board | For | FOR 4 funds |
AGAINST 2 funds |
| Tectonic Therapeutic, Inc. | June 8, 2026 | Election of Directors: Timothy A. Springer, Ph.D. Director Elections |
Board | For | FOR 2 funds |
WITHHOLD 1 fund |
| Tejon Ranch Co. | May 13, 2026 | Election of Directors: Daniel R. Tisch Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 2 funds |
| Teladoc Health, Inc. | May 21, 2026 | Elect nine directors, each for a term of one year: David B. Snow, Jr. Director Elections |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| Terrestrial Energy Inc. | June 11, 2026 | Election of Class I Directors: Frederick Buckman Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| Terrestrial Energy Inc. | June 11, 2026 | Election of Class I Directors: Hugh MacDiarmid Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| Terrestrial Energy Inc. | June 11, 2026 | Election of Class I Directors: William Johnson Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| The Bank of New York Mellon Corporation | April 14, 2026 | Election of Directors: Joseph J. Echevarria Director Elections |
Board | For | AGAINST 14 funds |
FOR 10 funds |
| The Chefs' Warehouse, Inc. | May 8, 2026 | Election of Directors: Aylwin Lewis Director Elections |
Board | For | AGAINST 7 funds |
FOR 3 funds |
| The Eastern Company | May 6, 2026 | Election of Directors: Fredrick D. DiSanto Director Elections |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| The Hershey Company | May 5, 2026 | Election of Directors: Deirdre A. Mahlan Director Elections |
Board | For | FOR 15 funds |
AGAINST 6 funds |
| Thermo Fisher Scientific Inc. | May 20, 2026 | Election of Directors: Dion J. Weisler Director Elections |
Board | For | AGAINST 14 funds |
FOR 4 funds |
| Toast, Inc. | June 12, 2026 | Election of Directors: Kent Bennett Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| Triumph Financial, Inc. | April 23, 2026 | Election of Directors: Charles A. Anderson Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Tronox Holdings Plc | April 28, 2026 | Election of Directors: Ilan Kaufthal Director Elections |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Cheryl S. Miller Director Elections |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| Tyson Foods, Inc. | February 5, 2026 | Election of Directors: Olivia L. Tyson Director Elections |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| UNIQURE N.V. | June 10, 2026 | Designation of the Board as the competent body to exclude or limit preemptive rights upon the issuance of Ordinary Shares. Capital Structure |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| UNITED NATURAL FOODS, INC. | December 16, 2025 | The approval of the Fifth Amended and Restated 2020 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| UNITED PARKS & RESORTS INC. | September 3, 2025 | To grant the Board of Directors of United Parks & Resorts Inc. (the "Company") the authority to approve and implement additional repurchases of shares of the Company's common stock, subject to the qualification that the Company will not repurchase additional shares if Hill Path Capital LP's ("Hill Path") common stock ownership interest percentage would, as a result of any such repurchase, equal or exceed 70% (excluding Hill Path's and its affiliates' non-voting derivative positions). Capital Structure |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| UNITEDHEALTH GROUP INCORPORATED | June 1, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 12 funds |
| UNITY SOFTWARE INC. | May 13, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 5 funds |
| UNIVERSAL DISPLAY CORPORATION | June 18, 2026 | Advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 5 funds |
| UNIVERSAL ELECTRONICS INC. | May 19, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| UNIVERSAL HEALTH SERVICES, INC. | May 20, 2026 | Election of Director: Nina Chen-Langenmayr Director Elections |
Board | For | FOR 14 funds |
WITHHOLD 3 funds |
| UROGEN PHARMA LTD | August 26, 2025 | To approve amendments to the Company's 2024 non-employee director and officer compensation policy to, among other things, increase the equity compensation payable to our executive officers and non-employee directors. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 2 funds |
| USA RARE EARTH, INC. | June 3, 2026 | Election of Directors: Carolyn Trabuco Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| USA RARE EARTH, INC. | June 3, 2026 | Election of Directors: Michael Blitzer Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 2 funds |
| VALHI, INC. | May 21, 2026 | Election of Directors: Terri L. Herrington Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| VALHI, INC. | May 21, 2026 | Election of Directors: Thomas E. Barry Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| VALHI, INC. | May 21, 2026 | Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 4 funds |
| VANDA PHARMACEUTICALS INC. | June 4, 2026 | To elect three Class II Directors: Richard W. Dugan Director Elections |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| VERINT SYSTEMS INC. | November 18, 2025 | Approval, on a non-binding, advisory basis, of certain compensation that may be paid or become payable to Verint's named executive officers in connection with the Merger. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| VERU INC. | March 12, 2026 | To approve a non-binding advisory proposal on executive compensation. Say-on-Pay |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| VIASAT, INC. | September 4, 2025 | Election of Directors: Sean Pak Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 3 funds |
| VIKING THERAPEUTICS INC | May 19, 2026 | TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 5 funds |
| VIMEO, INC. | November 19, 2025 | To approve, on a non-binding, advisory basis, compensation that will or may become payable to the named executive officers of Vimeo in connection with the transactions contemplated by the merger agreement, which proposal is referred to as the merger-related compensation proposal. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 6 funds |
| VIRTUS INVESTMENT PARTNERS, INC. | May 20, 2026 | Election of Directors: Timothy A. Holt Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 4 funds |
| VITAL ENERGY, INC. | December 12, 2025 | a proposal to approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to Vital's named executive officers that is based on or otherwise relates to the Mergers (the "Vital Advisory Compensation Proposal"). Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 3 funds |
| Velocity Financial, Inc. | May 21, 2026 | Election of Directors: John A. Pless Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| Vitesse Energy, Inc. | June 5, 2026 | Election of Directors: Joseph S. Steinberg Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| W&T OFFSHORE, INC. | June 3, 2026 | To amend the Company's 2023 Incentive Compensation Plan to increase the number of shares of the Company's common stock available for issuance thereunder from 10,000,000 to 22,000,000. Compensation |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| W&T OFFSHORE, INC. | June 3, 2026 | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| W&T Offshore, Inc. | June 3, 2026 | Election of Directors: Mr. Daniel O. Conwill, IV Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 2 funds |
| W. R. Berkley Corporation | June 3, 2026 | Election of Directors: Maria Luisa Ferre Director Elections |
Board | For | FOR 13 funds |
AGAINST 3 funds |
| WEBSTER FINANCIAL CORPORATION | May 26, 2026 | To approve, on an advisory (non-binding) basis, the compensation payments that will or may be paid to Webster's named executive officers in connection with the transactions contemplated by the Transaction Agreement (the "compensation proposal"). Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 7 funds |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Jun Masuda (Class II) Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| WEBTOON Entertainment Inc. | June 3, 2026 | Election of Directors: Namsun Kim (Class II) Director Elections |
Board | For | FOR 4 funds |
WITHHOLD 1 fund |
| WELLS FARGO & COMPANY | April 28, 2026 | Advisory resolution to approve executive compensation (Say on Pay). Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 13 funds |
| WESBANCO, INC. | April 15, 2026 | To approve an advisory (non-binding) vote on compensation paid to Wesbanco's named executive officers in 2025. Say-on-Pay |
Board | For | AGAINST 9 funds |
FOR 6 funds |
| WESTWOOD HOLDINGS GROUP, INC. | April 30, 2026 | To approve the Twelfth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan. Compensation |
Board | For | FOR 1 fund |
AGAINST 2 funds |
| WEYCO GROUP, INC. | May 5, 2026 | Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 4 funds |
| WHEELS UP EXPERIENCE INC. | June 9, 2026 | Approval of an amendment to the Wheels Up Experience Inc. 2021 Long-Term Incentive Plan, as amended and restated April 1, 2023 (as previously amended by Amendment No. 1 thereto and Amendment No. 2 thereto, the "A&R 2021 LTIP"), to increase the aggregate number of shares of the Company's Class A common stock, $0.0001 par value per share available for awards made under the A&R 2021 LTIP and extend the termination date of such plan to March 31, 2036. Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| WILLDAN GROUP, INC. | June 17, 2026 | Approval of an amendment to the Company's 2008 Performance Incentive Plan (the "2008 Plan"), including an increase in the number of shares available for grant under the 2008 Plan. Compensation |
Board | For | AGAINST 5 funds |
FOR 3 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.